JPMorgan Client Service Analyst 

India, Maharashtra, Mumbai 

812623414

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