Banker Professional

JPMorganChase; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial institution in the United Kingdom is seeking a dedicated client support associate to assist Client Advisors. The role involves operational support, managing client onboarding, and maintaining confidentiality. The ideal candidate should possess a degree in finance, law, or business-related fields and excellent communication skills. Strong proficiency in PowerPoint and Excel is required, along with the ability to work both independently and as part of a team. Opportunity for growth in a professional environment is available.

Qualifications

• Fluent in English and possess excellent written and oral communication skills.
• Ability to maintain absolute discretion when dealing with confidential matters.
• Self-starter, organized, with a strong commitment to accuracy.

Responsibilities

• Provide operational support to Bankers and integrated team.
• Manage account opening and onboarding process.
• Support documentation updates and client periodic review process.
• Assist with business projects for clients.
• Help with team project administration and reporting.
• Resolve client queries and standard reporting.

Skills

Sales Experience

Presentation Skills

Customer Service

Financial Services

Financial Acumen

Math

Education

University degree in finance, law or business related subject

Tools

PowerPoint

Excel

Job description

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 mindset and are looking to constantly challenge yourself, J.P. 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 a team of Client Advisors in all facets of daily business routine while maintaining awareness of and sensitivity to the confidential nature of private banking. The role will include client communication and working 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

Required Experience

Unclear Seniority

Key Skills

Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF

Employment Type

Full‑Time

Experience

years

Vacancy

1