Private Bank Client Service Specialist

Testing Site - JPMC; Easter Howgate; Sur place; GBP 28 000 - 42 000; Plein temps

Résumé du poste

Testing Site - JPMC in the United Kingdom seeks a Client Service Specialist to support Private Banking clients, delivering a seamless, first-class client experience. You will collaborate with multiple teams to ensure accurate handling of client inquiries and transactions, with emphasis on communication, compliance and quality service.

The role requires a Bachelor's degree or equivalent financial qualifications, fluent English, strong relationship management, and the ability to adapt to a rapidly

Qualifications

• Minimum of Bachelor's degree or equivalent financial qualifications.
• Fluent English.
• Strong relationship management, communication and time management skills.
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible.
• Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their region's business segment.
• Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions.
• Previous experience in a similar role within the Financial services and/or Banking industry.
• Capital Markets exam required or passed within 2 months of start date.

Responsabilités

• Manage daily execution of client transactions and inquiries accurately, within deadlines and in line with policies.
• Monitor client cash balances and liaise with clients to cover positions where necessary.
• Provide information, solicit responses and record elections for Corporate Actions on client accounts.
• Research, follow-up and resolve client inquiries and problems with stakeholders in a timely and professional manner.
• Research potential fraud, errors or losses to ensure prompt resolution.
• Identify cross-sell opportunities and elevate to bankers and product partners.
• Verify and maintain data quality related to client hierarchy and account alignment.

Connaissances

Fluent English

Relationship management

Communication

Time management

Regulatory awareness

Formation

Bachelor's degree or equivalent financial qualifications

Capital Markets exam

Description du poste

Testing Site - JPMC in the United Kingdom seeks a Client Service Specialist to support Private Banking clients, delivering a seamless, first-class client experience. You will collaborate with multiple teams to ensure accurate handling of client inquiries and transactions, with emphasis on communication, compliance and quality service.

The role requires a Bachelor's degree or equivalent financial qualifications, fluent English, strong relationship management, and the ability to adapt to a rapidly