wealth Management - invest servicing sr. specialist iiiJPMorgan Chase

Job Description:
Employer Description
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.
Job Description
As a JP Morgan Wealth Management- Invest Servicing Sr. Specialist III, you will receive and resolve client and advisor inquiries and complaints, working under limited direct supervision. You will handle the most complex client and advisor problems, respond to questions/complaints, research and keep records of both problems and resolution, and escalates issues to the correct department or responds within established timeframes. You expected to assist clients and advisors on the following functions but not limited to; Client Service Center - Unlicensed, Advisor Service Center - Broker, Managed, 529, and estates. Duties and tasks are mostly non-routine, requiring experience to successfully accomplish tasks.
Key responsibilities include:
· Take ownership of each caller while empathizing and prioritizing client/advisor needs
· Resolve conflicts and manage client/advisor expectations
· Determine caller's needs and provide appropriate solutions through relationship building
· Effective verbal and written communication with both external and internal customers
· Document account activities thoroughly and concisely
· Engage in interactive dialogue through active listening
· Critical thinker and ability to exercise independent judgment
· Accuracy and attention to detail
· Required to abide by all applicable regulatory and department practices and procedures
· Effectively prioritize work to ensure efficiency
· Conduct research as needed
Qualifications:
· Bachelor's degree/degree level education or equivalent experience a plus
· Voice function or equivalent experience is preferred but not required
· Understands fundamentals of financial services and the industry
· Has knowledge of customer industry and the competitive environment
· Has knowledge of customer business and portfolio of products and services
· Understands firm business and the competitive environment
· Leverages knowledge to adeptly understand and address typical customer issues
· Plans and accomplishes complex tasks and/or projects using knowledge, analysis and good judgment
· Assesses multiple assignments and can prioritize in a logical and efficient manner
· Handles unexpected situations adeptly
· Schedule flexibility
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 $4.1 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