Senior Brokerage Support Specialist

JPMorgan Chase & Co.; Metro Manila; Sur place; PHP 600 000 - 800 000; Plein temps

Résumé du poste

JPMorganChase & Co. in Taguig City, Metro Manila, seeks an Account Specialist IV to deliver exceptional brokerage client support across phone, email, and chat channels.

You will assist with account setup, maintenance, and inquiries while ensuring regulatory compliance and high accuracy in transactions. The role collaborates with financial advisors and trading teams to provide timely information, resolve issues, and support vulnerable clients with empathy and professionalism.

Qualifications

• Experience in a brokerage or financial services environment or a strong interest in the financial market.
• Strong knowledge of financial products and brokerage operations.
• 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.
• Willingness and ability to support customers through phone, email and chat channels.
• Demonstrated customer focus, including empathy, ownership, and effective expectation-setting.
• Strong attention to detail and ability to follow 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 compliance with regulations 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

Customer service

Communication skills

Regulatory compliance

Attention to detail

Problem solving

Salesforce CRM

Outils

Salesforce CRM

Description du poste

JPMorganChase & Co. in Taguig City, Metro Manila, seeks an Account Specialist IV to deliver exceptional brokerage client support across phone, email, and chat channels.

You will assist with account setup, maintenance, and inquiries while ensuring regulatory compliance and high accuracy in transactions. The role collaborates with financial advisors and trading teams to provide timely information, resolve issues, and support vulnerable clients with empathy and professionalism.