J.P. Morgan Asset& Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
A Private Banking Client Service Specialist (CSS) is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products
Each CSS's work is regionally aligned to bankers and their client base (the banker is generally based in London, but can also be based in another office). Some examples of CSS daily responsibilities include: executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address, stop payments and fees billing)
Core Responsibilities will include but not be limited to:
•Strong relationship management skills
•Strong communication and time management skills
•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
•Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products 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 of the transactions associated with these products and services if they are not processed and administered correctly
•Effective communication, judgement, problem-solving and client relationship skills
•Minimum of Bachelor's degree or equivalent financial qualifications
•Strong relevant experience in a similar role within the Financial services and/or Banking industryJPMorgan offers an exceptional benefits program and a highly competitive compensation package
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