Client Service Support Specialist – Team Lead – Private Bank, Geneva

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.3 trillion. 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.

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.

Job Description

The Client Service Support Specialist is the primary support person for service-related execution within the Private Bank. The individual will work with Client Service Specialists (CSS), mid-office and operations teams to deliver a seamless and integrated experience to our clients across specific Private Banking products.

The main task of the Client Service Support Specialist Team Lead is to lead the CSS Support team and support our CSS team by inputting cash and security transfers and thus delivering a high-quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. 

Job Responsibilities

• Data entry and process initiation, mainly payment transfer inputs 
• Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
• As Team Lead, manage workflows and assign tickets to the CSS Support team based on volumes and capacity, assist team members with queries
• Assist in hiring and development of team members 
• Working within a team to execute daily transactions, mainly payment instructions and liaise and follow-up with internal teams for transfer issues 
• Assist the team in production of monitoring reports for daily transaction as well as verify and maintain data quality
• Signature Verification of Instructions received from clients
• Participate in special projects and UAT testing for IT enhancements as assigned by Team Manager

Required Qualifications, Capabilities and Skills

• Excellent attention to detail is absolutely essential
• Team player with the ability to work well with multiple stakeholders and other team members
• Ability to produce accurate results while performing repetitive tasks
• 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 comprehension of deposit, banking, brokerage, custody, investment management, mutual funds, and credit products and services as each applies to their specific region's business segment is an advantage
• Must understand and comply with the regulations, policies, and procedures applicable to these products and services, and grasp the potential financial liabilities associated if they are not executed properly
• Excellent English communication skills (verbal and written), additional languages a plus 

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.