Full ownership and timely resolution of inquiries received via phone, email, and internal case transfer from clients and internal partners
Accurate and timely documentation and follow up on all inquiries received
Deliver exceptional client experience, while maintaining all the business requirements including controls. Advocating on behalf of client to ensure client needs are met when working with business partners
Timely escalation of issues, ensuring that the defined escalation procedures are followed
Provide telephone hotline support and email enquiry support to JP Morgan Access users
Proactive outreach to clients and internal partners to address processing errors or in support of platform changes
Monitoring of the group mailbox and assignment of email inquiries that require investigation
Partner with the leadership team, other team members, and business partners to resolve client issues and to meet business goals
Support the development and maintenance of policies, procedures, and training materials
Independent personal development of business and application knowledge to ensure continued effectiveness in the role
Ensure client satisfaction and confidence in JP Morgan’s service offering, based on CSAT, is at or above departmental standards
Assists specialists in person, on phone or via chat throughout the day which contributes to the overall Access Support Help Desk SLAs.
Opens tickets with product and /or tech when appropriate and follows through until resolved.
Case management – manages case volumes and aging
Product Knowledge
Tech incidents (if applicable)
Training (New Hire and Product Upskill Training)
Any special projects to assist the team with performance and development.
Builds relationships with product / tech partners.
Leads / attends daily, weekly, monthly calls to facilitate resolution of open cases