Bilingual Wealth Management Client Experience Analyst

JPMorgan Chase & Co.; Manila; On-site; PHP 420,000 - 660,000; Full time

Job summary

JPMorgan Chase & Co. in Manila seeks a Client Service Analyst in Wealth Management to be the primary contact for participants, delivering high-quality service and guidance on products and services. You will respond via phone and email, resolve issues efficiently, and collaborate with internal partners to drive timely resolutions.

You will identify recurring themes and recommend process improvements to strengthen the customer support function and drive continuous improvement.

Qualifications

• Bilingual English and French proficiency, written and verbal.
• Experience delivering customer service by phone and email.
• Strong client focus and interpersonal skills.
• Excellent written and verbal communication.
• Ability to handle complaints professionally.
• Proactive mindset with continuous improvement.

Responsibilities

• Serve as the first point of contact for wealth management clients
• 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, by using 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 English-French

Client focus

Communication skills

Professional etiquette

Empathy in service

Continuous improvement

Judgment

Tech aptitude

Education

University 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, delivering high-quality service and guidance on products and services. You will respond via phone and email, resolve issues efficiently, and collaborate with internal partners to drive timely resolutions.

You will identify recurring themes and recommend process improvements to strengthen the customer support function and drive continuous improvement.