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Wealth Management – Client Service Specialist – Swiss Team – Associate

Req #: 170109797
Location: Geneva, GE, CH
Job Category: Account Servicing
Potential Referral Amount: 8500 Swiss Franc (CHF)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Commercial Banking, Consumer and Community Banking, Corporate and Investment Banking.
The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.  JPMorgan Private Bank was recognized in 2015 by Euromoney as the world’s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
A Swiss regulated subsidiary of the JPMorgan Chase & Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of asset & wealth management and global custody services, employing more than 1’000 people at both its Geneva headquarters and Zurich branch.
An exciting opportunity has arisen for a Client Service Specialist to join the Swiss and Multinational Private Wealth Management Team in Geneva.
 
Our Team
 
The Private Bank Private Wealth Management Team works closely together as a unit and is characterized by its team-based approach to ensure a high level of client service.  Through continuous product development, development of trading and analytical tools, and project management within the business, the bank maintains a focus on delivering strategic, high impact solutions and applications for the Private Banking business.
 
The Private Banking Client Service Specialist (CSS) is the primary contact for all service related needs of a Private Banking client such as account opening, cash management and transfers.  A CSS works with bankers, investment advisors, various product specialists and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services.
 
The Role
  • Assisting in the opening and closing of accounts and ensuring necessary documentation is complete
  • Reviewing and managing clients' daily cash positions
  • Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
  • Maintaining client confidentiality at all times and developing intimacy with client
  • Working as a partner with the integrated team (Bankers, Investment Advisors, etc)
  • Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investment advisors, product specialists, operations areas, and other employees in a timely and professional manner
  • Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
  • Identifying cross-sell opportunities and escalating to bankers and product partners in order to provide advice to the client or to conclude a transaction
  • Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
  • Participating in special projects as assigned by Team Manager
Qualifications
  • At least 5 years' experience in the Financial Services and/or Banking industry are required 
  • Proven client management skills
  • Ability to work effectively as part of a team
  • Strong problem solving skills
  • Effective communication both orally and in writing, internal and external to the Bank
  • Ability to multi-task, manage pressure, prioritize and remain detail-oriented
  • Fluent written and spoken English and French are required, German or Italian a plus
About J.P. Morgan Chase & Co:
 
J.P. Morgan serves one of the largest client franchises in the world. Our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.1 trillion.  The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase serves millions of clients and consumers under its JPMorgan and Chase, and WaMu brands.
 
J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

J.P. Morgan is an Equal Opportunity Employer

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