Bilingual Wealth Management Client Specialist

JPMorganChase; Metro Manila; On-site; PHP 500,000 - 800,000; Full time

Job summary

JPMorganChase in Metro Manila seeks a Client Service Analyst in Wealth Management to be the primary contact for participants, delivering high-quality service via phone and email. You will resolve inquiries, address complaints with professionalism, and collaborate with internal partners to improve end-to-end customer outcomes.

The role emphasizes continuous improvement, strong judgment, and customer-centric support within a global financial services setting.

Qualifications

• Bilingual proficiency in English and French, both written and verbal.
• Experience delivering customer service by phone and email with strong professional etiquette.
• Strong client focus and interpersonal skills.
• Strong written and verbal communication skills, including explaining information clearly.
• Ability to handle complaints and difficult conversations with professionalism and empathy.
• Proactive mindset with a focus on continuous improvement.
• Strong judgment and ability to exercise discretion when handling sensitive situations.
• Strong technical aptitude and ability to learn and use 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 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

Customer service

Communication

Discretion/Judgment

Technical aptitude

Continuous improvement

Education

University degree in economics/finance or related field

Job description

JPMorganChase in Metro Manila seeks a Client Service Analyst in Wealth Management to be the primary contact for participants, delivering high-quality service via phone and email. You will resolve inquiries, address complaints with professionalism, and collaborate with internal partners to improve end-to-end customer outcomes.

The role emphasizes continuous improvement, strong judgment, and customer-centric support within a global financial services setting.