Bilingual Wealth Management: Client Experience Analyst

JPMorgan Chase & Co.; Manila; On-site; PHP 400,000 - 600,000; Full time

Job summary

JPMorgan Chase & Co. in Manila seeks a Client Service Analyst in Wealth Management to be the primary contact for participants, providing high-quality service and guidance on products and services.

You respond to inquiries via phone and email, resolve issues efficiently, and ensure a consistent customer experience across channels. You will collaborate with internal partners to drive timely resolution, document interactions, and identify recurring themes to drive process improvements and support

Qualifications

• Bilingual proficiency in English and French (written and spoken).
• Experience delivering customer service by phone and email with professional etiquette.
• Strong client focus and interpersonal skills.
• Clear written and verbal communication, able to explain information.

Responsibilities

• Serve as the first point of contact for wealth management clients and participants.
• Provide timely, accurate responses and deliver a high-quality customer experience.
• Communicate with customers via phone and email while maintaining professional service standards.
• Explain available products and services clearly and appropriately based on customer needs.
• Adapt communication style to support different customer situations and levels of understanding.
• Partner with internal teams to research issues and resolve customer inquiries end-to-end.
• Handle challenging conversations, including complaints, with empathy and sound judgment.
• Document interactions and outcomes accurately to support consistent follow-up and service quality.
• Identify recurring issues and recommend improvements to processes, tools, or knowledge materials.
• Support continuous improvement initiatives that enhance customer support efficiency and effectiveness.

Skills

Bilingual EN-FR

Customer service

Communication

Empathy

Continuous improvement

Judgment

Technical aptitude

Education

Bachelor's degree in economics/finance

Job description

JPMorgan Chase & Co. in Manila seeks a Client Service Analyst in Wealth Management to be the primary contact for participants, providing high-quality service and guidance on products and services.

You respond to inquiries via phone and email, resolve issues efficiently, and ensure a consistent customer experience across channels. You will collaborate with internal partners to drive timely resolution, document interactions, and identify recurring themes to drive process improvements and support