Brokerage Support & Customer Service Specialist

JPMorgan Chase & Co.; Metro Manila; Sur place; PHP 350 000 - 550 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Manila is seeking a Customer Service Specialist - Brokerage Support to provide outstanding service for brokerage accounts across phone, email and chat channels, in a fast-paced environment.

You will resolve inquiries, process service requests, collaborate with financial advisors, ensure regulatory compliance, and support vulnerable customers while maintaining accuracy and a client-centric approach.

Qualifications

• Experience in a brokerage or financial services environment or a strong interest in the financial market.
• 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.
• Ability to support customers via phone, email and chat.
• Customer-focused with empathy, ownership and clear expectations.
• Adherence to defined procedures and regulatory practices.

Responsabilités

• 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 regulatory compliance 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.

Connaissances

Brokerage knowledge

Communication skills

Analytical thinking

Detail oriented

Teamwork

Regulatory compliance

Multichannel support

Empathy

Problem solving

Outils

Salesforce

CRM platforms

Description du poste

JPMorgan Chase & Co. in Manila is seeking a Customer Service Specialist - Brokerage Support to provide outstanding service for brokerage accounts across phone, email and chat channels, in a fast-paced environment.

You will resolve inquiries, process service requests, collaborate with financial advisors, ensure regulatory compliance, and support vulnerable customers while maintaining accuracy and a client-centric approach.