Entry-Level Financial Services Account Specialist

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 22,000 - 32,000; Full time

Job summary

JPMorganChase is seeking a Specialist I in Account Service to be the first point of contact for clients, delivering exceptional customer support for various financial products. You will handle inbound calls, build customer relationships, and offer solutions to meet client needs in a fast-paced call center environment.

The role emphasizes routine tasks within a defined framework, with guidance from supervisors on non-standard issues.

Qualifications

• Strong communication and active listening to understand customer needs.
• 1+ year experience in phone or face-to-face settings in customer service.
• Ability to handle multiple computer systems while staying accurate and courteous.
• Demonstrated empathy, composure, and sound judgment under pressure.
• Adaptability to new situations and diverse workplace environments.
• Ability to explain solutions clearly and resolve issues effectively.
• Willingness to learn products and systems quickly and seek feedback.
• Proficient computer literacy and professional communication.

Responsibilities

• Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
• Utilizes customer service expertise to interpret needs and deliver continuous insights
• Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
• Excels both independently and collaboratively, driving team success and achieving goals
• Follows all regulatory and departmental practices and procedures diligently
• Takes ownership of each customer interaction while treating them with respect and responding with empathy

Skills

Communication skills

Customer support

Multitasking

Empathy

Adaptability

Problem solving

Learn products & systems quickly

Computer literacy

Education

High school diploma or GED

Tools

CRM software

Job description

JPMorganChase is seeking a Specialist I in Account Service to be the first point of contact for clients, delivering exceptional customer support for various financial products. You will handle inbound calls, build customer relationships, and offer solutions to meet client needs in a fast-paced call center environment.

The role emphasizes routine tasks within a defined framework, with guidance from supervisors on non-standard issues.