Emplois client services specialist (Genève, GE)

JOB DESCRIPTION

We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.

As a Client Service Specialist (CSS) in the International Private Banking Client Service team, you will be the primary contact for all service related needs of a Private Banking client such as cash management and transfers. You will work 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.

Job responsibilities

• Ensure necessary documentation is complete
• Review and managing clients' daily cash positions
• Manage 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.)
• Maintain client confidentiality at all times and developing intimacy with client
• Work as a partner with the integrated team (Bankers, Investment Advisors, etc.)
• Research, follow up and resolve 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
• Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
• Identify cross-sell opportunities and escalate to bankers and product partners in order to provide advice to the client or to conclude a transaction
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
• Participate in special projects as assigned by Team Manager

Required qualifications, capabilities, and skills

• At least 3 years experience in the Financial Services and/or Banking industry
• 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 & Spanish required

Preferred qualifications, capabilities, and skills

• Any other languages is an asset, in particular French

ABOUT US

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.


ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.