Client Service Specialist - Switzerland - Based in Geneva Job Listing at J.P. Morgan in Switzerland

Finance

JPMorgan Chase Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates acrossfour business segments including Corporate and Investment Banking, Commercial Banking,Asset Wealth Management, Community and Consumer Banking. The Wealth Management division of JPMorgan Chase Co. is part of the Asset Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world. 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 750 people at both its Geneva headquarters and Zurich branch. An exciting opportunity has arisen for a Client Service Specialist to join the Switzerland team in Geneva. Team Overview: The Private Bank Switzerland 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. A CSS works with bankers, investors, various product specialists and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services. Responsibilities:

• 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 integrated team (Bankers and Investors)
• Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investors, 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 close or provide advice to the client
• Opening and closing accounts, and ensuring necessary documentation is complete
• 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