Private Bank – Client Service Specialist (French&English speaker)

If you are passionate, curious, and ready to make an impact, we are looking for you.

A Private Banking Client Service Specialist (CSS) 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 to our clients across all Private Banking products

Each CSS is regionally aligned to bankers and their client base. Some examples of CSS daily responsibilities include: executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address, stop payments and fees billing)

A CSS will be expected to contribute to the overall success of the group in proportion to his/her experience, and each CSS will be evaluated relative to their peer group.

Job Responsibilities

• Provide high quality service to Private Banking clients
• Maintain client confidentiality at all times
• Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
• Monitor client cash balances, where necessary liaising with clients to cover positions.
• Providing information, soliciting responses and recording 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 escalate to bankers and product partners in order to close or provide advice to the client
• Open and close accounts, and ensure necessary documentation is complete
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
• Participate in special projects as assigned by Team Manager
• Coordinate and follow through on client requests for products and services

Required Qualifications, Capabilities, And Skills

• You have Minimum of Bachelor’s degree or equivalent financial qualifications
• You are proficient in both English and French
• You demonstrate strong relationship, communication and management skills
• You have 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
• You have solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region’s business segment
• You have good understanding and compliance 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
• You demonstrate good judgement, problem-solving and client relationship skills
• You have previous experience in a similar role within the Financial services and/or Banking industry

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any 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.