Wealth Management Client Success Analyst

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

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.