AddressJOB DESCRIPTION
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.
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.
The role involves supporting Wealth Management Client Service teams, managers, and clients in a complex, fast-paced environment. The candidate will be responsible for providing leadership and supervision to the Client Service Specialist (CSS) staff, overseeing a team of CSS, and ensuring a seamless and integrated approach across Private Banking products.
Operating hours: 6:30 PM to 3:30 AM IST from Monday to Friday. However the CSM is expected to be flexible with their working hours based on the needs of the business.
Job Responsibilities:
- Provide CSS with guidance and resources for delivering high quality, high touch service to US Client Service teams, managers and clients
- Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures
- Meet with internal partners regularly to ensure service expectations are met.
- Understand and comply with regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly
- Research, follow-up, and resolve escalated client issues and problems through effective interaction with key partners.
- Coordinate all recruiting efforts to maintain staffing level at the site.
- Responsible to understand/address key statistics for the site; responsible to have a plan and drive improvements to address challenges that are identified
- Provide leadership surrounding HR matters, talent development, and disciplinary action. Evaluate staff performance and provide feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
- Participate in the continuing strategic development of the support operating model, and help validate proposed ideas/plans prior to implementation
- Lead through a matrix organization to influence positive outcomes in areas such as onboarding, training, technology, and quality assurance
- Lead/participate in special projects within Client Service and represent Client Service in broader initiatives within Private Banking.
Required qualification, skills and capabilities:
- Bachelor’s or Master’s degree preferred with 15+ years of relevant Private BankClient Service experience / Core Operations experience preferably with a large financial institution.
- Experience in Global Payments/Money Movement process /Cash ops SME’s will be preferred.
- Data literacy. Ability to analyze data, make data based decisions/ business intelligence. Familiarity with SQL, Python, Alteryx desirable.
- Excellent judgment and decision-making skills.
- Strong leadership and management abilities; must be able to think strategically.
- Excellent communication, time management and interpersonal skills; must be able to diffuse conflicts diplomatically; highly professional and experienced in creating and presenting information to large audiences at various levels of the organization.
- Keen understanding of the financial and banking industries.
- Experience with a wide array of financial products.
- Ability to adapt to a rapidly changing business and technology environment; must be a change leader. Should drive transformation initiatives leading to ease of doing business & efficiencies.
- Disciplined approach to managing and acting upon key daily reports.
- Good project management skills & must be able to engage all participants and meet deadlines/deliverables.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs 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.
