Banker Professional

JPMorgan Chase & Co.; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global financial services firm in Greater London seeks a Client Support Associate to provide operational support and client communication. The role requires a university degree and proficiency in PowerPoint and Excel, alongside excellent interpersonal skills and a dedicated approach to client service. Ideal candidates will demonstrate strong organizational skills and the ability to handle confidential information discreetly.

Qualifications

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

Responsibilities

• Operational support to Bankers and integrated team.
• Manage account opening/onboarding process.
• Support Bankers with updating account documentation.
• Assist with client queries and standard reporting.

Skills

English fluent

Interpersonal skills

Problem solving skills

Attention to detail

Education

University degree in finance, law or business related subject

Tools

PowerPoint

Excel

Job description

Job Summary

You will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to 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.

Job 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

Required Qualifications, Capabilities and Skills

• 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 detailed-oriented with strong commitment to accuracy
• Good judgment and problem solving skills
• Ability to work both independently and as a team player