Invest Servicing Senior Specialist III

5 days ago

Manila, National Capital Region, Philippines JPMorganChase Full time
Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment?

As the Invest Servicing Sr. Specialist III within JP Morgan Wealth Management, you will be responsible for receiving and resolving client and advisor inquiries and complaints, operating with limited direct supervision. You will tackle the most complex client and advisor issues, respond to questions and complaints, conduct research, maintain records of problems and resolutions, and escalate issues to the appropriate department or address them within established timeframes. You are expected to assist clients and advisors with functions including, but not limited to, CSC Unlicensed, Broker, Managed, and 529 as needed. Your role involves handling mostly non-routine duties and tasks, requiring your experience to successfully accomplish them.

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 
  • Communicate effectively with both external and internal customers 
  • Document account activities thoroughly and concisely 
  • Engage in interactive dialogue through active listening
  • Think critically and exercise independent judgment
  • Demonstrate accuracy and 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: 

  • 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:

  • Experience in the financial services industry is a plus.
  • Bachelor's degree/degree level education or equivalent experience a plus but not required
  • Voice function or equivalent  experience is preferred but not required

  • Invest Servicing Senior Specialist III

    2 weeks ago

    Manila, National Capital Region, Philippines JPMorganChase Full time

    JOB DESCRIPTIONAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging environment?As the Invest Servicing Sr. Specialist III within JP Morgan Wealth Management, you will be responsible for receiving and resolving client and advisor inquiries and complaints, operating with limited direct supervision. You...

  • Training Specialist III

    3 days ago

    Manila, National Capital Region, Philippines Light Rail Transit Authority Full time

    Training Specialist III in NCR For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

  • Administrative Assistant III

    1 week ago

    Manila, National Capital Region, Philippines Department of Public Works and Highways - Government Full time

    Administrative Assistant III (Senior Bookkeeper) in NCR For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

  • Investment Middle Office Services

    2 weeks ago

    Manila, National Capital Region, Philippines JPMorganChase Full time

    DescriptionDiscover new opportunities in the Investment Middle Office Services (IMOS) Team and develop your careerAs an IMOS Testing Specialist - Senior Associate in Investment Middle Office Services (IMOS) End-to-End Test Team, you will be involved as a key executor of the IMOS testing team front to back. You will be involved in all phases of project life...

  • Compliance Specialist

    7 days ago

    Manila, National Capital Region, Philippines Eden Senior Care Full time

    Job Title:Compliance SpecialistTime Zone:9 AM to 5 PM Central Standard Time (CST)About Eden Senior Care:Eden Senior Care is a dynamic and rapidly growing senior living operator. We are committed to providing exceptional care and creating vibrant communities for our residents. We are seeking a Compliance Specialist to join our team and ensure that our...

  • Dentist III

    1 week ago

    Manila, National Capital Region, Philippines MGO PATEROS, NCR Full time

    Dentist III in NCR For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

  • Engineer III

    3 days ago

    Manila, National Capital Region, Philippines DEPARTMENT OF INFORMATION AND COMMUNICATION TECHNOLOGY Full time

    Engineer III in NCR For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

  • Credit Support Specialist III

    3 days ago

    Manila, National Capital Region, Philippines JPMorganChase Full time

    DescriptionAre you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area?As a Credit Support Specialist III within our Financial Analysis team, you will be responsible for performing analysis of Financial Statements, processing various financial and legal documents, and making informed decisions regarding...

  • Medical Officer III

    2 weeks ago

    Manila, National Capital Region, Philippines Valenzuela City Medical Center - Government Full time

    Medical Officer III in NCR For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

  • Investment Analyst

    3 days ago

    Manila, National Capital Region, Philippines Prime Manpower Resources Development Inc Full time

    An Investment Analyst will support senior investment professionals in conducting market research, financial analysis, and portfolio management activities while contributing to investment decision-making processes.