Wealth Management , Advisor Service , Customer Service Senior Specialist

Wealth Management , Advisor Service , Customer Service Senior Specialist
Company:

(Confidential)


Wealth Management , Advisor Service , Customer Service Senior Specialist

Details of the offer

JPMorgan Chase& Co. (NYSE: JPM) is a leading global financial services firm with assetsof $2.5 trillion and operations in more than 60 countries. The firm is a leaderin investment banking, financial services for consumers, small business andcommercial banking, financial transaction processing and asset management.

It beganoperations in the Philippines in 1961 with a representative office. Since then,the firm has expanded its presence into a fully integrated franchise,comprising Investment Banking, Treasury and Securities Services, Equity Salesand Research as well as foreign exchange and fixed income trading operations.JPMorgan Chase & Co. has a number of legal entities operating in thecountry, including the Manila Branch of the bank, which has a commercialbanking license as well as a derivatives license, and a securities company witha seat on the Philippine Stock Exchange.

JPMorgan Chase& Co. launched its Global Service Center in Manila in 2005 and in Cebu in2010, to provide a wide variety of strategic support including analytics,finance and accounting voice-based services, transaction processing and otherfunctions to its affiliates around the world.

Informationabout JPMorgan Chase & Co. is available at http://(Please contact us using the "Apply for this Job Posting" box below)/

Introduction

J.P. MorganAsset & Wealth Management
, with client assets of $2.5 trillion, is a globalleader in investment and wealth management. Its clients include institutions,high-net-worth individuals and retail investors in every major marketthroughout the world. The division offers investment management across allmajor asset classes including equities, fixed income, alternatives, multi-assetand money market funds. For individual investors, the business also providesretirement products and services, brokerage and banking services includingtrusts and estates, loans, mortgages and deposits.

Chase WealthManagement
Operations mission: To create a fun, engaging, empowered &inclusive team environment where we care about each other & every client weserve.

The CWM Service Center team: Our professionals work in a team based,call center environment assisting clients and prospects with investment accountservice requests and inquiries over the telephone. We focus on deliveringquality interactions through efficiency, serving a variety of unique types ofaccounts and client segments including You Invest, Chase Private Client, andthe JPM Private Bank.

Operatinghours
: While our goal is to provide 24/7 service in the near future, ourcurrent target operating hours are Monday-Friday 7am-midnight EST, andSaturdays 9am-9pm EST. This allows for flexibility with a wide variety ofshifts available, including some opportunities for shift differential.

RoleDescription
: As a Service Professional you will be a key member of the J.P. MorganSecurities service team in our mission to create great clientexperiences.

Service professionals create business efficiency by focusing on scheduleadherence, active listening skills, first call resolution, and directing callsto specialty groups when appropriate. Service professionals are also experts inour online platform through Chase.com. In this dynamic environment, you mayparticipate in working groups for various projects or pilot programs, to driveprocess improvement. You will work in a team environment to assist advisors andother licensed internal employees with annuity contracts, 529 plans and lifeinsurance contracts over the telephone. You will create business efficiency byfocusing on answering calls quickly, identifying client needs, being a subjectmatter expert, and completing service-oriented transactions. You will beresponsible for documenting all client conversations and meeting all regulatoryrequirements around these activities.

JPMorganChase is an Equal Opportunity and Affirmative Action Employer,M/F/Disability/Veteran

Excellent telephone communication and customerservice skills, displaying a high level of professionalism

Ability to adapt conversations to meet the needs ofa diverse advisor base across all 50 states

Ability to create and foster strong partnershipswith business partners, working independently as well as in a team environment

Ability to manage multiple priorities in a fastpaced environment; adaptive to change.

Extremely organized and detail oriented,demonstrating working knowledge of Windows, Microsoft Office software (Word,Excel, Power-Point, Outlook, etc.)

Able to deliver complex solutions with a highdegree of confidence

Highly adaptable working in a developing area

Preferred qualifications:

Bachelor’s degree

At least two years of financial services or brokerageexperience

Familiarity with investment acumen, includinginvestment products, Individual Retirement Accounts (IRA’s) and employeebenefit programs

Requirements


Knowledges:

  • Exchange
  • Tax Law

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