Job Description
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. 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.
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra-high net worth individuals and families around the world. J.P. Morgan was named Best Private Bank Overall in the United States for the sixth consecutive year by Euromoney and the Best Private Bank Globally and is recognized as the global leader in technology and innovation in financial services.
Position Summary
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. You will have exposure to and will need to become proficient in various systems including but not limited to: Outlook, Case, Customer Assist, and Connect.
Core 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
Detail 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 problem
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra-high net worth individuals and families around the world. J.P. Morgan was named Best Private Bank Overall in the United States for the sixth consecutive year by Euromoney and the Best Private Bank Globally and is recognized as the global leader in technology and innovation in financial services.
Position Summary
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. You will have exposure to and will need to become proficient in various systems including but not limited to: Outlook, Case, Customer Assist, and Connect.
Core 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
Detail 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 problem
💡 Quick Summary
Seeking a career-building opportunity? The AWM|WM Operations|Client Service Support Specialist|Operations Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
