ipb- spanish client service Support specialist (latam)JPMorgan Chase

Job Description:
JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.5 trillion, over 235,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.
Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.
J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
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.
The Client Service Group (CSG) is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.
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 Fluent in Spanish and/or Portuguese
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