Wealth Management, Client Service Specialist for

**JOB DESCRIPTION**
Join the dynamic Client Service Specialist team at J.P Morgan’s APAC Private Banking business with a focus on Taiwan and Hong Kong markets and deliver exceptional experiences to our clients, Bankers and Investors.

**Job Summary**:
As a Client Service Specialist for J.P Morgan’s APAC Private Banking business, you will be the primary contact for all service related needs of a Private Bank Client. Client Service Specialist is responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.

**Responsibilities**:

- Act as primary contact with external clients and Integrated team for day to day account administration and servicing
- Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc.
- Assist Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank’s standards.
- Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from Bank.

**Required qualifications, capabilities and skills**:

- Bachelor’s degree in any discipline.
- Minimum 5 years of Client Service and/or Relationship Manager support experience from Private Banks.
- Strong knowledge of the Private Bank business, well-versed across all asset classes and investment products, and relevant operational processes on cash/securities settlement, corporate action and banking products.
- Fluent written and spoken Business Mandarin and/or Cantonese is essential to support Chinese speaking clients from Taiwan and Hong Kong.
- Absolute discretion when dealing with confidential matters and Private Control standards, in particular to money transfers, securities transfers, credit and other transactional services.
- Dynamic and independent team player who possesses strong interpersonal and communication skills in delivering exceptional client services, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to meet strict timelines and operate with strong sense of ownership and urgency in a demanding and unpredictable environment.
- Detail-oriented and highly organized with strong proficiency in digital tools such as Excel, Word & PowerPoint and Adobe Acrobat.
- Ability to think strategically, problem solve offer creative solutions and operate autonomously in a fast-paced environment.

**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. Visit our FAQs for more information about requesting an accommodation.

**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.