Customer Service Brokerage Support

J.P. Morgan; City of Edinburgh; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial institution is seeking a Customer Service Brokerage Support representative in Edinburgh. This role involves assisting clients with account management and providing information on financial products. Ideal candidates have experience in the financial services market and strong communication skills. The position offers a collaborative work environment with a combination of office and home working.

Qualifications

• Strong interest in financial markets.
• Detail-oriented with high accuracy.
• Ability to work independently and as part of a team.

Responsibilities

• Assist clients with account setup and maintenance.
• Respond to inquiries via phone, email, and chat.
• Monitor client accounts for compliance.

Skills

Experience in brokerage or financial services

Knowledge of financial products

Excellent communication skills

Analytical abilities

Tools

Salesforce

Financial software

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.

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.