Wealth Management – Associate, Client Service Officer, Emerging Markets – Fixed-Term Contract (9 Months)

Job description

Wealth Management – Associate, Client Service Officer, Emerging Markets

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 250,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management. Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

Our Team

The Private Bank Emerging Markets Private Wealth Management Team works closely together as a unit and is characterized by its team-based approach to ensure a high level of client service.  Through continuous product development, development of trading and analytical tools, and project management within the business, the bank maintains a focus on delivering strategic, high impact solutions and applications for the Private Banking business.

 
The Private Banking Client Service Officer (CSS) is the primary contact for all service related needs of a Private Banking client such as account opening, cash management and transfers.  A CSS works with bankers, investment advisors, various product specialists and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services. 

The Role

·  Opening and closing accounts and ensuring necessary documentation is complete
·  Reviewing and managing clients' daily cash positions
·  Managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
·  Maintaining client confidentiality at all times and developing intimacy with client
·  Working as a partner with the integrated team (Bankers, Investment Advisors, etc.)
·  Researching, following up and resolving client inquiries and problems through effective interaction with clients, bankers, investment advisors, product specialists, operations areas, and other employees in a timely and professional manner
·  Researching potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
·  Identifying cross-sell opportunities and escalating to bankers and product partners in order to provide advice to the client or to conclude a transaction
·  Verifying and maintaining data quality as it relates to internal and external client hierarchy and account alignment
·  Participating in special projects as assigned by Team Manager.
Requirements

·  3-5 years’ experience in the Financial Services and/or Banking industry
·  Proven client management skills
·  Ability to work effectively as part of a team
·  Strong problem solving skills
·  Effective communication both orally and in writing, internal and external to the Bank
·  Ability to multi-task, manage pressure, prioritize and remain detail-oriented
·  Fluent written and spoken English required, Turkish is a plus and any other languages is an asset

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

If you would like to pursue a career with JPMorgan Chase & Co.’s Middle Eastern Department in Switzerland, please apply online providing a cover letter and CV in English.

Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.