Customer Service Brokerage Support

JPMorganChase; City of Edinburgh; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company in Edinburgh seeks a Customer Service Brokerage Support professional to assist clients with account management and provide outstanding support. Ideal candidates will possess strong knowledge of financial products and brokerage operations, excellent communication skills, and the ability to handle client inquiries across multiple channels. This role offers a chance to make a meaningful impact in a collaborative environment with flexible working options.

Qualifications

• Experience in a brokerage or financial services environment.
• Strong knowledge of financial products and operations.
• Proficiency in financial software and CRM tools.

Responsibilities

• Assist clients with account setup, maintenance, and updates.
• Provide clients with account updates and resolve issues.
• Monitor accounts for compliance with regulations.

Skills

Experience in brokerage or financial services

Knowledge of financial products

Proficiency in financial software

Excellent communication skills

Strong analytical abilities

Tools

Salesforce

Job description

Overview

Nutmeg, Europe's leading Digital Wealth Manager with over £7 billion Assets Under Management and 260,000+ global investors, operates with the agility of a start-up within a leading financial institution. We're on a mission to ethically disrupt the UK financial services market, empowering our customers to maximize their money through our innovative mobile banking app and dedicated customer support. As a J.P. Morgan company, we complement Chase's digital bank in the UK, focusing on customer-centric offerings in investments and digital wealth management.

Join our team as a Customer Service Brokerage Support and play a key role in providing outstanding support to our clients. This is your opportunity to leverage your expertise in brokerage operations and financial products while building strong client relationships. You\'ll work in a collaborative environment, supporting clients with their accounts and helping them navigate their financial needs. If you\'re passionate about client service and thrive in a fast-paced setting, this role offers the chance to make a meaningful impact.

You will assist with client accounts, address inquiries, and ensure a seamless experience for every client. You will work with us to process transactions, maintain compliance, and provide prompt support across multiple channels. Your role will involve, not limited to, collaborating with financial advisors and internal support teams, supporting vulnerable customers, and contributing to process improvements.

Job 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.
• Respond to client inquiries via phone, email, and chat.
• 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.

Required Qualifications, Capabilities, and Skills

• Experience in a brokerage or financial services environment or a strong interest in the financial market.
• Strong knowledge of financial products and brokerage operations.
• Proficiency in financial software and CRM tools, preferably Salesforce.
• 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.

Preferred Qualifications, Capabilities, and Skills

• Experience supporting vulnerable customers.
• Familiarity with regulatory documentation and reporting standards.
• Experience collaborating with financial advisors and trading teams.
• Ability to contribute feedback to process improvements.
• Advanced proficiency in data analysis and reporting.
• Experience with compliance and risk management in financial services.
• Prior experience with Salesforce or similar CRM platforms.

Working Schedule

35 hours per week Monday to Friday 1pm to 9pm, with a blend of office and home working.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\'s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we\'re setting our businesses, clients, customers and employees up for success.