Wealth Management - Client Service Specialist - Associate - 2022 ReEntry Program (Geneva)

The ReEntry Program is a 15-week fellowship program, beginning March 21, 2022 and ending June 30, 2022, with the prospect of an offer for permanent employment with JP Morgan Chase at the end of the program. The program offers a reintroduction to corporate life for those returning to the workplace after an extended career break for two or more years. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Corporate Investment Banking, Asset Wealth Management & Commercial Banking Operations business.

Please refer to our ReEntry Overview page for further information regarding the Program

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at http://www.jpmorganchase.com/

Asset and Wealth Management:

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What We Look For:

Ideal candidates for the program are creative, innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner and relevant experience for the Line of Business. The ability to relate well to external clients and internal partners and establishing strong working relationships is a crucial requirement of the program.

Our Team:

The Client Service Specialists work 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 relationship managers , 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 : Relationship managers , Investment and Credit Advisors
• Researching, following up and resolving client inquiries and problems through effective interaction with clients, relationship managers , 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 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.