Job Description:
Operating hours: While actual hours will depend on the US team that the role will be supporting, the hours will fall within the Monday-Friday 8am-8pm EST hours of the US teams; this may change based on business requirement.
Core Responsibilities:
Manage daily transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures
Proactively manage and monitor the IPB Client Service Tax Support mailbox and assist Client Service Teams answering tax queries or/and liaising with Tax Teams for assistance, appointing Client Service Teams to the right team to contact without giving tax advice
Support Tax Solicitation (Review, Prefills, send solicitation and Tax Tickets)
Act as coordinator between Tax Operations and Client Service Teams
Assist with research, follow-up and issue resolution through effective interaction with Client Service and operations teams in a timely and professional manner
Funds/ wire transfer processing (as required)
Escalation of issues for any urgent matters or assistance
Participate in Service-related projects/priorities as needed
Qualifications:
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
Service-Oriented
Effective communicator (both orally and written)
Ability to work effectively as a member of a team with the ability to work well with multiple Client Service 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
Candidate must be fluent in English
One or multiple of the following European languages: Italian, Spanish, Portuguese, French prefered but not required
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
Operating hours: While actual hours will depend on the US team that the role will be supporting, the hours will fall within the Monday-Friday 8am-8pm EST hours of the US teams; this may change based on business requirement.
Core Responsibilities:
Manage daily transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures
Proactively manage and monitor the IPB Client Service Tax Support mailbox and assist Client Service Teams answering tax queries or/and liaising with Tax Teams for assistance, appointing Client Service Teams to the right team to contact without giving tax advice
Support Tax Solicitation (Review, Prefills, send solicitation and Tax Tickets)
Act as coordinator between Tax Operations and Client Service Teams
Assist with research, follow-up and issue resolution through effective interaction with Client Service and operations teams in a timely and professional manner
Funds/ wire transfer processing (as required)
Escalation of issues for any urgent matters or assistance
Participate in Service-related projects/priorities as needed
Qualifications:
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
Service-Oriented
Effective communicator (both orally and written)
Ability to work effectively as a member of a team with the ability to work well with multiple Client Service 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
Candidate must be fluent in English
One or multiple of the following European languages: Italian, Spanish, Portuguese, French prefered but not required
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
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Metro Manila
Permanent
Full-time
Permanent
Full-time
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JPMorgan Chase
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JPMorgan Chase jobs
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Position ipb client Service tax support specialist recruited by the company JPMorgan Chase at MetroManila, Manila, Joboko automatically collects the salary of , finds more jobs on IPB Client Service Tax Support Specialist or JPMorgan Chase company in the links above
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JPMorgan Chase jobs
Manila, Metro Manila