As a Client Service Support Specialist you will be responsible for providing support to Wealth Management client service teams, managers and clients. Client Service Support Specialists work in a complex team-oriented and fast paced environment with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach across Private Banking products.
Daily responsibilities include but are not limited to responding to incoming emails from clients and internal partners, working with various areas of the bank for client resolution, opening and monitoring cases and following up on requests. Written and oral communication is essential with internal partners at all levels of the firm. In this position you will be communicating with clients and internal partners with transactional items and some complex problem solving inquires.
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Job Responsibilities:
- Understand client issues, be responsible for resolving the issue with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
- Investigating and resolving generic and complex issues
- Building knowledge of Private Bank products and services.
- Must be able to efficiently utilize technology to capture and fulfil client's requests in appropriate systems.
- Expected to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
- Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problems
- Maintaining Client Service high standards consistently meet client requests; providing and ensuring client satisfaction
- Collaborateusing business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business results
- Deliver clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners
- Organize, Prioritizing and executing initiatives, tasks and details in an efficient manner
- Manage multiple projects at the same time and managing priorities effectively
- Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
- Adhere to and maintain the firm's controls policies and procedures as well as protecting client assets against potential fraud activities
- Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Qualifications : External
- You must have a bachelor's degree or above
- You must have at least 2+ years of Experience with a wide array of financial products. Core Payment Processing experience is a must.
- Excellent communication skills both oral and written
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
- Expert knowledge with Microsoft Outlook email, scheduling and task manager
- General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
- Serving clients and delivering exceptional client service must appeal to you
- Maturity in handling situation and ability to deal with conflicts constructively
- Project a confident and professional presence to our clients, other bank departments and the community
- Ability to follow all established policies, procedures and practices
- Ability to organize and prioritize work
ABOUT US
JPMorgan Chase & Co., 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.