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Wealth Management | U.S. Private Bank | Client Service Support Specialist

Req #: 170115783
Location: Scottsdale, AZ, US
Job Category: Asset Management
Job Description:
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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. 

 

POSITION SUMMARY:

The Client Service Support Specialist is the primary support person for service related activities within the Private Bank Client Service Group. The individual will work in a team-oriented environment with Client Service Associates (CSA) and various operations teams to deliver exceptional client service to our clients and ensure the smooth execution of all daily tasks in a timely manner. The individual will be expected to contribute to the overall success of the group and will be evaluated relative to their peer group.

 
Some examples of daily responsibilities may include daily reporting, cash movements, audit requests, executing foreign exchange, gift processing, tax documentation inquiries, performing account maintenance, change of address, stop payments, fee billing, and documentation processing and scanning.   This role may also require backup coverage to support other teams.
 
ESSENTIAL FUNCTIONS:
  • Manage daily transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures.
  • Coordinate and follow through on client requests for transactions, including wire transfers, standing payments and check orders as directed by the CSA teams.
  • Assist CSAs with the clients’ cash management/overdraft management, including the raising of cash for payments, capital call notices and bill payments.
  • Assist CSAs with research, follow-up and issue resolution through effective interaction with CSA and operations teams in a timely and professional manner.
  • Escalation of issues for any urgent matters or assistance.
  • Participate in special projects and UAT testing for technology enhancements as assigned by the Service Manager       

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

  • College degree or equivalent financial services/banking industry experience preferred
  • Experience with banking and investment products preferred
  • Ability to work effectively as a member of a team with the ability to work well with multiple CSA teams and other team members
  • Good communication skills, both written and oral
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills
  • Detail-oriented and results-focused
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
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