Description
JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families in 36 countries around the world. The Private Bank addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, capital raising, and specialty wealth advisory services. The bank prides itself on delivering creative, customized solutions to clients in a way that is tailored to their individual needs.
POSITION SUMMARY:
The Client Service Specialist is the primary point of contact for all service related needs of a Private Banking client. He/she is responsible for establishing, maintaining, and building client relationships. The Client Service Specialist works in a team-oriented environment with bankers, various product partners, and operations teams to deliver a seamless and integrated approach to client banking across all Private Banking products. Products include deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit, foreign exchange, and private investments. Given the involvement with securities-related instruments, this position requires FINRA 7 & 63 licenses. The ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction.
ESSENTIAL FUNCTIONS:
· Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining various products for clients
· Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
· Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other staff in a timely and professional manner
· Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, etc.)
· Identify cross-sell opportunities and escalate to bankers and product partners when appropriate
Qualifications
· Series 7 and 63 licenses required
· Bilingual (Spanish & English) is required. Must be fluent in both languages, oral and written
· Client service experience required
· College degree or equivalent financial experience
· 2 years of financial services/banking industry experience preferred
· Experience with a wide range of investment products preferred
· Ability to work both independently and as a team player
· Excellent communication skills, both written and oral
· Ability to multi-task and manage priorities effectively
· Ability to adapt to a rapidly changing business and technology environment
· Exceptional problem-solving skills
· Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
Job
Client Services
Primary Location
US-FL-Miami
Organization
Asset & Wealth Management
Schedule
Full-time
Job Type
Standard
Shift
Day Job
Employee Status
Regular
Travel
No
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Details:
Job Id:
920284
Annual Salary:
Position Type:
Education Level:
No Selection
Experience Level:
No selection
Posted:
7/20/2009 9:20:16 PM
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