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Client Service_Operations Analyst

JPMorgan Chase & Co.

JPMorgan Chase & Co.

IT, Customer Service, Operations
Mumbai, Maharashtra, India
Posted on Sunday, June 9, 2024

Job Description

Job Summary

The Client Service Support Specialist role is responsible for providing support to Wealth Management client service teams, managers and clients. Client Service Support Specialists 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.

While actual hours will depend on the US team that the role will be supporting, the hours will fall within the Monday-Friday 8am-8pm EST hours of the US teams. (6:30 PM to 3:30 AM IST)

Job Responsibilities:

  • Understand client issues, be responsible for resolving the issue with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
  • Investigating and resolving generic and complex issues
  • Building knowledge of Private Bank products and services.
  • Must be able to efficiently utilize technology to capture and fulfil client’s requests in appropriate systems.
  • Expected to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
  • Detail 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 partner
  • Researching: Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
  • Risk & Controls: Adhere to and maintain the firm’s controls policies and procedures as well as protecting client assets against potential fraud activities

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 written
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Expert knowledge with Microsoft Outlook email, scheduling and task manager
  • 1-2 years of experience