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. 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 the 2020 Euromoney Survey for 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 CS3 to 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, particularly money 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
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

Metro Manila
Permanent
Full-time