Invest Servicing Senior Specialist III

3 weeks ago

Taguig, Philippines JPMorgan Chase Bank, N.A. Full time
Job Description :

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.

  • Invest Servicing Senior Specialist III

    3 weeks ago

    Taguig, Philippines JPMorgan Chase Bank, N.A. Full time

    Job Description :Be part of our JP Morgan Wealth Management Team as an Invest Servicing Senior SpecialistJob 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...

  • Senior Specialist

    1 month ago

    Taguig, Philippines ING Full time

    Description: Non-Financial Risk Specialist III assigned to NFR Services Team is part of the team that supports Non-Financial Risk (NFR) Center of Excellence (CoE) in accordance with duly approved Workplace Instructions (WPIs) and interact with relevant stakeholders in the locations within scope of service, such as the following:Services expected to be...

  • Corporate & Investment Banking - Client Service Specialist III - Commercial Cardholder Services

    3 weeks ago

    Taguig, Philippines JPMorgan Chase Bank, N.A. Full time

    Job Description :At JPMorgan Chase, we endeavor to provide a place where your development and growth are nurtured and achieve your highest potential.As an Account Specialist III within our Client Services team, you will be tasked with the development and nurturing of relationships with multiple clients, while also managing their servicing needs.Job...

  • Senior Specialist

    5 days ago

    Taguig, National Capital Region, Philippines ING Full time

    Description: Non-Financial Risk Specialist III assigned to NFR Services Team is part of the team that supports Non-Financial Risk (NFR) Center of Excellence (CoE) in accordance with duly approved Workplace Instructions (WPIs) and interact with relevant stakeholders in the locations within scope of service, such as the following:Services expected to be...

  • Senior Specialist

    4 weeks ago

    Taguig, Philippines ING Business Shared Services B.V. Full time

    Description: Non-Financial Risk Specialist III assigned to NFR Services Teamis part of the team that supports Non-Financial Risk (NFR) Center of Excellence (CoE) in accordance with duly approved Workplace Instructions (WPIs) and interact with relevant stakeholders in the locations within scope of service, such as the following:Services expected to be...

  • Loan Servicing Specialist III

    2 weeks ago

    Taguig, Philippines JPMorgan Chase Bank, N.A. Full time

    Job Description :Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the team.As a Loan Servicing Specialist III within the Centralized Money Movement team, you will be responsible for processing and approving US and Multicurrency loan...

  • Senior Specialist

    3 weeks ago

    Philippines, Taguig ING Business Shared Services B.V. Full time

    Description: Non-Financial Risk Specialist III assigned to NFR Services Teamis part of the team that supports Non-Financial Risk (NFR) Center of Excellence (CoE) in accordance with duly approved Workplace Instructions (WPIs) and interact with relevant stakeholders in the locations within scope of service, such as the following:Services expected to be...

  • Head of Investment

    2 weeks ago

    Taguig, Philippines DigiPlus Interactive Corp Full time

    DigiPlus Interactive Corp. (formerly known as Leisure and Resorts World Corporation) is a publicly listed company (PSE: PLUS). With over 20 years of expertise under its belt, DigiPlus ushered its unbeatable dominance in the Philippine retail gaming market by forging an empire of world-class multi-gaming platforms strategically located through a robust...

  • Senior Investment Analyst

    7 days ago

    Taguig, National Capital Region, Philippines WTW Full time

    The RoleAs a Senior Investment Analyst, you will be responsible for people management, project management and excellence and continuous improvement of the sub-groups within the Manila Investments team.People Management Monitor the performance of direct reports and provide feedback on a regular basis Complete the performance evaluation of each direct report...

  • Investment Banking Officer

    4 weeks ago

    Taguig, Philippines East West Banking Corporation Full time

    About The JobLocation: Bonifacio Global City (BGC)Corporate Title: Investment Banking OfficerWork Arrangement: HybridOur Financial Markets and Wealth Management Group is looking for experienced professionals to join us at our Bonifacio Global City (BGC) site in the role of Investment Banking Officer.As an Investment Banking Officer, you help manage the...

  • Senior Investment Analyst

    7 days ago

    Taguig, Philippines WTW Full time

    The Role As a Senior Investment Analyst, you will be responsible for people management, project management and excellence and continuous improvement of the sub-groups within the Manila Investments team. People Management Monitor the performance of direct reports and provide feedback on a regular basis Complete the performance evaluation of each...

  • Head of Investment

    2 weeks ago

    Philippines, Taguig DigiPlus Interactive Corp Full time

    DigiPlus Interactive Corp. (formerly known as Leisure and Resorts World Corporation) is a publicly listed company (PSE: PLUS). With over 20 years of expertise under its belt, DigiPlus ushered its unbeatable dominance in the Philippine retail gaming market by forging an empire of world-class multi-gaming platforms strategically located through a robust...

  • Senior Business Consultant

    4 weeks ago

    Taguig, Philippines Atlantis Consulting Full time

    Job Title: Senior Business Consultant - FIXCompany: Multinational Investment Management SolutionsLocation: BGC, Taguig CityPosition Type: Full-timeHeadcount: 1Job BriefOur client, a global leader in integrated investment management solutions, boasts over decades of industry expertise and a diverse team of more than 2,500+ professionals worldwide is seeking a...

  • Investment Analyst

    3 weeks ago

    Taguig, Philippines Willis Towers Watson Full time

    The RoleAs an Investment Analyst in the Manila Investments team, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. You will:Develop...

  • Investment Banking Officer

    4 weeks ago

    Philippines, Taguig East West Banking Corporation Full time

    About The JobLocation: Bonifacio Global City (BGC)Corporate Title: Investment Banking OfficerWork Arrangement: HybridOur Financial Markets and Wealth Management Group is looking for experienced professionals to join us at our Bonifacio Global City (BGC) site in the role of Investment Banking Officer.As an Investment Banking Officer, you help manage the...

  • Trading Services Analyst

    7 days ago

    Taguig, Philippines JPMorgan Chase Bank, N.A. Full time

    Job Description :We are looking for an excellent, organized Trading Analyst to provide market expertise, business delivery and deliver data analysis, communications and presentation support for our Trading and Desk operationAs a Trading Services Analyst in the Trading Services Operations you will work closely with senior leads within APAC Securities Services...

  • Trading Services Analyst

    4 days ago

    Taguig, Philippines JPMorgan Chase Bank, N.A. Full time

    Job Description :We are looking for an excellent, organized Trading Analyst to provide market expertise, business delivery and deliver data analysis, communications and presentation support for our Trading and Desk operationAs a Trading Services Analyst in the Trading Services Operations you will work closely with senior leads within APAC Securities Services...

  • Senior Investment Analyst

    3 weeks ago

    Taguig, Philippines Willis Towers Watson Full time

    The RoleAs a Senior Investment Analyst, you will be responsible for people management, project management and excellence and continuous improvement of the sub-groups within the Manila Investments team.People ManagementMonitor the performance of direct reports and provide feedback on a regular basisComplete the performance evaluation of each direct report as...

  • Senior Business Consultant

    3 weeks ago

    Taguig, Philippines Atlantis Consulting Full time

    Job Title: Senior Business Consultant - FIXCompany: Multinational Investment Management SolutionsLocation: BGC, Taguig CityPosition Type: Full-timeHeadcount: 1Job BriefOur client, a global leader in integrated investment management solutions, boasts over decades of industry expertise and a diverse team of more than 2,500+ professionals worldwide is seeking a...

  • Investment Analyst

    3 weeks ago

    Taguig, Manila, Philippines Willis Towers Watson Full time

    The RoleAs an Investment Analyst in the Manila Investments team, you will be part of a team of enthusiastic professionals. You will build a sound understanding of the client and its reporting needs, while working with a diverse mix of experienced investment professionals from different backgrounds across a wide range of teams and functions. You will:Develop...