Brokerage Client Services Specialist

JPMorgan Chase & Co.; Greater London; On-site; GBP 32,000 - 46,000; Full time

Job summary

JPMorgan Chase & Co. in London seeks a Customer Service Brokerage Support to provide outstanding client service, manage brokerage inquiries, and support accounts across multiple channels.

You will work with financial advisors and internal teams to ensure accurate processing of transactions and compliance, while assisting vulnerable customers with care and professionalism. The role emphasizes collaboration, attention to regulatory requirements, and proactive problem solving within a fast-paced

Qualifications

• Strong knowledge of financial products and brokerage operations.
• Proficiency with CRM tools, especially Salesforce, and client data handling.
• Excellent communication and interpersonal skills.
• Analytical and problem-solving abilities with attention to detail.

Responsibilities

• Assist clients with account setup, maintenance, and updates.
• Provide account updates such as trades, transfers and adjustments.
• Monitor accounts for regulatory and policy compliance.
• Explain financial products and services; resolve issues promptly.

Skills

Brokerage knowledge

CRM tools (Salesforce)

Strong communication

Analytical thinking

Attention to detail

Teamwork

Tools

Salesforce

Job description

JPMorgan Chase & Co. in London seeks a Customer Service Brokerage Support to provide outstanding client service, manage brokerage inquiries, and support accounts across multiple channels.

You will work with financial advisors and internal teams to ensure accurate processing of transactions and compliance, while assisting vulnerable customers with care and professionalism. The role emphasizes collaboration, attention to regulatory requirements, and proactive problem solving within a fast-paced