Brokerage Client Services Specialist

Aumni; Greater London; On-site; GBP 28,000 - 42,000; Full time

Job summary

J.P. Morgan is seeking a Customer Service Brokerage Support to help manage client accounts, process inquiries, and ensure secure, compliant service across multiple channels. You will collaborate with financial advisors and trading teams to support client needs while upholding regulatory standards.

The role emphasizes assisting with portfolio updates, account status information, and risk-aware processes in a fast-paced environment. The schedule includes early hours (07:30 /08:00- 15:30/16:00).

Qualifications

• Strong knowledge of financial products and brokerage operations.
• Proficiency in Salesforce or other CRM tools.
• Excellent communication and interpersonal skills.
• Strong analytical and problem‑solving abilities.
• Detail‑oriented with a high level of accuracy.
• Ability to work independently and as part of a team.

Responsibilities

• Assist clients with account setup, maintenance, and updates.
• Provide clients with account updates such as trades, transfers and account adjustments.
• Monitor client accounts to ensure compliance with regulations and company policies.
• Provide information on financial products, services, and account status.
• Resolve client issues promptly and escalate complex cases as needed.
• Support vulnerable customers with care and professionalism.
• Prepare and maintain accurate records of client interactions and transactions.
• Generate reports for clients and management as required.
• Collaborate with financial advisors, trading teams, and other team members to support client needs.
• Stay informed about industry regulations and company policies, identifying and mitigating potential risks.

Skills

Brokerage ops

CRM tools

Communication

Analytical skills

Attention to detail

Independent & team work

Tools

Salesforce

Job description

J.P. Morgan is seeking a Customer Service Brokerage Support to help manage client accounts, process inquiries, and ensure secure, compliant service across multiple channels. You will collaborate with financial advisors and trading teams to support client needs while upholding regulatory standards.

The role emphasizes assisting with portfolio updates, account status information, and risk-aware processes in a fast-paced environment. The schedule includes early hours (07:30 /08:00- 15:30/16:00).