client service support specialist for International private bankJPMorgan Chase

Job Description:
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra- high net worth individuals and families around the world. J.P. Morgan was named Best Private Bank Overall in the United States for the sixth consecutive year by Euromoney and the Best Private Bank Globally, and is recognized as the global leader in technology and innovation in financial services. As a Specialist on the Client Service Support Team, you will be responsible for executing a range of operational activities to support the delivery of service to LatAm Private Bank clients. You will work in a team-oriented environment with Client Service Associates (CSAs) and various operations teams to assure smooth execution of activities, ultimately delivering exceptional service to our clients.
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
ESSENTIAL FUNCTIONS:
Coordinate collection and processing of tax documentation
Manage daily transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures
Management and follow through on Service requests, including composition of credit reference letters, account maintenance activities for credit and debit card products and annual service fee administration, as directed by the CSA teams
Assist with research, follow-up and issue resolution through effective interaction with CSAs and operations teams in a timely and professional manner
Funds/ wire transfer processing
Escalation of issues for any urgent matters or assistance
Participate in Service-related projects/priorities as needed
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
1-3 years' experience in the Financial Services and/or Private Banking industry
BA/BS preferred or equivalent work experience
Highly organized, attentive to details, excellent follow up habits
Effective communicator (both orally and written)
Ability to work effectively as a member of a team with the ability to work well with multiple CSA teams and other team members
High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
English speaker who have knowledge, experience, and willing to use Chase Translation tool to convert/understand client instructions in English, Spanish, Portuguese language.
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 with client assets of $4.3 trillion. 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

Philippines
Permanent
Full-time