Customer Service Specialist - JP Morgan Personal Investing

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

Job summary

A leading financial services firm in the UK is seeking a Customer Services Specialist to provide exceptional service to customers. You will be the first point of contact, addressing queries and helping customers achieve their financial goals. The ideal candidate is passionate about financial services, possesses excellent communication skills, and thrives in a dynamic environment. This role offers the chance to make a significant impact in a collaborative team. Join us to empower customers and enhance their financial experiences.

Qualifications

• Previous experience supporting customers or clients.
• Passion for financial services, regardless of prior industry experience.
• Ability to thrive in a fast-paced, dynamic environment.

Responsibilities

• Act as the first point of contact for customers, delivering exceptional service.
• Communicate with customers via phone, email, and secure messages.
• Handle challenging conversations with empathy and professionalism.

Skills

Excellent communication skills

Empathy

Problem-solving skills

Multitasking

Job description

Join J.P. Morgan Personal Investing, Europe's leading digital wealth manager, and help us ethically disrupt the UK financial services market. We operate with the agility of a start‑up within a global institution, empowering customers to maximize their money through our innovative mobile app and dedicated support. As part of a team that values customer‑centric solutions, you'll have the opportunity to make a real impact in a fast‑paced, dynamic environment. If you're passionate about financial services and delivering exceptional experiences, this is the role for you.

Customer Services Specialist

You will be the first point of contact for both new and existing customers. You will work with us to provide outstanding service, address customer queries promptly, and identify opportunities to help customers achieve their financial goals. Your role will involve collaborating with internal teams and referring customers to the right contacts when needed, ensuring a seamless and positive experience.

Job Responsibilities

• Act as the first point of contact for J.P. Morgan Personal Investing customers, delivering exceptional service and product knowledge.
• Communicate with customers via phone, email, and secure messages, providing timely and high‑quality responses.
• Adapt your communication style to each customer, creating memorable and personalized experiences.
• Handle challenging conversations, including potential complaints, with empathy and professionalism.
• Identify opportunities to support customers' financial goals and refer them to the appropriate contacts.
• Maintain up‑to‑date knowledge of products and services to best assist customers.
• Collaborate with internal teams to resolve customer queries efficiently.
• Take ownership of customer issues and follow through to resolution.
• Demonstrate a passion for continuous learning and self‑development.
• Uphold the highest standards of integrity and customer care.
• Contribute to a positive and dynamic team environment.

Required Qualifications, Capabilities, and Skills

• Previous experience supporting customers or clients.
• Passion for financial services, regardless of prior industry experience.
• Excellent communication skills and a commitment to ownership.
• Ability to thrive in a fast‑paced, dynamic environment and multitask effectively.
• Empathy, problem‑solving skills, and a passion for learning and self‑development.

Preferred Qualifications, Capabilities, and Skills

• Experience handling challenging conversations or complaints.
• Familiarity with digital banking or wealth management products.
• Ability to identify and refer opportunities for customers' financial growth.
• Strong organizational and time‑management skills.
• Experience working in a customer‑centric, high‑growth environment.
• Proficiency with CRM or customer support tools.
• Demonstrated ability to collaborate with cross‑functional teams.

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 FAQ 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.