private bank client Service managerJPMorgan 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. M 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 Latin America Private Bank was ranked #1 for Best Private Banking Services Overall, Mega HNW, UHNW, Family Office Services, Philanthropic Advice and Next Generation, and #2 for HNW Services and ESG/Impact Investing, according to the2020 Euromoney Surveyfor LatAm Private Banking and Wealth Management. Position Summary: The successful candidate will be part of Asset and Wealth Management - International Private Bank for Latin America. The Client Service Manager role will manage a team of bilingual CS3s and will work with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach across Private Banking products. As a Client Service Manager, you are responsible for providing exceptional leadership and will be accountable for end to end ownership of the client and employee experience, including service levels, satisfaction, and overall performance of the team. To be successful, you will need to build and maintain a winning team. Day to day, you will deliver tactical and strategic solutions in a highly controlled and regulated environment in order to meet objectives in a fast changing and dynamic environment. 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. Core Responsibilities: Communicate guidance and direct CS3to resources for delivering high quality, high touch service to IPB LatAm and GFG client service teams, managers and clients Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures Initiate and rekey payment instructions Research, follow-up and resolve escalated client issues and problems through effective interaction with key partners Meet with internal partners regularly to ensure service expectations are met Understand and comply with regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly Participate in recruiting efforts and process enhancements to maintain staffing levels of CS3 teams Share in review of key daily, weekly and monthly metrics for CS3 teams Provide direction surrounding HR matters, talent development, and disciplinary action Evaluate CS3 Team performance by using key metrics and performance measures to provide feedback via email, informal discussions, quarterly/semi-annual performance meetings and annual review process Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests Drive the successful implementation, adherence, and maintenance of the firm's control's policies and procedures as well as protecting client assets against potential fraud activities Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions Lead process improvement initiatives and engagement activities JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran Qualifications: College graduate with at least 3 years of experience with financial products, particularlymoney movement, and payment investigations Proven experience in a leadership capacity ability to motivate an individual and team Keen understanding of the financial and banking industries Excellent judgment and decision making skills solutions oriented Solid communication, time management and interpersonal skills must be able to diffuse conflict diplomatically Ability to adapt to a rapidly changing business and technology environment must be a change leader Disciplined approach to managing and acting upon key daily reports Ability to balance producing strong results with proper risk management Extremely organized and detail oriented Knowledge on Alteryx, Tableau, RPA, Programming / Scripting languages for automation is an advantage
Monster

Metro Manila
Permanent
Full-time