JPM Personal Investing – Europe's leading Digital Wealth Manager – operates with the agility of a start‑up within a leading financial institution. We’re on a mission to ethically disrupt the UK financial services market, empowering customers to maximize their money through our innovative mobile banking app and dedicated customer support.
Join our team as a Customer Service Brokerage Support and play a key role in providing outstanding support to our clients. This role offers the opportunity to leverage your expertise in brokerage operations and financial products while building strong client relationships.
Job Responsibilities
* Assist clients with account setup, maintenance and updates.
* Provide clients with account updates such as trades, transfers and account adjustments.
* Monitor client accounts to ensure compliance with regulations and company policies.
* Respond to client inquiries via phone, email and chat.
* Provide information on financial products, services and account status.
* Resolve client issues promptly and escalates complex cases as needed.
* Support vulnerable customers with care and professionalism.
* Prepare and maintain accurate records of client interactions and transactions.
* Generate reports for clients and management as required.
* Collaborate with financial advisors, trading teams and other team members to support client needs.
* Stay informed about industry regulations and company policies, identifying and mitigating potential risks.
Required Qualifications, Capabilities and Skills
* Experience in a brokerage or financial services environment or a strong interest in the financial market.
* Strong knowledge of financial products and brokerage operations.
* Proficiency in financial software and CRM tools, preferably Salesforce.
* Excellent communication and interpersonal skills.
* Strong analytical and problem‑solving abilities.
* Detail‑oriented with a high level of accuracy.
* Ability to work independently and as part of a team.
Preferred Qualifications, Capabilities and Skills
* Experience supporting vulnerable customers.
* Familiarity with regulatory documentation and reporting standards.
* Experience collaborating with financial advisors and trading teams.
* Ability to contribute feedback to process improvements.
* Advanced proficiency in data analysis and reporting.
* Experience with compliance and risk management in financial services.
* Prior experience with Salesforce or similar CRM platforms.
Working Schedule
35 hours per week, Monday to Friday, 1 pm to 9 pm, with a blend of office and home working.
Equal Opportunity Employer
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
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