US Private Bank – Client Service Analyst

Job title: US Private Bank – Client Service Analyst

Company: JPMorgan Chase


Job description: Job Description:Seize the opportunity to be part of US Private Bank now!As a Client Service Analyst in the US Private Bank, you will be responsible for providing support to Wealth Management client service teams, managers, and clients. You will work in a complex team-oriented and fast-paced environment with advisors, client service, product partners, and operations teams to deliver a seamless and integrated approach across Private Banking products. Your role will involve understanding client issues, taking responsibility for resolving them, and ensuring client satisfaction. You will also be expected to build knowledge of Private Bank products and services, and efficiently utilize technology to capture and fulfill client requests.Job Responsibilities:

• Understand client issues, take responsibility for resolving them with minimal follow-up, and ensure client satisfaction through problem ownership.
• Investigate and resolve both generic and complex issues.
• Build knowledge of Private Bank products and services.
• Efficiently utilize technology to capture and fulfill client requests in appropriate systems.
• Work independently with supervision, escalating issues as necessary to resolve client requests promptly.
• Demonstrate detail orientation and problem-solving skills by identifying underlying problems and developing innovative solutions.
• Maintain high client service standards by consistently meeting client requests and ensuring client satisfaction.
• Collaborate with stakeholders, including CSAs and Senior CSAs, using business knowledge, technical skills, and teamwork to solve client problems and enhance business results. Work closely with Associates on projects and process improvement initiatives.
• Communicate effectively by delivering clear, consistent messages via email or phone, organizing and hosting meetings, and keeping stakeholders informed of process changes or new initiatives.
• Organize by prioritizing and executing initiatives, tasks, and details efficiently.
• Make decisions by evaluating options, assessing risk and impact, and owning the course of action through escalations and independent decision-making.

Required qualifications, capabilities, and skills.

• Higher Rekey entitlement earned (At least Level 2 – up to $750k)
• College degree or equivalent relationship or client service experience
• Experience with a wide array of financial products
• Excellent communication skills both oral and written
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint). Expert knowledge with Microsoft Outlook email, scheduling and task manager.
• General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
• Serving clients and delivering exceptional client service must appeal to you
• Maturity in handling situation and ability to deal with conflicts constructively
• Project a confident and professional presence to our clients, other bank departments and the community
• Ability to follow all established policies, procedures and practices

About Us:JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.​

Expected salary:

Location: Metro Manila

Job date: Sat, 08 Mar 2025 08:36:18 GMT

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