Client Service Specialist - Paris

TwinThread; Paris; Sur place; EUR 40 000 - 60 000; Plein temps

Résumé du poste

TwinThread in Paris is seeking a Client Service Specialist (CSS) for the International Private Bank Client Service team. The role involves managing daily client transactions, monitoring cash balances, and resolving inquiries. Ideal candidates have a Bachelor’s degree, speak native French and English, and possess strong relationship and communication skills.

Join a collaborative environment at TwinThread and contribute to providing exceptional service to our clients.

Qualifications

• Native French and English language skills are required.
• Ability to adapt to a rapidly changing business and technology environment.
• Solid comprehension of banking and financial products.

Responsabilités

• Manage daily execution of client transactions and inquiries accurately.
• Monitor client cash balances and liaise with clients as necessary.
• Research and resolve client inquiries and problems.

Connaissances

Relationship management

Communication

Time management

Problem-solving

Formation

Bachelor's degree or equivalent financial qualifications

Description du poste

We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.

As a Client Service Specialist (CSS) in the International Private Bank Client Service team, you will be regionally aligned to bankers and their client base. You will be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service. Some examples of your daily responsibilities would be: executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address, stop payments and fees billing).

Job responsibilities

• Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
• Monitor client cash balances, where necessary liaising with clients to cover positions.
• Providing information, soliciting responses and recording elections for Corporate Actions on client accounts.
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner
• Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
• Identify cross-sell opportunities, and elevate to bankers and product partners in order to close or provide advice to the client
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment

Required qualifications, capabilities and skills

• Minimum of Bachelor's degree or equivalent financial qualifications
• Native French and English language skills are required
• Strong relationship management, communication and time management skills
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
• Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, life insurance and credit products as each applies to their specific region's business segment
• Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
• Previous experience in a similar role within the Financial services and/or Banking industry

J.P. Morgan is an equal‑opportunity employer and places 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.