Bilingual Wealth Management Client Service Analyst

JPMorgan Chase & Co.; Metro Manila; On-site; PHP 500,000 - 900,000; Full time

Job summary

JPMorgan Chase & Co. in the Philippines 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 respond to inquiries via phone and email, resolve issues efficiently, and ensure a consistent customer experience. You collaborate with internal partners to drive timely resolution and improve end-to-end outcomes.

Qualifications

• Bilingual English and French proficiency, written and spoken.
• Experience delivering customer service by phone and email with professional etiquette.
• Strong client focus and interpersonal skills.
• Excellent written and verbal communication; able to explain information clearly.
• Ability to handle complaints and difficult conversations with professionalism and empathy.
• Proactive mindset focused on continuous improvement.
• Strong judgment and discretion in sensitive situations.
• Technical aptitude and ability to learn required tools and systems.

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 maintaining professional service standards.
• Explain available products and services clearly based on customer needs.
• Adapt communication style to support diverse customer situations.
• Collaborate with internal teams to research issues and resolve inquiries end-to-end.
• Handle challenging conversations and complaints with empathy and judgment.
• Document interactions and outcomes accurately for follow-up and quality control.
• Identify recurring issues and recommend process improvements to tools or knowledge materials.
• Support continuous improvement initiatives to enhance customer support efficiency.

Skills

Bilingual English/French

Customer service

Communication skills

Problem-solving

Discretion/Judgment

Technical aptitude

Continuous improvement mindset

Education

Bachelor's degree in economics/finance

Job description

JPMorgan Chase & Co. in the Philippines 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 respond to inquiries via phone and email, resolve issues efficiently, and ensure a consistent customer experience. You collaborate with internal partners to drive timely resolution and improve end-to-end outcomes.