You are a strategic thinker passionate about driving solutions. You have found the right team.

As a Client Service Support Specialist within J.P. Morgan Asset & Wealth Management, you will have the opportunity to provide support to Wealth Management client service teams, managers, and clients. You will work in a complex team-oriented and fast-paced environment, responding to incoming emails, opening and monitoring cases, and following up on requests. You will need to become proficient in various systems and have excellent written and oral communication skills. This role provides a unique opportunity to build knowledge of Private Bank products and services, and to contribute to maintaining high client service standards.

 

Job Responsibilities:

Investigate and resolve both generic and complex issues. Build knowledge of Private Bank products and services. Utilize technology efficiently to capture and fulfill client requests in appropriate systems. Work independently with supervision and escalate issues as necessary to resolve client requests promptly. Resolve issues by identifying underlying problems and developing innovative solutions. Maintain high client service standards by consistently meeting client requests and ensuring satisfaction. Collaborate using business knowledge, technical skills, and partnerships across Wealth Management to solve client problems. Communicate clearly and consistently via email or phone with clients and internal partners. Organize and prioritize initiatives, tasks, and details efficiently. Make decisions by evaluating options, risks, and impacts on the firm and employees. Manage multiple projects simultaneously and prioritize effectively.

 

Required qualifications, capabilities and skills: 

Have at least 1+ years of experience. Hold at least a Bachelor's degree or higher. Gain experience with a wide array of financial products. Demonstrate excellent oral and written communication skills. Operate effectively in a matrix organization and work under pressure with tight deadlines. Achieve proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). Master expert knowledge of Microsoft Outlook for email, scheduling, and task management. Develop a general comfort level with Internet/Intranet usage and learn proprietary software and databases. Serve clients and deliver exceptional client service. Handle situations maturely and deal with conflicts constructively. Project a confident and professional presence to clients, other bank departments, and the community.