Customer Service Analyst – Asset and Wealth Management

Testing Site - JPMC; Tempe (AZ); On-site; USD 55,000 - 85,000; Full time

Job summary

Testing Site - JPMC in Tempe, AZ seeks a Customer Service Manager in Asset Wealth Management to be the primary contact for clients, providing knowledgeable guidance on products and services to support customers on their financial journey.

The role involves handling inquiries by phone and email, resolving issues, and collaborating with other departments to ensure a memorable customer experience while driving continuous improvement in the support function.

Qualifications

• Excellent customer service skills in telephone and email etiquette.
• Strong client focus and interpersonal skills.
• Proactive mindset with a focus on continuous improvement.
• High level of technical skill in the field of expertise.
• Ability to exercise discretion and judgment.

Responsibilities

• Serve as the first point of contact for Wealth Management clients.
• Provide exceptional customer service and product knowledge.
• Cross-sell/Refer individual customers to other JPMC lines of business for in-depth wealth discussions.
• Communicate with customers via phone and email to deliver high-quality responses.
• Collaborate with other departments to resolve client queries.
• Adapt communication style to meet customer needs.
• Identify and recommend improvements within the Customer Support function
• Handle challenging conversations, including complaints.

Skills

Customer service

Interpersonal skills

Continuous improvement

Technical skills

Discretion and judgment

Spanish language

Education

University degree in Economics/Finance

Job description

As a Customer Service Manager in Asset Wealth Management, you will be the primary point of contact for our clients. You will provide exceptional customer service and share your knowledge of our products and services to support customers in their financial journey. Your role will involve communicating with customers via phone and email, resolving queries, and ensuring a memorable experience.

Job Responsibilities:

• Serve as the first point of contact for Wealth Management clients.
• Provide exceptional customer service and product knowledge.
• Cross-sell/Refer individual customers to other JPMC lines of business for in-depth wealth discussions.
• Communicate with customers via phone and email to deliver high-quality responses.
• Collaborate with other departments to resolve client queries.
• Adapt communication style to meet customer needs.
• Identify and recommend improvements within the Customer Support function
• Handle challenging conversations, including complaints.

Required Qualifications, Capabilities, and Skills:

• Excellent customer service skills in telephone and email etiquette
• Strong client focus and interpersonal skills.
• Proactive mindset with a focus on continuous improvement.
• High level of technical skill in the field of expertise.
• Ability to exercise discretion and judgment.

Preferred Qualifications, Capabilities, and Skills:

• Proficient in Spanish language both verbal and written.
• Security Licenses: 7/66
• University degree in Economics, Finance, or equivalent work experience.
• Experience in a customer service role, preferably in financial services.
• Excellent communication skills.
• Empathetic problem solver with a passion for learning.