Customer Service Brokerage Support

J.P. Morgan; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading global financial services firm is seeking a professional for client account management in London. The role involves assisting clients with account setups, resolving inquiries, and collaborating with various teams to enhance customer service. Ideal candidates should possess strong knowledge of financial products and exceptional communication skills. This position includes a hybrid working schedule of 35 hours per week, Monday to Friday.

Qualifications

• Strong interest in the financial market.
• Proficiency in financial software and CRM tools.
• Strong analytical and problem-solving abilities.

Responsibilities

• Assist clients with account setup and updates.
• Respond to client inquiries via phone, email, and chat.
• Collaborate with financial advisors and trading teams.

Skills

Experience in a brokerage or financial services environment

Strong knowledge of financial products

Excellent communication skills

Detail-oriented with high accuracy

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.

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 8am to 4pm with a blend of office and home working.