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ipb client Service support specialist (asia bilingual)JPMorgan Chase

Workplace: MetroManila, Manila
Salary: Agreement
Work form: Full time
Posting Date: 20/10/2023
Deadline: 26/06/2021

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Job Description:
You will be part of a central team supporting the Client Services Team and their client base. Some examples of the daily responsibilities include cash movements, audit requests, management of cash balances, executing foreign exchange, tax documentation inquiries, performing account maintenance (account opening and closing), change of address, stop payments and fees billing.
This role will be supporting our CSS team in delivering a high quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. The individual will be expected to contribute to the overall success of the group in proportion to his/her experience, and will be evaluated relative to their peer group
Core Responsibilities will include but not be limited to:
Maintain client confidentiality at all times
Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
Working within a team to execute daily transactions including loan withdrawals, deposits, payment execution and liquidity fund trades
Assist the team in production of monitoring reports for daily transactions
Data entry and process initiation for changes of client demographics
Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
Liaise and follow-up with internal teams for documentation issues
Signature Verification of Instructions received from clients
Take ownership of work, problems, clarify issues / objections, and ensure data integrity, accuracy and completeness
Escalate issues for any urgent matters or assistance
Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager
Essential skills/experience
Requires strong Mandarin, Cantonese, and/or Fukien language skills (Minimum of reading and interpreting, with verbal and written preferable)
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, and credit products and services as each applies to their specific region's business segment is an advantage
Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities associated if they are not executed properly
Detail-oriented and results-focused
Team player with the ability to work well with multiple stakeholders and other team members
Previous experience in a similar role within the financial services and/or Banking industry is an advantage
Excellent English communication skills (verbal and written)
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

Other Info

Metro Manila
Permanent
Full-time

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JPMorgan Chase

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JPMorgan Chase jobs

Manila, Metro Manila


Position ipb client Service support specialist (asia bilingual) recruited by the company JPMorgan Chase at MetroManila, Manila, Joboko automatically collects the salary of , finds more jobs on IPB Client Service Support Specialist (Asia Bilingual) or JPMorgan Chase company in the links above

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