Morgan’s APAC Privatewith a focus on Southeast Asia (SEA) market and deliver exceptional experiences to our clients, Bankers and Investors.
Job Summary:
As a Client Service Specialist within J.P Morgan's APAC Private Banking business, you will serve as the main point of contact for all service-related needs of our Private Bank Clients. Your responsibilities will include providing support to Bankers and Investors, collaborating with various product partners and operations teams to ensure a seamless and integrated experience for clients across all Private Bank products.
Job responsibilities:
- Act as primary contact with external clients and Integrated team for day to day account administration and servicing.
- Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc..
- Assist Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank’s standards.
- Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from Bank.
Required qualifications, capabilities and skills:
- Bachelor’s degree in any discipline.
- Minimum 3 years of Client Service and/or Relationship Manager support experience from Private Bank.
- Strong knowledge of the Private Bank business, well-versed across all asset classes and investment products, andrelevant operational processes on cash/securities settlement, corporate action and banking products.
- Detail-oriented and highly organized with strong proficiency in digital tools such as Excel, Word & PowerPoint and Adobe Acrobat.
- Ability to think strategically, problem solve offer creative solutions and operate autonomously in a fast-paced environment.