Private Banking - Client Service Specialist

JOB DESCRIPTION

Be part of the J.P. Morgan Asset & Wealth Management team.

As a Client Service Specialist within the Wealth Management team, you will be tasked with providing comprehensive support to client service teams, managers, and clients. Your role will be situated in a dynamic, team-oriented, and fast-paced environment where you will collaborate with advisors, client service, product partners, and operations teams to deliver a seamless and integrated approach across Private Banking products. Your daily responsibilities will encompass responding to incoming emails from clients and internal partners, liaising with various areas of the bank for client resolution, initiating and monitoring cases, and following up on requests. Effective written and oral communication with internal partners at all levels of the firm is a crucial aspect of this role. You will be communicating with clients and internal partners regarding transactional items and complex problem-solving inquiries. You will be expected to familiarize yourself and become proficient in various systems including but not limited to: Outlook, Case, Customer Assist, and Connect.

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
• Pays attention to details and problem solving: Resolving issues by identifying underlying or hidden problems and patterns
• Developing innovative solutions to problems

Required qualifications, capabilities, and skills:

• College degree or equivalent relationship or client service experience
• Experience with a wide array of financial products
• 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
• 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
• Maturity in handling situation and ability to deal with conflicts constructively

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.