Private Bank Client Service- Fraud Services Specialist
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 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.
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.
The Fraud Services Specialist will be part of a dynamic team responsible for the client experience as it relates to fraud within the Private Bank. The Fraud Services Specialist will work closely with Private Bank Client Service teams, Client Service Managers, Private Bankers and other internal partners.
The successful candidate will be required to assist clients start to finish with fraud varying in complexity. Fraud Specialists will take appropriate actions to protect the Firm and its clients by helping secure and protect clients’ accounts, recommend a plan of action, handle claims and conduct daily account monitoring reviews for fraudulent items. The Fraud Specialist may also have interaction with high profile clients.
The successful candidate should be able to meet the following expectations:
Use strong client service skills to ensure potentially difficult and complex issues are handled in a timely manner
Resolve client issues with a high sense of urgency by partnering with employees and teams in multiple areas of JPMorgan Chase
Work proactively with clients via phone and e-mail to clearly understand fraud situations and readily identify the various actions that need to be completed to amend the situation
Proactively monitor accounts and perform follow-up duties, including the claims process
Ensure that regulatory, legal, bank and audit requirements are met
Effectively communicate with all levels of management; identify and escalate issues accurately and report details of all fraud cases
Maintain client confidentiality at all times. Will be required to assist with client communication