Client Service Specialist - Geneva

Job Description

A Private Banking Client Service Specialist is the primary contact for all service-related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience across all Private Banking products.

Key Responsibilities

• Provide high-quality service to private banking clients
• Maintain client confidentiality at all times
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels will vary based on seniority.
• Research, identify, and resolve problems through effective interaction with investors, product specialists, operations areas, and other staff in a timely and professional manner.
• Investigate potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution for the client.
• Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or protect current revenues
• Verify and maintain data quality as it relates to internal and external client hierarchy and account listing
• Participate in special projects as assigned by Team Manager
• Coordinate and follow through on client requests for products and services

Daily Responsibilities

• Executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing trades and bond deals
• Executing management discretionary actions, performing account maintenance (account opening and closing) and across CSS responsibilities

Requirements

• English
• Strong relationship management skills
• Strong 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 as efficiently as possible
• Solid understanding of deposits, 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 the 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.
• Effective communication, judgment, problem-solving, and client relationship skills
• Business degree education or equivalent financial qualifications
• Previous experience in a similar role within the financial services and/or banking industry

What We Offer

(J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent companies, governments, wealthy individuals, and institutional investors. We value our employees as 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 highly value diversity and inclusion in our company.)