Client Service Specialist - J.P. Morgan Private Bank - London Job Listing at J.P. Morgan in United Kingdom

Finance

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 works 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: affecting cash movements; monitoring overdrafts, cash balances, executing foreign exchange, and tax document inquiries; performing account maintenance (account opening and closing, change of address, stop payments and fees billing A CSS will be expected to contribute to the overall success of the group in proportion to his/her experience, and each CSS will be evaluated relative to their peer group Job Responsibilities

• Provide high quality service to Private Banking clients
• Maintain client confidentiality at all times
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff 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 close or provide advice to the client
• Open and close accounts, and ensure necessary documentation is complete
• 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
• Coordinate and follow through on client requests for products and services