Invest Servicing Senior Specialist III

Be part of our JP Morgan Wealth Management Team as an Invest Servicing Senior Specialist 

Job Summary:

As a JP Morgan Wealth Management- Invest Servicing Sr. Specialist III within our client services team, you will be tasked with receiving and resolving inquiries and complaints from both clients and advisors. Working under minimal direct supervision, you will be responsible for handling the most complex client and advisor issues. Your role will involve responding to questions and complaints, conducting research, maintaining records of problems and their resolutions, and escalating issues to the appropriate department within established timeframes. You will also be expected to assist clients and advisors with various functions including but not limited to; Advisor Service Center – Broker, Managed, 529, and Beneficiary Services as needed. Your duties and tasks will be mostly non-routine, requiring experience for successful completion.

Job Responsibilities:

• Take ownership of each caller while empathizing and prioritizing client/advisor needs 
• Resolve conflicts and manage client/advisor expectations 
• Determine caller’s needs and provide appropriate solutions through relationship building 
• Effectively communicate verbally and in writing with both external and internal customers
• Document account activities thoroughly and concisely 
• Engage in interactive dialogue through active listening
• Exercise independent judgment and think critically
• Pay attention to detail
• Abide by all applicable regulatory and department practices and procedures 
• Effectively prioritize work to ensure efficiency 
• Conduct research as needed

Required Qualifications, Capabilities, and Skills:

• Excellent Communication Skills
• Understands fundamentals of financial services and the industry 
• Has knowledge of customer industry and the competitive environment 
• Has knowledge of customer business and portfolio of products and services 
• Understands firm business and the competitive environment 
• Leverages knowledge to adeptly understand and address typical customer issues 
• Plans and accomplishes complex tasks and/or projects using knowledge, analysis and good judgment 
• Assesses multiple assignments and can prioritize in a logical and efficient manner 
• Handles unexpected situations adeptly 
• Schedule flexibility 

Preferred qualifications, capabilities, and skills

• Voice function or equivalent experience is preferred but not required

Learn more about AWM and AWM Philippines. Register to go/PhCoP or visit go/AWMCoP

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.

All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.