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JPMorgan Client Service_Operations Analyst 
India, Maharashtra, Mumbai 
858274124

26.06.2024

Job Summary

Job Responsibilities:

  • Understand client issues, be responsible for resolving the issue with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
  • Investigating and resolving generic and complex issues
  • Building knowledge of Private Bank products and services.
  • Must be able to efficiently utilize technology to capture and fulfil client’s requests in appropriate systems.
  • Expected to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
  • Detail orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problems
  • Maintaining Client Service high standards: Working to consistently meet client requests; providing and ensuring client satisfaction
  • Collaborating: Using business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business results
  • Communicating: Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partner
  • Researching: Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
  • Risk & Controls: Adhere to and maintain the firm’s controls policies and procedures as well as protecting client assets against potential fraud activities

Required Qualifications, Skills and Capabilities:

  • College degree or equivalent relationship or client service experience
  • Experience with a wide array of financial products. Core Cash Operations experience is a must.
  • Excellent communication skills both oral and written
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Expert knowledge with Microsoft Outlook email, scheduling and task manager
  • 1-2 years of experience