asset and wealth Management - client service support manager - private bankingJPMorgan Chase
Workplace: MetroManila, Manila
Salary: Agreement
Work form: Full time
Posting Date: 10/11/2025
Deadline: 08/03/2024
Job Description:
As a Client Service Support Manager, you are responsible for providing support to Wealth Management client service teams, managers and clients. You will 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 and has escalation and managerial responsibilities.
Job Responsibilities:
Communicate guidance and direct CSSS to resources for delivering high quality, high touch service to US client service teams, managers and clients
Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures
Meet with internal partners regularly to ensure service expectations are met
Understand and comply with regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly
Research, follow-up and resolve escalated client issues and problems through effective interaction with key partners
Provide direction surrounding HR matters, talent development, and disciplinary action. Participate in recruiting efforts and process enhancements to maintain staffing levels of CSSS teams
Share in review of key daily, weekly and monthly metrics for CSSS teams
Evaluate CSSS Team performance by using key metrics and performance measures to provide feedback via email, informal discussions, quarterly/semi-annual performance meetings and annual review process
Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
Drive the successful implementation, adherence, and maintenance of the firm's control's policies and procedures as well as protecting client assets against potential fraud activities
Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Required qualifications, capabilities, and skills:
Client/Stakeholder Management experience
Amenable to work on shifting schedules
People Management experience
Coaching and Performance management experience
Preferred qualifications, capabilities, and skills:
Work experience in Finance/Private Banking is preferred
Project Management experience is preferred
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team: 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.
JPMorgan Chase
As a Client Service Support Manager, you are responsible for providing support to Wealth Management client service teams, managers and clients. You will 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 and has escalation and managerial responsibilities.
Job Responsibilities:
Communicate guidance and direct CSSS to resources for delivering high quality, high touch service to US client service teams, managers and clients
Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures
Meet with internal partners regularly to ensure service expectations are met
Understand and comply with regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly
Research, follow-up and resolve escalated client issues and problems through effective interaction with key partners
Provide direction surrounding HR matters, talent development, and disciplinary action. Participate in recruiting efforts and process enhancements to maintain staffing levels of CSSS teams
Share in review of key daily, weekly and monthly metrics for CSSS teams
Evaluate CSSS Team performance by using key metrics and performance measures to provide feedback via email, informal discussions, quarterly/semi-annual performance meetings and annual review process
Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
Drive the successful implementation, adherence, and maintenance of the firm's control's policies and procedures as well as protecting client assets against potential fraud activities
Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Required qualifications, capabilities, and skills:
Client/Stakeholder Management experience
Amenable to work on shifting schedules
People Management experience
Coaching and Performance management experience
Preferred qualifications, capabilities, and skills:
Work experience in Finance/Private Banking is preferred
Project Management experience is preferred
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team: 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.
JPMorgan Chase
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Metro Manila
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Full-time
Permanent
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