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Client Service Specialist - Private Banking Personal Assistant Service Team

Company: JPMorgan Chase Bank, N.A.
Location: Newark
Posted on: January 5, 2022

Job Description:


The Private Banking Personal Assistant Service team is a group within J.P. Morgan Private Bank that offers \"white glove\" service to our clients. The team assists clients with moving their checking accounts from competitor banks to J.P. Morgan. The specialist will serve as a point of contact for each client and will be directly responsible for the overall client experience. Basic banking product knowledge and an understanding of operational flows are required to support this position. The specialist will also be required to have the requisite skills to recognize service opportunities to refer bank products and services.

Typical Job Duties & Expectations

The Banking Personal Assistant Specialist is primarily responsible for ensuring the customer experience is world class and that issues are resolved accurately and expediently. He/she should be able to meet the following expectations:

  • Ability to assess clients' banking statements and determine all direct debits, deposits and online bill pay transactions that need to be transitioned from the competitor bank to J.P. Morgan
  • Work proactively with clients via phone and email to understand their entire checking activity and readily identify the various tasks that need to occur to fully transition their accounts
  • Interface with various bill pay vendors and the client to seamlessly transition direct debits and work with the client to obtain necessary forms and approvals in a timely fashion
  • Interface with client service and bankers/client advisors to understand the nuances of various clients and their banking relationships
  • Ability to navigate internal systems to facilitate various electronic banking tasks
  • Use a high level of customer service skills in order to defuse potentially difficult and/or upset customers and complex issues
  • Ability to assess clients' accounts in instances of fraud and assist clients in a timely manner to remediate these situations
  • Take the initiative to follow-up with clients to ensure that our service level agreement is met for each client
    • Preferred - At least two years or the equivalent customer service or operations experience, primarily in the banking or financial service industry
    • An evidenced and accomplished history of independent problem solving work
    • Strong interpersonal skills with proven leadership abilities
    • Command strong ability to use various bank systems
    • Excellent oral and written communications skills
    • Ability to multi-task and work under pressure in a team environment
    • Flexibility to work overtime as required by the business

      JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

      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.

      The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
      As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

      Equal Opportunity Employer/Disability/Veterans

Keywords: JPMorgan Chase Bank, N.A., Newark , Client Service Specialist - Private Banking Personal Assistant Service Team, Accounting, Auditing , Newark, Delaware

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