At a Glance
- Tasks: Assist clients with account management and provide top-notch support across various channels.
- Company: Join J.P. Morgan, a leading digital wealth manager with a start-up vibe.
- Benefits: Flexible working hours, competitive pay, and opportunities for professional growth.
- Other info: Collaborative team environment with a focus on diversity and inclusion.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Experience in finance or a strong interest in the financial market is essential.
The predicted salary is between 25650 - 31350 £ per year.
JPM Personal Investing , Europe's leading Digital Wealth Manager with over £7 billion Assets Under Management and 260,000+ global investors, operates with the agility of a start-up within a leading financial institution.
We're on a mission to ethically disrupt the UK financial services market, empowering our customers to maximize their money through our innovative mobile banking app and dedicated customer support.
As a J.
Morgan company, we complement Chase's digital bank in the UK, focusing on customer-centric offerings in investments and digital wealth management.
Join our team as a Customer Service Brokerage Support and play a key role in providing outstanding support to our clients.
This is your opportunity to leverage your expertise in brokerage operations and financial products while building strong client relationships.
You'll work in a collaborative environment, supporting clients with their accounts and helping them navigate their financial needs.
If you're passionate about client service and thrive in a fast-paced setting, this role offers the chance to make a meaningful impact.
You will assist with client accounts, address inquiries, and ensure a seamless experience for every client.
You will work with us to process transactions, maintain compliance, and provide prompt support across multiple channels.
Your role will involve , not limited to, collaborating with financial advisors and internal support teams, supporting vulnerable customers, and contributing to process improvements.
Please note the working schedule for this role.
Job Responsibilities
- Assist clients with account setup, maintenance, and updates.
- Provide clients with account updates such as trades, transfers and account adjustments.
- Monitor client accounts to ensure compliance with regulations and company policies.
- Respond to client inquiries via phone, email, and chat.
- Provide information on financial products, services, and account status.
- Resolve client issues promptly and elevate complex cases as needed.
- Support vulnerable customers with care and professionalism.
- Prepare and maintain accurate records of client interactions and transactions.
- Generate reports for clients and management as required.
- Collaborate with financial advisors, trading teams, and other team members to support client needs.
- Stay informed about industry regulations and company policies, identifying and mitigating potential risks.
Required Qualifications, Capabilities, and Skills
- Experience in a brokerage or financial services environment or a strong interest in the financial market.
- Strong knowledge of financial products and brokerage operations.
- Proficiency in financial software and CRM tools, preferably Salesforce.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Detail-oriented with a high level of accuracy.
- Ability to work independently and as part of a team.
Preferred Qualifications, Capabilities, and Skills
- Experience supporting vulnerable customers.
- Familiarity with regulatory documentation and reporting standards.
- Experience collaborating with financial advisors and trading teams.
- Ability to contribute feedback to process improvements.
- Advanced proficiency in data analysis and reporting.
- Experience with compliance and risk management in financial services.
- Prior experience with Salesforce or similar CRM platforms.
Working Schedule
35 hours per week Monday to Friday 1pm to 9pm, with a blend of of office and home working.
#ICBCareer
ABOUT US
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
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing.
Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
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Customer Service Brokerage Support employer: Fairygodboss
JPMorganChase is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets collaboration. As a Senior AI/ML Platform Engineer, you will have access to cutting-edge technology and resources, alongside opportunities for professional growth and development within a supportive team culture that values diversity and inclusion. With competitive benefits and a commitment to employee well-being, JPMorganChase stands out as a place where your contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Brokerage Support
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fairygodboss. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Service Brokerage Support
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fairygodboss.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fairygodboss's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fairygodboss
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fairygodboss.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fairygodboss will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fairygodboss employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
