Job Description
As a Client Service Specialist you will be responsible for providing support to Wealth Management client service teams, managers and clients. Client Service 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.
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
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
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
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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.
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
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
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
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Support Special 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.
