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JPMorgan Asset Wealth Management - Invest Servicing Associate 
Philippines, Quezon City 
935145787

06.07.2024

Be part of our JP Morgan Wealth Management Team as an Invest Servicing Associate.

As a Invest Servicing Associate in Wealth Management Team, you will play a pivotal role in

Job responsibilities:

  • Creating an outstanding employee experience and a winning culture
  • Responsible for day-to-day employee activities
  • Recruiting and onboarding new team members
  • Strategic and tactical scheduling and floor management to meet service levels
  • Speaking with clients and handling escalations
  • Identifying areas for process improvement
  • Problem resolution, research, and complaint resolution
  • Effective supervision of Investment Servicing Specialists to comply with all internal policies and regulations
  • Safeguarding our clients, employees and business through disciplined execution of controls
  • Fostering and developing partnerships across the enterprise

Required qualifications, capabilities, and skills:

  • Financial services or brokerage experience required
  • Strong business and investment acumen
  • Experience in a digital service center environment and online/mobile brokerage platform preferred
  • Proven experience in a leadership capacity, ability to motivate at an individual and team level, experience overseeing other managers preferred
  • Excellent communication skills
  • Demonstrated ability to network
  • Ability to balance producing strong results
  • Ability to manage multiple priorities in a fast-paced environment
  • Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Access, etc.)