Wealth Management – U.S. Private Bank – Digital Support Specialist - Chicago, IL
Posted on: 5 Mar 2021
Chicago, IL
Job Description
The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Banks client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting Private Bank clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a seamless and integrated approach to the Private Banking client online experience. Strong online and systems skills are essential. The ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction.
Responsibilities:
* Provide high quality, high touch service to Private Banking clients over the phone and by email. Responsible for assisting clients and advisors with all aspects of the online experience
* Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
* Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, branch/operations areas, and other staff in a timely and professional manner
Qualifications:
* College degree or equivalent financial services/banking industry experience preferred
* Client service experience preferred
* Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases.
* Strong to exceptional interpersonal, verbal and written communication skills
* Experience with banking and investment products, including online banking
* Ability to work both independently and as a team player
* Ability to multi-task and manage priorities effectively
* Ability to adapt to a rapidly changing business and technology environment
* Exceptional problem-solving skills
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
* Weekend and evening work required on an as needed basis
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
