Jp Morgan Wealth Management- Client Service Analyst jobs at Jpmorgan in United States, Wilmington
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Wilmington
27 jobs found
10.06.2025
JPM
JPMorgan Customer Service Account Specialist II United States, Delaware, Wilmington
Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products. Utilizes customer service expertise to interpret needs and deliver continuous insights. Navigates multiple...
Understand business needs, including how data is used and managed. Work collaboratively in teams and develop meaningful relationships to achieve common goals. Prepare ‘as is’ and ‘to be’ workflows, identify...
Lead and assist in executing strategic initiatives to support and grow the Individual Retirement Account (IRA) business, focusing on advisor engagement and regulatory change management. Be a core partner working...
Monitor money transfer queue and performing outbound client calls for verification/confirmation. Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and...
Facilitate the preparation of materials needed for appearances. Collaborate with the business, internal and external legal partners to establish clear responsibilities and deadlines. Escalate case-related issues to management and JPMC...
Build strong relationships with Product and Technical partners, setting clear expectations and providing excellent written and verbal communication. Maintains a deep knowledge of area product vision, strategy, roadmap, technical and...
Partner with Fraud Risk product owners, data scientists, and fraud strategists on various initiatives to facilitate and innovate customer-focused solutions across the organization. Act as subject matter expert to major...
Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products. Utilizes customer service expertise to interpret needs and deliver continuous insights. Navigates multiple...
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