client Operations analyst - ipb trainerJPMorgan Chase

Job Description:
Client Service Specialists (CSS) are the primary contact for all service related needs of a Private Banking client. CSS work with bankers, investors, various product specialists, middle-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products.
CSS are regionally aligned to bankers and their client base. Some examples of CSS daily responsibilities include: affecting cash movements; monitoring overdrafts, cash balances, foreign exchange, and tax document inquiries; performing account maintenance (account opening and closing, change of address, stop payments and fees billing).
Client Service Support Specialist teams are responsible for transactional support for the CSS Teams, including processing money transfers and security transfers within required timeframes and currency cut offs.
Job Responsibilities
· Deliver Business Training Agenda for the region in close consultation with the Client Service Support Team Manager
· Ensure close coordination with Training Peers in other regions to achieve global consistency
· Facilitate new hire, skill enhancement and initiative-specific training programs for Client Service roles
· Conduct needs assessments with internal clients to identify performance gaps and implement solutions
· Own, design and maintain Client Service training programs for the IPB region
· Work closely with the Client Service Transformation team to prepare the delivery of training programs
· Assist in facilitating the knowledge management efforts including policy and procedure content maintenance and communications to Client Service team
· Evaluate the effectiveness of training programs to ensure that appropriate outcomes/improvements have been attained
· Participate on project teams whose outcomes have significant impact to business results
· Coordinate training events with internal business partners, includes details such as location, logistics, set-up, materials, training aids and program evaluations
· Assist Client Service Managers in development and coaching of employees
· Partner with Manila Hub Client Service Support Specialist teams in order to meet needs of IPB Client Service Specialist teams
· preparing and reviewing communications to be sent to IPB Client Service audience
· preparing and reviewing IPB Client Service procedures, working closely with Business Process Team
Qualifications
· Candidate will ideally have formal training, education or coaching experience
· Strong presentation skills
· Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources as efficiently as possible
· Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, and credit products
· Must understand 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
· Effective communication, judgement, problem-solving and relationship skills
· Experience in the Financial services and/or Banking industry
· Strong knowledge of MS Word, Excel, PowerPoint, and other office-related programs
· Ability to effectively interact at all levels in the organization
· Language skills an advantage
JPMorgan offers an exceptional benefits program and a highly competitive compensation package
JPMorgan is an Equal Opportunity Employer
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 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

Metro Manila
Permanent
Full-time