Job ref no.: CT3128817-01#4941

Wealth Management Client Service Specialist Associate

JPMorgan Chase Bank, N.A.

Job Responsibilities
  • Acts as primary contact with external clients and Integrated team for day to day account administration and servicing
  • Provides proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc
  • Assists Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank's standards
  • Proactively outreach to client for digital adoption
  • Assists Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from Bank

Personal Attributes & Requirements

Essential Experiences

  • At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank
  • Good working knowledge of all Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc
  • High sensitivity to Private Banking Control standards particularly those related to money transfers, securities transfer, credit and any other transactional services
  • Good interpersonal skills on servicing and ability to maintain and deepen relationships
  • Good oral and written communication skills (in English, Cantonese and Mandarin)
  • Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
  • Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat and other information sources
  • Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment
  • Detail-oriented, think out of box and result-oriented

Desirable Experiences
  • At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank

Technical Skills
  • Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
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.

Interested parties please click Apply Now to apply job.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3128817-01#4941
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Non-management level
  • Degree