Job type: Temps plein, Durée indeterminée

Loading ...

Job content

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our Team:

The Emerging Markets Private Wealth Management Team works closely together as a unit and is characterized by its team-based approach to ensure a high level of client service. Through continuous product development, development of trading and analytical tools, and project management within the business, the bank maintains a focus on delivering strategic, high impact solutions and applications for the Private Banking business.

Role Summary:

The Private Banking Client Service Specialist (CSS) is the primary Client contact for all services such as asset transfers and administrative matters. A CSS works with bankers, investment advisors, various control functions and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services.

Key Responsibilities:

  • Reviewing and managing clients’ daily cash positions
  • Managing daily client transactions and inquiries accurately, within established deadlines and in accordance with existing policies and procedures, such as cash transfers, securities free deliveries/receipts, mutual funds purchases/redemptions, FX, Loans, fiduciary deposits, account transactions inquiries
  • Ensuring necessary documentation is complete
  • Monitoring of Mandatory and Voluntary Corporate Actions
  • Maintaining client confidentiality at all times and developing intimacy with client
  • Working as a partner with the integrated team : Bankers, Investment and Credit Advisors
  • Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investment advisors and operations teams in a timely and professional manner
  • Researching potential or actual fraud situations, errors and losses to ensure prompt and accurate resolution
  • Identifying cross-sell opportunities
  • Participating in special projects as assigned by Team Manager

Key Skills and Experience Required:
  • 2-5 years’ experience in the Financial Services and/or Banking industry
  • Proven client management skills
  • Ability to work effectively as part of a team
  • Strong problem solving skills
  • Effective communication both orally and in writing, internal and external to the Bank
  • Ability to multi-task, manage pressure, prioritize and remain detail-oriented
  • Fluent written and spoken English & Russian required and any other languages is an asset
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Loading ...
Loading ...

Deadline: 10-05-2024

Click to apply for free candidate

Apply

Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...