Client Services Specialist

Your expertise will be instrumental in investigating and resolving both generic and complex issues, while continuously building your knowledge of Private Bank products and services. Upholding the highest standards of client service, you will be a key player in fostering effective collaboration across the Wealth Management division. Your clear and consistent communication, coupled with informed decision-making, will ensure that you consider the risk and impact on the firm and your colleagues.

Join us and become a vital part of a team that is dedicated to excellence, where your contributions will make a significant impact and your career will flourish in a supportive and innovative environment.

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. CoreCash 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