Brokerage Client Support & Accounts Specialist

JPMorgan Chase & Co.; City of Westminster; Sur place; GBP 25 000 - 35 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Customer Service Brokerage Support to provide outstanding client assistance, manage accounts, and navigate brokerage operations. You will work with financial advisors and internal teams across channels to ensure a seamless client experience and compliant service delivery.

The role emphasizes accuracy, strong communication, and the ability to support vulnerable customers while contributing to process improvements in a fast-paced environment.

Qualifications

• Experience in brokerage or financial services preferred.
• Experience supporting vulnerable customers.
• Familiarity with regulatory documentation and reporting standards.
• Experience collaborating with financial advisors and trading teams.
• Advanced data analysis and reporting skills.
• Experience with compliance and risk management in financial services.
• Proficiency in Salesforce or similar CRM platforms.

Responsabilités

• 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 elevate 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.

Connaissances

Salesforce

CRM tools

Communication skills

Analytical thinking

Attention to detail

Teamwork

Outils

Salesforce CRM

CRM platforms

Description du poste

JPMorgan Chase & Co. is seeking a Customer Service Brokerage Support to provide outstanding client assistance, manage accounts, and navigate brokerage operations. You will work with financial advisors and internal teams across channels to ensure a seamless client experience and compliant service delivery.

The role emphasizes accuracy, strong communication, and the ability to support vulnerable customers while contributing to process improvements in a fast-paced environment.