As a Client Service Specialist within the Private Bank, you will work with teams across the bank to deliver a seamless and integrated experience to our clients. We are actively looking for team members who are collaborative, engaging, and motivated to provide a first-class experience to clients. If you are a detail‑oriented natural communicator with a passion for high‑quality service, this role provides the opportunity to be part of a dynamic team and make a significant impact on our client's experience.
Responsibilities
* Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority.
* Monitor client cash balances, where necessary liaising with clients to cover positions.
* Providing information, soliciting responses and recording elections for Corporate Actions on client accounts.
* Research, follow‑up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner.
* Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution.
* Identify cross‑sell opportunities, and elevate to bankers and product partners in order to close or provide advice to the client.
* Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment.
We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first‑class experience to clients. If you are a detail‑oriented natural communicator with a passion for high‑quality service, the Client Service team may be the one for you.
Qualifications
* Minimum of Bachelor's degree or equivalent financial qualifications.
* Fluent English and Russian.
* Strong relationship management, communication and time management skills.
* Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible.
* Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment.
* Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly.
* Previous experience in a similar role within the Financial services and/or Banking industry.
* Capital Markets exam required or passed within 6 months of start date.
About J.P. Morgan
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first‑class business in a first‑class way approach to serving clients drives everything we do. We strive to build trusted, long‑term partnerships to help our clients achieve their business objectives. J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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