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Wealth Management - Client Service Specialist General Service Center - Chicago, IL at JPMorgan Chase Bank, N.A. in Chicago, Illinois

Posted in General Business 30+ days ago.

Type: Full-Time





Job Description:

Position Summary:

The Client Service Center Specialist provides telephone based support to Private Banking Clients inclusive of account and transaction inquiries and works with members of the broader Client Service organization to respond to clients' service related needs. The Client Service Center Specialist works in a team-oriented environment with Client Service Associate, Middle Office and operations teams to deliver a seamless and integrated client experience across all Private Banking and firm products. Strong online and systems skills are essential. The ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction.


  • Provide high quality, high touch telephone based service to Private Banking clients across the full product spectrum
  • Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
  • Research, follow-up and resolve client inquiries and requests through effective interaction with clients, Client Service Associate teams, product partners, branch/operations areas and other staff in a timely and professional manner and in accordance with policies and procedures

Qualifications:

  • College degree or equivalent financial services/banking industry experience required
  • Client service experience preferred
  • Experience with a wide range of financial service products including online banking
  • Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
  • Ability to work both independently and as a team player
  • Excellent 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
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Weekend and evening work required
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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