client service specialist paris
Detail de l'annonce :
ABOUT JP MORGAN ASSET MANAGEMENT
J.P. Morgan Asset Management, with client assets of $2.4 trillion, is
a global leader in investment and wealth management. Its clients
include institutions, high-net-worth individuals and retail investors
in every major market throughout the world. The division offers
investment management across all major asset classes including
equities, fixed income, alternatives, multi-asset and money market
funds. For individual investors, the business also provides retirement
products and services, brokerage and banking services including trusts
and estates, loans, mortgages and deposits.
OUR BUSINESS
J.P. Morgan Private Bank has been helping the world's wealthiest
individuals, families, foundations, and endowments grow, manage, and
sustain their wealth through personalized, comprehensive financial
solutions for more than 160 years. J.P. Morgan is a global leader in
asset and wealth management with assets under supervision of $2.1
trillion and assets under management of $1.4 trillion. With Private
Bank advisors in 110 offices in 25 states and 20 countries, the
Private Bank provides ultra-high net worth and high net worth clients
with a global perspective delivered through a local, dedicated team of
specialists focused on fundamental wealth management disciplines,
including investment management, wealth structuring, philanthropy,
credit and banking.
POSITION DESCRIPTION:
A Private Banking Client Service Specialist (CSS) is the primary
contact for all service related needs of a Private Banking client. A
CSS works with bankers, investors, various product specialists,
mid-office and operations teams to deliver a seamless and integrated
experience to our clients across all Private Banking products
Each CSS is aligned to bankers and their client base. Some examples of
CSS daily responsibilities include: executing cash movements,
monitoring overdrafts and cash balances, executing foreign exchange,
fixing loans and deposits, management of corporate actions, performing
account maintenance (account opening and closing, change of address)
A CSS will be expected to contribute to the overall success of the
group in proportion to his/her experience, and each CSS will be
evaluated relative to their peer group.
Core Responsibilities will include but not be limited to:
* Provide high quality service to Private Banking clients
* Maintain client confidentiality at all times
* Manage daily execution of client transactions and inquiries
accurately, within established deadlines, and in accordance with
existing policies and procedures. A CSS transaction approval
levels/limits will vary based on seniority
* Monitor client cash balances, where necessary liasing with clients
to cover positions.
* Providing information, soliciting responses and recording elections
for Corporate Actions on client accounts.
* Research, follow-up and resolve client inquiries and problems
through effective interaction with clients, bankers, investors,
product specialists, operations areas, and other staff in a timely and
professional manner
* Research potential (or actual) fraud situations, errors, and losses
to ensure prompt and accurate resolution
* Identify cross-sell opportunities, and escalate to bankers and
product partners in order to close or provide advice to the client
* Open and close accounts, and ensure necessary documentation is
complete
* Participate in special projects as assigned by Team Manager
* Coordinate and follow through on client requests for products and
services
REQUIREMENTS:
Essential skills/experience
* Strong relationship management skills
* Strong communication and time management skills
* Ability to adapt to a rapidly changing business and technology
environment, and to utilize all available tools and resources to
service clients as efficiently as possible
* Solid comprehension of deposit, banking, brokerage, custody,
investment management, mutual funds and credit products
* Must understand and comply with the regulations, policies and
procedures applicable to these products and services, and grasp the
potential financial liabilities of the transactions associated with
these products and services if they are not executed properly
* Sound judgement, problem-solving and client relationship skills
* Minimum of Bachelor's degree or equivalent financial qualifications
* Previous experience in a similar role within the Financial services
and/or Banking industry
* Native French speaker and fluent in English
JPMorgan offers an exceptional benefits program and a highly
competitive compensation package
JPMorgan is an Equal Opportunity Employer
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.