Banker Professional

J.P. Morgan; Greater London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading financial institution in the UK is seeking a Client Support Specialist to assist Client Advisors with daily operations and client communication. This role demands excellent interpersonal skills to ensure high client satisfaction while managing confidential information. Candidates should hold a university degree preferably in finance or business, and possess expertise in Excel and PowerPoint. An organized, detail-oriented individual will thrive in this team-oriented environment.

Qualifications

• University degree, preferably in finance, law or business related subject (or equivalent).
• Fluent in English.
• Ability to handle confidential matters with discretion.

Responsibilities

• Provide operational support to Bankers and integrated team.
• Manage account opening/onboarding process.
• Support Bankers in updating account documentation.

Skills

Client communication

Interpersonal skills

Organization

Problem solving

Self-starter

Education

University degree in finance, law, or business

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