International private bank - client service support specialistJPMorgan 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. 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 International 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: 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 teamsCoordinate collection and processing of tax documentation 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.
Monster

Philippines
Permanent
Full-time