Job Description

A Client Service Support Specialist is the primary support person for service related execution within the Private Bank. The individual will work with Client Service Specialists (CSS), mid-office and operations teams to deliver a seamless and integrated experience to our clients across specific Private Banking products.

You will be part of a central team supporting the Client Services Team and their client base. Some examples of the daily responsibilities include cash movements, audit requests, management of cash balances, executing foreign exchange, tax documentation inquiries, performing account maintenance (account opening and closing), change of address, stop payments and fees billing.

This role will be supporting our CSS team in delivering a high quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. The individual will be expected to contribute to the overall success of the group in proportion to his/her experience, and will be evaluated relative to their peer group

Core Responsibilities will include but not be limited to:

• Maintain client confidentiality at all times
• Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
• Working within a team to execute daily transactions including loans, deposits, payments and securities transfers.
• Data entry and initiate process for changes of client demographics
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
• Liaise and follow-up with internal teams for documentation issues
• Signature Verification of instructions received from clients
• Take ownership of work, problems, clarify issues / objections, and ensure data integrity, accuracy and completeness
• Assess and escalate for any urgent assistance if transactions could not be processed on time or support issues could not be resolved timely
• Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager

Requirements:

• Bachelor's degree in Finance or Business or equivalent in any discipline
• Minimum 1 year experience required with industry experience preferred
• Fluent written and spoken English and Chinese is essential to support Chinese speaking clients
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
• Good knowledge in banking products, brokerage, custody, investment management and credit products and services as each applies to their specific region's business segment
• Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities associated if they are not executed properly
• Detail-oriented and results-focused
• Team player with the ability to work well with multiple stakeholders and other team members

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.