We are seeking a Client Services Executive with a background in the servicing and/or financial sector to join our team dedicated to providing outstanding client service to retail investors of J.P. Morgan Asset Management in Taiwan.
As a Client Service Executive in Asset Management, you will manage client inquiries and complaints through various channels, including hotline, correspondence, and face-to-face meetings. You will also contribute to digital initiatives aimed at enhancing client self-service capabilities online and automating manual processes to improve efficiency. You will possess strong interpersonal skills and will be primarily responsible for the day-to-day servicing of our retail investors. If you have a passion for client service and digital innovation, we encourage you to explore growth opportunities with us.
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Job Responsibilities
- Handle clients' enquiries and requests via phone, written correspondence and sometimes meeting in person
- Liaise between clients and the internal teams to resolve any queries on client instructions, eTrading guidance, account maintenance and dealing related activities
- Manage, coordinate and log client complaints, feedback and issues etc. ensuring regulatory deadlines and requirements are adhered to
- Conduct ad hoc client communications surrounding product updates, operational/service changes, issues or new initiatives
- Demonstrate knowledge and experience in ETF servicing is preferred, delivering exceptional support while ensuring compliance with regulatory frameworks to meet client needs
- Participate in digitalization, automation and business or regulation-driven projects and initiatives to enhance client experiences and improve efficiencies
- Provide support and information to key stakeholders across the business whenever necessary
Required qualifications, capabilities and skills
- University graduate with 3-year client service experience from financial institutions
- Excellent interpersonal skills with client service mind set and able to maintain good client and internal relationships
- Self-starter who is adaptive, fast-learning, responsive, extremely well-organized, detail-oriented and committed to accuracy
- Ability to work independently, multi-task and meet strict deadlines
- Professional license: SITCA License, or Senior Brokerage License or Trust License is a must
Preferred qualifications, capabilities and skills
- With fund management background is highly preferred
- Fluency in Mandarin, Taiwanese and English is preferred
- Proficient in Python, Qlicksense etc. automation tools are preferred
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.