Client Service Specialist - Edinburgh

The Client Service Specialist works with teams across the Private Bank to deliver a seamless and integrated experience to our clients. We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high-quality service, the Client Service team may be the one for you.

Job Responsibilities

• Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
• Monitor client cash balances, where necessary liaising with clients to cover positions.
• Provide information, solicit responses and record elections for Corporate Actions on client accounts.
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner.
• Research potential or actual fraud situations, errors, and losses to ensure prompt and accurate resolution.
• Identify cross-sell opportunities and elevate to bankers and product partners to close or provide advice to the client.
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment.

Required Qualifications, Capabilities And Skills

• Minimum of Bachelor’s degree or equivalent financial qualifications.
• Fluent English.
• Strong relationship management, communication and time-management skills.
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients efficiently.
• Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region’s business segment.
• Must understand and comply with regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly.
• Previous experience in a similar role within the Financial services and/or Banking industry.
• Capital Markets exam required or passed within 3 months of start date.

Preferred Qualifications, Capabilities And Skills

• Multilingual – other foreign languages highly desired.

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.

About Us

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.

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.