Client Experience Lead — Private Banking Partnerships

JPMorganChase

City of Edinburgh

On-site

GBP 55,000 - 90,000

Full time

3 days ago

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Job summary

JP Morgan Chase is seeking a Relationship Partner Manager to support Client Advisors by coordinating service and maintenance for Private Bank clients. You will be the primary service contact, ensuring seamless communication and high client satisfaction.

You will collaborate with advisers, operations, and technology teams to deliver exceptional service. You will lead servicing processes, engage in cross-sell opportunities, drive digital education, and manage periodic reviews while resolving

Qualifications

Bachelor's degree in finance, business administration, law, or related field.
English fluency required; Russian language skills advantageous but not required.
CISI Capital Markets Programme Unit 1 UK Financial Regulations & Unit 2 Securities highly desired.
Strong interpersonal and communication skills with clients.
Experience in financial services or banking with client service excellence.

Responsibilities

Oversee client servicing and account maintenance to ensure service excellence.
Coordinate with Advisors, Operations, Middle Office and Onboarding for documentation.
Address and resolve client and advisor inquiries promptly.
Process cash/liq transactions and corporate actions accurately and timely.
Monitor client cash balances and manage positions.
Assist with liquidity funds and FX cash management within limits.
Identify cross-sell opportunities to bankers and product partners.
Promote digital adoption through client education.
Lead periodic client reviews to completion.
Investigate and resolve fraud, errors or losses promptly.
Support projects across business, team and Advisors.