Account Specialist IV Customer Service Specialist – Brokerage Support

JPMorgan Chase & Co.; Metro Manila; On-site; PHP 600,000 - 800,000; Full time

Job summary

JPMorganChase & Co. in Taguig City, Metro Manila, seeks an Account Specialist IV to deliver exceptional brokerage client support across phone, email, and chat channels.

You will assist with account setup, maintenance, and inquiries while ensuring regulatory compliance and high accuracy in transactions. The role collaborates with financial advisors and trading teams to provide timely information, resolve issues, and support vulnerable clients with empathy and professionalism.

Qualifications

• Experience in a brokerage or financial services environment or a strong interest in the financial market.
• Strong knowledge of financial products and brokerage operations.
• 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.
• Willingness to work rotating schedules and shifts based on business needs.
• Willingness and ability to support customers through phone, email and chat channels.
• Demonstrated customer focus, including empathy, ownership, and effective expectation-setting.
• Strong attention to detail and ability to follow defined procedures and regulatory practices.

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.

Skills

Brokerage knowledge

Customer service

Communication skills

Regulatory compliance

Attention to detail

Problem solving

Salesforce CRM

Tools

Salesforce CRM

Job description

Account Specialist IV Customer Service Specialist – Brokerage Support

Job Information

• Job Identification 210801282
• Job Category Account Service
• Business Unit Corporate Sector
• Posting Date 10/19/2026, 07:53 AM
• Locations 11th Avenue corner 36th Street Uptown Bonifacio, Taguig City, 1635, PH
• Job Schedule Full time

Job Description

Join our team as a Customer Service Specialist – Brokerage Support and play a key role in providing outstanding support to our clients.

As aCustomer Service Specialist – Brokerage Support, you will work in a highly collaborative environment to support clients with their brokerage accounts and help them navigate a broad range of financial service needs. This role is ideal for someone who is passionate about client experience and thrives in a fast-paced setting, with the opportunity to make a meaningful impact through timely, accurate, and compliant support.

You will assist clients by resolving account inquiries, processing service requests and transactions, and delivering a seamless experience across multiple channels. In addition, you will partner closely with financial advisors and internal support teams, provide appropriate support for vulnerable customers, and contribute to continuous process improvements to enhance service quality and efficiency.

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 escape 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.
• 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.
• Willingness and ability to work rotating schedules and shifts based on business needs
• Willingness and ability to support customers through both phone, email and chat channels
• Demonstrated customer focus, including empathy, ownership, and effective expectation-setting
• Strong attention to detail and ability to follow defined procedures and regulatory practices

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.
• Experience with compliance and risk management in financial services.
• Prior experience with Salesforce or similar CRM platforms.
• Exposure to AI-enabled business tools and willingness to adopt emerging technologies that support process improvement and operational excellence

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.