Job Description
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.
Operating hours: While actual hours will depend on the US team that the role will be supporting, the hours will fall within the Monday-Friday 8am-8pm EST hours of the US teams. (6:30 PM to 3:30 AM IST)
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.
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 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
Multi-tasking: Efficiently managing multiple projects at the same time and managing priorities effectively
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
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
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.
Operating hours: While actual hours will depend on the US team that the role will be supporting, the hours will fall within the Monday-Friday 8am-8pm EST hours of the US teams. (6:30 PM to 3:30 AM IST)
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.
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 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
Multi-tasking: Efficiently managing multiple projects at the same time and managing priorities effectively
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
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
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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Support Specialist 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.
