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JPMorgan Client Service Analyst - Access 
Philippines, Quezon City 
380312943

09.07.2024

Job Responsibilities:

  • 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
    • Recognizing peers
    • Any process improvements submitted / implemented.