Banker Professional

JPMorgan Chase & Co.; Manchester; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading banking institution is seeking talented individuals for a client support role in Manchester. The successful candidate will work closely with Client Advisors, providing operational support and ensuring exceptional client satisfaction. Responsibilities include managing client communication, assisting with account onboarding, and supporting team projects. Applicants should have a university degree in finance, law, or business, along with expertise in PowerPoint and Excel, and strong interpersonal skills. This role offers a collaborative and dynamic work environment.

Qualifications

• University degree, preferably in finance, law or business related subject.
• Fluent in English.
• Ability to maintain confidentiality.
• Expertise in PowerPoint and Excel.
• Excellent interpersonal skills.
• Self-starter and organized with attention to detail.
• Strong problem-solving skills.
• Ability to work independently and as part of a team.

Responsibilities

• Provide operational support to Bankers and integrated teams.
• Manage account opening/onboarding processes.
• Support with updating account documentation.
• Assist with business and banker projects.
• Help with team projects and admin.
• Resolve client queries and standard reporting.

Skills

Client communication

Operational support

Interpersonal skills

Problem solving

Team player

Education

University degree in finance, law or business

Tools

PowerPoint

Excel

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind‑set and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

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
• 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