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Client Service Support Specialist

JPMorgan Chase & Co.

JPMorgan Chase & Co.

Customer Service
Mumbai, Maharashtra, India
Posted on Thursday, May 30, 2024

Job Description

As a Client Service Support Specialist, you will be responsible for providing support to Wealth Management client service teams, managers and clients.

Job responsibilities

  • Understand client issues and be responsible for resolving issues with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
  • Review incoming emails from clients and internal partners, working with various areas of the bank for client resolution, opening and monitoring cases and following up on requests.
  • Investigate and resolve generic and complex issues and build knowledge of Private Bank products and services
  • Manage to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
  • Identify options to evaluate risk and impact on the firm and other employees; owning your course of action
  • Review, research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
  • Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions

Required qualification, skills and capabilities:

  • At least 2 years of Experience in the Financial Services and/or Private Banking industry
  • College degree or equivalent relationship or client service experience
  • Core Payment Processing experience is fundamental
  • 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