Job Description
Job description:
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a Client Service Specialist within J.P. Morgan Asset & Wealth Management, you will be responsible for providing support to Wealth Management client service teams, managers, and clients. You will 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. Your role will involve investigating and resolving generic and complex issues, building knowledge of Private Bank products and services, and maintaining high standards of client service. You will also be expected to collaborate effectively across the Wealth Management division, communicate clearly and consistently, and make informed decisions that consider the risk and impact on the firm and other employees.
Job Responsibilities:
- Investigating and resolving generic and complex issues
- Building knowledge of Private Bank products and services
- Detailing orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problems
- Maintaining Client Service high standards: Working to consistently meet client requests; providing and ensuring client satisfaction
- Collaborating: Using business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business results
- Communicating: Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners
- Organizing: Prioritizing and executing initiatives, tasks and details in an efficient manner
- Making Decisions: Looking at options to evaluate risk and impact on the firm and other employees; owning your course of action
Required qualifications, skills and capabilities:
- College degree or equivalent relationship or client service experience
- Experience with a wide array of financial products. Core Cash Operations 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
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.
