Expoint - all jobs in one place

המקום בו המומחים והחברות הטובות ביותר נפגשים

Limitless High-tech career opportunities - Expoint

JPMorgan Client Service Analyst 
India, Maharashtra, Mumbai 
812623414

25.06.2024

Job responsibilities:

  • Responsible for providing prompt and value-added inquiry services and solutions for JP Morgan Treasury Services clients
  • Handle day-to-day client inquiries and requests relating to their accounts and transactions
  • Take ownership in pending cases by following-up closely and providing proactive updates to clients
  • Ensure risk/compliance guidelines are followed at all times while meeting client needs
  • Identify and escalate issues in a timely manner
  • Perform maintenance requests e.g. signature updates, call-back list updates, SA updates, etc.
  • Coordinate/Follow-up with internal partners
  • Gather and compile information e.g. interest setup/rates, account list, pulling of account statements, payment cut-off time, etc.

Required qualifications, capabilities, and skills:

  • Client Satisfaction
    • Resolve phone and written inquiries from clients and internal partners
    • Log, track all incoming work into call tracking system within 24 hours
    • Ensure first call resolution
    • Provide client updates on unresolved cases
    • Provide a high standard of client service. Ensuring that all client inquiries are resolved to their satisfaction through intensive partnership with other departments locally and globally.
  • Client Intimacy