chase wealth Management - invest servicing sr spec iJPMorgan Chase

Job Description:
JPMorgan Chase & Co is a global financial services powerhouse with assets of US$1.3 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset and wealth management, and private equity. In Australia, JPMorgan is one of the few fully integrated investment banks with leadership positions across mergers and acquisitions, debt capital markets, derivatives, equities, equity capital markets, and treasury and securities services.
If you're interested in working in an environment where you can aspire to be the best, execute superbly and be part of a great team and winning culture, then explore the opportunities at JPMorgan.
As a US Wealth Management- Invest Servicing Sr. Specialist I, you will receive and resolve customer inquiries and complaints, working under limited direct supervision. You will handle the most complex customer problems, respond to questions/complaints, research customer problems, keep records of both problems and resolution, and escalates issues to the correct department or responds within established timeframes. Duties and tasks are mostly non-routine, requiring experience to successfully accomplish tasks.
Key responsibilities include:
Take ownership of each customer while empathizing and prioritizing customer needs
Resolve conflicts and manage customer expectations
Determine customer needs and provide appropriate solutions through relationship building
Effective verbal and written communication with both external and internal customers
Document customer account activities thoroughly and concisely
Engage in interactive dialogue with customers through active listening
Critical thinker and ability to exercise independent judgment
Accuracy and attention to detail
Required to abide by all applicable regulatory and department practices and procedures
Effectively prioritize work to ensure efficiency
Conduct research as needed
Qualifications:
Bachelor's degree/degree level education or equivalent experience a plus
Understands fundamentals of financial services and the industry
Has knowledge of customer industry and the competitive environment
Has knowledge of customer business and portfolio of products and services
Understands firm business and the competitive environment
Leverages knowledge to adeptly understand and address typical customer issues
Plans and accomplishes complex tasks and/or projects using knowledge, analysis and good judgment
Assesses multiple assignments and can prioritize in a logical and efficient manner
Handles unexpected situations adeptly
Schedule flexibility
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:
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
As part of the Consumer Bank, Chase Wealth Management offers comprehensive financial planning and digital investing services to individuals and families. We serve a wide range of clients from those just starting to build their savings to those with significant wealth. We build long-term relationships by offering advice and solutions to meet our clients' needs.
JPMorgan Chase

Philippines
Permanent
Full-time