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 issuesBuilding knowledge of Private Bank products and servicesDetailing orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problemsMaintaining Client Service high standards: Working to consistently meet client requests; providing and ensuring client satisfactionCollaborating: Using business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business resultsCommunicating: 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 mannerMaking 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 writtenProven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlinesProficiency 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