Client Services_Operations Analyst

Posted 2 Days Ago
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Mumbai, Maharashtra
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Service Support Specialist role at JPMorgan Chase & Co. involves resolving client issues, maintaining high client service standards, collaborating with teams, communicating effectively, organizing tasks efficiently, making decisions, multitasking, researching best practices, adhering to risk & controls policies, and partnering with market teams.
Summary Generated by Built In

Job Description
The Client Service Support Specialist role is responsible for providing support to Wealth Management client service teams, managers and clients. Client Service Support Specialists work in a complex team-oriented and fast paced environment with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach across Private Banking products.
Job Responsibilities:

  • Detail orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problems
  • Maintaining Client Service high standards: Working to consistently meet client requests; providing and ensuring client satisfaction
  • Collaborating: Using business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business results
  • Communicating: Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners
  • Organizing: Prioritizing and executing initiatives, tasks and details in an efficient manner
  • Making Decisions: Looking at options to evaluate risk and impact on the firm and other employees; owning your course of action
  • Multi-tasking: Efficiently managing multiple projects at the same time and managing priorities effectively
  • Researching: Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
  • Risk & Controls: Adhere to and maintain the firm's controls policies and procedures as well as protecting client assets against potential fraud activities
  • Market Partnership: Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions


Required Qualifications, Skills and Capabilities:

  • College degree or equivalent relationship or client service experience
  • Experience with a wide array of financial products. Core Cash Operations experience is a must.
  • Excellent communication skills both oral and written
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Expert knowledge with Microsoft Outlook email, scheduling and task manager


About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.

Top Skills

Microsoft Office Suite
Microsoft Outlook
The Company
Mumbai, Maharashtra
289,097 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Bengaluru, Karnataka
Hyderabad, Telangana
Mumbai, Maharashtra

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