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2.0 - 6.0 years
0 Lacs
maharashtra
On-site
Your expertise will be crucial in investigating and resolving both generic and complex issues, all while expanding your understanding of Private Bank products and services. By upholding the highest standards of client service, you will play a vital role in promoting effective collaboration throughout the Wealth Management division. Your effective communication and informed decision-making will ensure that you carefully assess risks and impacts on the firm and your colleagues. Join our team to become an essential member of a group dedicated to excellence, where your contributions will have a significant impact and your career will thrive in a supportive and innovative setting. As a Client Service Specialist at J.P. Morgan Asset & Wealth Management, your responsibilities will include providing support to Wealth Management client service teams, managers, and clients. Working in a dynamic team-oriented and fast-paced environment, you will collaborate with advisors, client service, product partners, and operations teams to offer a seamless and integrated approach across Private Banking products. Your role will encompass investigating and resolving both generic and complex issues, enhancing knowledge of Private Bank products and services, and upholding high client service standards. Effective collaboration across the Wealth Management division, consistent communication, and informed decision-making that considers risks and impacts on the firm and colleagues are also key aspects of your role. Responsibilities: - Investigating and resolving generic and complex issues - Building knowledge of Private Bank products and services - Detail-oriented problem solving, including identifying underlying problems and developing innovative solutions - Maintaining high standards of client service to ensure satisfaction - Collaborating across Wealth Management to solve client problems and drive business results - Clear and consistent communication via email and phone - Prioritizing and executing initiatives efficiently - Making decisions by evaluating risks and impacts on the firm and employees Required qualifications, skills, and capabilities: - College degree or equivalent relationship/client service experience - Experience with various financial products, with CoreCash Operations experience preferred - Excellent oral and written communication skills - Ability to operate effectively in a matrix organization under pressure and tight deadlines - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook - Comfort with Internet/Intranet usage and ability to learn proprietary software and databases,
Posted 3 days ago
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