Client Service & Transactions Specialist (Evening Shift)

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Client Service Specialist on the InstaMed team to deliver exceptional customer service and operational support. You will address client inquiries, process transactions, troubleshoot issues, and refer services based on client needs, following policy guidance.

The role emphasizes fast-paced problem solving, strong communication, and data integrity while collaborating with teammates in a dynamic financial services environment.

Qualifications

• Baseline knowledge of client service operations, including transaction processing, troubleshooting, and service referral.
• Demonstrate ability to apply policies and procedures to solve non-routine problems.
• Possess excellent communication skills with demonstrated ability to utilize probing questions to accurately assess inquiry or request.
• Ability to work in a fast-paced environment, adapt to change, and work effectively in a team environment.
• Strong interpersonal and communication skills to effectively interact with clients and address their inquiries.
• Ability to accurately process transactions and ensure data integrity.
• Skills to manage multiple tasks efficiently in a fast-paced environment.
• Ability to identify common issues and provide straightforward solutions.
• Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time.
• Work schedule hours for this opportunity will be Monday - Friday, 11:30am - 8:00pm ET. As hours become available, there will be an opportunity to work earlier shifts.

Responsibilities

• Provide daily customer service support within our operations, addressing client inquiries, processing transactions, and troubleshooting issues using your knowledge of our policies and procedures.
• Identify opportunities to refer services based on client needs, leveraging your understanding of our financial products and market trends.

Skills

Client service operations

Transaction processing

Troubleshooting

Policy application

Communication skills

Teamwork

Data integrity

MS Windows and Office

Multi-tasking

Job description

JPMorganChase is seeking a Client Service Specialist on the InstaMed team to deliver exceptional customer service and operational support. You will address client inquiries, process transactions, troubleshoot issues, and refer services based on client needs, following policy guidance.

The role emphasizes fast-paced problem solving, strong communication, and data integrity while collaborating with teammates in a dynamic financial services environment.