Senior Brokerage Support Specialist

JPMorgan Chase Bank, N.A.; Taguig; On-site; PHP 360,000 - 600,000; Full time

Job summary

JPMorgan Chase Bank, N.A. is seeking a Customer Service Specialist - Brokerage Support in the Philippines to assist clients with brokerage accounts, trades, transfers, and account updates. You will work closely with financial advisors and internal teams to deliver accurate, compliant support across phone, email, and chat channels.

The role emphasizes client experience, attention to detail, and ability to handle rotating shifts in a fast-paced environment. Prior brokerage exposure is preferred.

Qualifications

• Experience in brokerage or financial services preferred.
• Strong knowledge of financial products.
• Excellent communication and interpersonal skills.
• Detail-oriented with a high level of accuracy.
• Ability to work rotating schedules.
• Experience supporting customers via phone, email and chat.
• Demonstrated empathy, ownership, and expectation-setting.
• Familiarity with regulatory practices and risk awareness.

Responsibilities

• 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.

Skills

Brokerage knowledge

Communication skills

Analytical skills

Attention to detail

Teamwork

Regulatory awareness

Customer focus

Multi-channel support

Tools

Salesforce

Job description

JPMorgan Chase Bank, N.A. is seeking a Customer Service Specialist - Brokerage Support in the Philippines to assist clients with brokerage accounts, trades, transfers, and account updates. You will work closely with financial advisors and internal teams to deliver accurate, compliant support across phone, email, and chat channels.

The role emphasizes client experience, attention to detail, and ability to handle rotating shifts in a fast-paced environment. Prior brokerage exposure is preferred.