Job Description

The Asia Private Banking Client Service Team is currently seeking a dynamic and dedicated professional to join their team. A Client Service Associate ("CSA") is the primary contact for all service related needs of a Private Bank Client. A CSA works in a team and is responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.

Job Responsibilities

• Acts as primary contact with external clients and Integrated team for day to day account administration and servicing
• Provides proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc.
• Assists Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank's standards.
• Assists Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from Bank.

Qualifications and Essential Experiences

• Bachelor's degree or equivalent in Economics or other related discipline

• At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank
• Good working knowledge of all Private Banking products including relevant operational processes on cash/securities settlement, corporate action and banking products etc.
• High sensitivity to Private Banking Control standards particularly those related to money transfers, securities settlement, hold mail, credit and any other transactional services.
• Good interpersonal skills on servicing and ability to maintain and deepen relationships
• Good oral and written communication skills (in English, Cantonese and Mandarin), as the job holder will frequently interact with Chinese speaking clients
• Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently.
• Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat and other information sources
• Fast paced, adaptable and able to work in a demanding and unpredictable environment
• Detail-oriented, think out of box and result-oriented

Technical Skills

• Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.