Brokerage Support Specialist — Client Care & Accounts

JPMorgan Chase & Co.; Manila; On-site; PHP 600,000 - 800,000; Full time

Job summary

JPMorganChase in Taguig is seeking an Account Specialist IV Customer Service Specialist – Brokerage Support to provide expert client service for brokerage accounts across phone, email and chat. You will resolve inquiries, process service requests, and deliver a seamless experience while coordinating with financial advisors and internal teams.

The role emphasizes compliance, accuracy, and timely updates as you support clients through a range of brokerage services in a fast-paced environment.

Qualifications

• Experience in brokerage or financial services is preferred.
• Strong communication and interpersonal skills.
• Detail-oriented with regulatory awareness.
• Ability to work across phone, email and chat channels.
• Team-oriented with client-focused mindset.

Responsibilities

• Assist clients with account setup, maintenance, and updates.
• Provide clients with account updates such as trades and transfers.
• Monitor client accounts for regulatory compliance.
• Respond to client inquiries via phone, email, and chat.
• Provide information on financial products and account status.
• Resolve client issues promptly and escalate complex cases.
• Support vulnerable customers with care and professionalism.
• Maintain accurate records of client interactions and transactions.
• Generate reports for clients and management as required.
• Collaborate with financial advisors and trading teams to support client needs.
• Stay informed about industry regulations and company policies.

Skills

Customer service

Communication skills

Attention to detail

Regulatory knowledge

Teamwork

Multichannel support

Tools

Salesforce

Job description

JPMorganChase in Taguig is seeking an Account Specialist IV Customer Service Specialist – Brokerage Support to provide expert client service for brokerage accounts across phone, email and chat. You will resolve inquiries, process service requests, and deliver a seamless experience while coordinating with financial advisors and internal teams.

The role emphasizes compliance, accuracy, and timely updates as you support clients through a range of brokerage services in a fast-paced environment.