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CIB Operations - Client Service Specialist - Analyst - Mumbai

Req #: 180037628
Location: Mumbai, MH, IN
Job Category: Relationship Management/Sales
Job Description:
CIB Operations - Client Service Specialist
About JPMorgan
JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking; financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients. If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then, explore opportunities at JPMorgan Chase.
JP Morgan Treasury Services moves, concentrates and invests client money, and provides trade finance and logistics solutions. TS products include payments, collections, trade finance, investments and information services that help companies manage working capital and liquidity. We are looking to recruit Client Service Officers who are keen on providing quality services to our clients by handling day-to-day client inquiries proficiently and professionally, by phone and by email.
Department Summary
The APAC Solution Center offers best in class service to our Treasury Services corporate and financial institution clients. We are the first line client service team interacting with our clients via phone and email.
Role Description (to include but not limited to):
  • Responsible for providing prompt and value-added inquiry services and solutions for JP Morgan Treasury Services clients
  • Handle day-to-day client inquiries and requests relating to their accounts and transactions
  • Take ownership in pending cases by following-up closely and providing proactive updates to clients
  • Ensure risk/compliance guidelines are followed at all times while meeting client needs
  • Identify and escalate issues in a timely manner 
  • Perform maintenance requests e.g. signature updates, call-back list updates, SA updates, etc.
  • Coordinate/Follow-up with internal partners
  • Gather and compile information e.g. interest setup/rates, account list, pulling of account statements, payment cut-off time, etc.
Key Accountabilities/Major Responsibilities:
  • Client Satisfaction
    • Resolve phone and written inquiries from clients and internal partners
    • Log, track all incoming work into call tracking system within 24 hours
    • Ensure first call resolution
    • Provide client updates on unresolved cases
    • Provide a high standard of client service. Ensuring that all client inquiries are resolved to their satisfaction through intensive partnership with other departments locally and globally.
  • Client Intimacy
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