Banker Professional

JPMorgan Chase & Co.; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in the City of Westminster is seeking a Client Support Specialist to provide operational support to the Private Banking team. The ideal candidate will be a self-starter with a university degree in finance or business, fluent in English, and possess strong interpersonal skills. Responsibilities include onboarding processes, updating account documentation, and assisting with client queries. This role requires excellent communication and problem-solving abilities, ensuring exceptional client service.

Qualifications

• University degree, preferably in finance, law or business related subject (or equivalent).
• Fluent in English.
• Absolute discretion when dealing with confidential matters.
• PowerPoint and Excel expertise required.
• Excellent interpersonal skills, both written and oral.

Responsibilities

• Operational support to Bankers and wider integrated team.
• Help manage account opening / onboarding process.
• Support Bankers with updating account documentation.
• Assist with team projects and admin tasks.
• Resolve ad hoc client queries and standard reporting.

Skills

Client communication

Interpersonal skills

Problem solving

Attention to detail

Organizational skills

Education

University degree in finance, law, or business

Tools

PowerPoint

Excel

Job description

You will provide support to a team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to the confidential nature of Private Banking clients. This role will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations and technology teams to fulfil requests. You would be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

Responsibilities

• Operational support to Bankers and wider integrated team, where appropriate
• Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
• Help support Bankers with updating account documentation / authorities & Sig Lists on an ad hoc basis and within the role of managing client Periodic Review process
• Help with business and banker projects and strategies for prospects and clients including subscription and content management
• Help with team projects and admin (weekly flows commentary, pipeline reporting etc.)
• Support to resolve ad hoc client queries and standard reporting

Qualifications

• University degree, preferably in finance, law or business related subject (or equivalent)
• English fluent
• Absolute discretion when dealing with confidential matters
• PowerPoint and Excel expertise required
• Excellent interpersonal skills, both written and oral
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
• Good judgment and problem solving skills
• Ability to work both independently and as a team player