Josh Heiferling
Senior Client Services Associate @J.P. Morgan Private Bank
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WORK HISTORY
Senior Client Services Associate @J.P. Morgan Private Bank
Chicago, IL, US
Promoted within year and a half in the role to Senior Associate Fully registered FINRA representative One of only 12 individuals selected to help with the merger with First RepublicProvide exceptional client service and flawless execution on client requests, inquiries, and transactions to high net worth clients Proactively review and identify potential business opportunities for clients to engage in additional products and servicesEffectively collaborate with respective client facing teams and internal business groups to deliver a world class client experienceAdhere to and maintain firm\'s controls, policies, and procedures and FINRA regulations as well as protecting clients assets against potential fraudulent activities
EDUCATION
The Ohio State University
Bachelor of Science - BS, Sports Industry
SKILLS
ABOUT JOSH HEIFERLING
Financial services professional with 5+ years of experience at JPMorgan Chase, working at the intersection of client service, financial operations, and process improvement within one of the world’s leading financial institutions. My career has focused on supporting complex financial operations, navigating regulatory and operational frameworks, and helping drive efficient outcomes for both clients and internal stakeholders.Throughout my time in the industry, I’ve developed a strong foundation in financial services operations, problem-solving, and cross-functional collaboration. Working in a fast-paced banking environment has strengthened my ability to analyze processes, manage competing priorities, and deliver results while maintaining a strong focus on risk management and client experience.In my role, I partner closely with bankers, advisors, and internal specialists to help coordinate sophisticated financial solutions for clients with complex balance sheets and multi-generational planning needs. This includes supporting portfolio management discussions, navigating operational processes across the firm, and ensuring a seamless client experience across banking, investment, and wealth planning services.
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