You are a strategic thinker passionate about driving solutions. You have found the right team.
As a Client Service Support Specialist within J.P. Morgan Asset & Wealth Management, you will have the opportunity to provide support to Wealth Management client service teams, managers, and clients. You will work in a complex team-oriented and fast-paced environment, responding to incoming emails, opening and monitoring cases, and following up on requests. You will need to become proficient in various systems and have excellent written and oral communication skills. This role provides a unique opportunity to build knowledge of Private Bank products and services, and to contribute to maintaining high client service standards.
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Job Responsibilities:
- Investigate and resolve both generic and complex issues.
- Build knowledge of Private Bank products and services.
- Utilize technology efficiently to capture and fulfill client requests in appropriate systems.
- Work independently with supervision and escalate issues as necessary to resolve client requests promptly.
- Resolve issues by identifying underlying problems and developing innovative solutions.
- Maintain high client service standards by consistently meeting client requests and ensuring satisfaction.
- Collaborate using business knowledge, technical skills, and partnerships across Wealth Management to solve client problems.
- Communicate clearly and consistently via email or phone with clients and internal partners.
- Organize and prioritize initiatives, tasks, and details efficiently.
- Make decisions by evaluating options, risks, and impacts on the firm and employees.
- Manage multiple projects simultaneously and prioritize effectively.
Required qualifications, capabilities and skills:
- Have at least 1+ years of experience.
- Hold at least a Bachelor's degree or higher.
- Gain experience with a wide array of financial products.
- Demonstrate excellent oral and written communication skills.
- Operate effectively in a matrix organization and work under pressure with tight deadlines.
- Achieve proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Master expert knowledge of Microsoft Outlook for email, scheduling, and task management.
- Develop a general comfort level with Internet/Intranet usage and learn proprietary software and databases.
- Serve clients and deliver exceptional client service.
- Handle situations maturely and deal with conflicts constructively.
- Project a confident and professional presence to clients, other bank departments, and the community.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.