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.