Customer Service Analyst - Asset and Wealth Management

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role.

As a Customer Service Manager in Asset Wealth Management, you will be the primary point of contact for our clients. You will provide exceptional customer service and share your knowledge of our products and services to support customers in their financial journey. Your role will involve communicating with customers via phone and email, resolving queries, and ensuring a memorable experience.

Job Responsibilities:

• Serve as the first point of contact for Wealth Management clients.
• Provide exceptional customer service and product knowledge.

• Cross-sell/Refer individual customers to other JPMC lines of business for in-depth wealth discussions.

• Communicate with customers via phone and email to deliver high-quality responses.

• Collaborate with other departments to resolve client queries.

• Adapt communication style to meet customer needs.

• Identify and recommend improvements within the Customer Support function

• Handle challenging conversations, including complaints.

Required Qualifications, Capabilities, and Skills:

• Excellent customer service skills in telephone and email etiquette
• Strong client focus and interpersonal skills.
• Proactive mindset with a focus on continuous improvement.
• High level of technical skill in the field of expertise.
• Ability to exercise discretion and judgment.

Preferred Qualifications, Capabilities, and Skills:

• Proficient in Spanish language both verbal and written.

• Security Licenses: 7/66

• University degree in Economics, Finance, or equivalent work experience.

• Experience in a customer service role, preferably in financial services.
• Excellent communication skills.
• Empathetic problem solver with a passion for learning.

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.