Client Service Specialist

3 weeks ago

Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

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.

**Core Responsibilities will include but not be limited to**:

- 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 liasing 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

**Requirements**:
**Essential skills/experience**
- Strong relationship management skills
- Proficiency in a European language (French, Italian, etc) would be beneficial
- 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 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 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
- Sound judgement, problem-solving and client relationship skills
- Minimum of Bachelor's degree or equivalent financial qualifications
- Previous experience in a similar role within the Financial services and/or Banking industry

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.

  • Client Service Specialist

    1 month ago

    Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    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 relationship management, the Client Service team may be the one for you. **Job Summary**: Each Client Service Specialist (CSS) is regionally aligned...

  • Client Service Specialist

    4 weeks ago

    Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    Each Client Service Specialist (CSS) is regionally aligned to bankers and their client base. You would be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service. Some examples of your daily responsibilities would be: executing cash movements, monitoring overdrafts and cash balances,...

  • Client Service Specialist

    4 weeks ago

    Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Each Client Service Specialist (CSS) is regionally aligned to bankers and their client base. You would be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service. Some examples of your daily responsibilities would be: executing cash movements, monitoring overdrafts...

  • Client Specialist

    1 month ago

    Edinburgh, United Kingdom McEwan Fraser Legal Full time

    **About McEwan Fraser Legal** McEwan Fraser Legal, a distinguished Solicitor and Estate Agency, stands as a vibrant, contemporary organisation. Awardedwith numerous esteemed industry accolades, such as the Residential Property Team of the Year for consecutive years and the prestigious Employer of the Year title at the 2017 Scott + Co Legal Awards, we are...

  • Client Service Specialist

    1 week ago

    Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    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 Summary**: Each Client Service Specialist (CSS) is regionally aligned to...

  • Private Bank, Client Service Specialist

    1 month ago

    Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    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 Summary**: Each Client Service Specialist (CSS) is regionally aligned to...

  • Client Specialist

    3 weeks ago

    Edinburgh, United Kingdom McEwan Fraser Legal Full time

    Due to business demand and a focus on continued success, we are currently looking for Client Specialists to join us in our Edinburgh Head Office. If you’ve ever been told you’re a great listener and you enjoy dealing with people, this is an ideal opportunity. As an added bonus, you will gain valuable, hands-on property experience in this fast-paced...

  • Client Experience Specialist

    1 month ago

    Edinburgh, United Kingdom Gilson Gray Full time

    **Client Experience Specialist** **Who We Are** Gilson Gray Financial Management are part of Gilson Gray Law Firm. A comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime. Gilson Gray Financial Management provide a wide range of services whether clients are looking to build,...

  • Procurement Specialist

    1 month ago

    Edinburgh, United Kingdom Scottish Courts and Tribunals Service Full time

    **Salary** From £37,108 **Contractual hours** 37 **Basis** Full time **Region** Finance Procurement Unit **Package** Standard SCTS Package **Date posted** 19/03/2024 **Job reference** REQ00374 The Scottish Courts and Tribunal service (SCTS) is looking for a talented and enthusiastic Procurement Specialist to join our team on a fixed term basis...

  • Apprentice Barista.

    3 weeks ago

    Edinburgh, United Kingdom Stafffinders' Client Full time

    We're on the lookout for a talented Barista to join our welcoming client at a chic espresso bar in Edinburgh. 5 days out of 7, 8 hours per shift Engaging company social events Monthly share of gratuities Opportunities for career progression and development Discounts on café products You'll become a valuable member of a highly popular venue known...

  • Catering Assistant

    3 weeks ago

    Edinburgh, United Kingdom Stafffinders' Client Full time

    Stafffinders Hospitality Team are proud to be representing well-established clients based in Edinburgh and the surrounding areas, who are currently seeking talented and experienced Catering Assistants to join their teams. These roles are temporary ongoing assignments, with immediate starts for those looking. As a Catering Assistant, you will have the...

  • Client Service, Avp

    1 month ago

    Edinburgh, United Kingdom State Street Full time

    Who we are looking for? Why this role is important to us The team you will be joining is a part of State Street Global Delivery (SSGD). SSGD gives clients and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete...

  • Client Service Associate

    4 weeks ago

    Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The IBOR (Investment Book of Record) team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around and is the basis for multiple views of positions for front-office functions. IBOR is not simply a data repository supporting the investment function though, it is a processing engine...

  • Client Services Consultant

    7 days ago

    Edinburgh, United Kingdom Magnit Full time

    Edinburgh, UK Req #914 Thursday, April 4, 2024 **About the Role** Client Services Consultant (CSC) is responsible for the efficient delivery of Magnit’s services to our clients. This position will work closely with vendors (panel suppliers), client hiring managers and cross-functional teams, utilizing the VMS tool to ensure smooth service...

  • Private Housekeeper

    3 weeks ago

    Edinburgh, United Kingdom Stafffinders' Client Full time

    are seeking Housekeepers for ongoing temporary assignments. for a diverse role within a variety of hospitality and care venues, along with a passion for making a difference and providing outstanding customer service, 44 per hour. Pay is weekly, with holiday pay accrued on top of the hourly rate and your working hours can be flexible in order to suit your You...

  • Client Services Consultant

    1 month ago

    Edinburgh, United Kingdom Magnit Full time

    Client Services Consultant (CSC) is responsible for the efficient delivery of Magnit’s services to our clients. This position will work closely with vendors (panel suppliers), client hiring managers and cross-functional teams, utilizing the VMS tool to ensure smooth service delivery. What You Will Do • CSC is responsible for the day-to-day delivery...

  • Client Services Consultant

    3 weeks ago

    Edinburgh, United Kingdom Magnit Full time

    Who We Are Magnit is the evolution of work. Serving hundreds of the world’s most recognizable brands for the past 30+ years, Magnit offers the industry’s first holistic platform for the modern workforce. Magnit’s integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our...

  • Client Services Consultant

    2 days ago

    Edinburgh, United Kingdom Magnit Full time

    Job Description Who We Are Magnit is the evolution of work. Serving hundreds of the world’s most recognizable brands for the past 30+ years, Magnit offers the industry’s first holistic platform for the modern workforce. Magnit’s integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team...

  • Client Services Consultant

    4 weeks ago

    Edinburgh, United Kingdom Magnit Full time

    Who We Are Magnit is the evolution of work. Serving hundreds of the world’s most recognizable brands for the past 30+ years, Magnit offers the industry’s first holistic platform for the modern workforce. Magnit’s integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our...

  • Client Services Consultant

    4 weeks ago

    Edinburgh, United Kingdom Magnit Full time

    Who We Are Magnit is the evolution of work. Serving hundreds of the world’s most recognizable brands for the past 30+ years, Magnit offers the industry’s first holistic platform for the modern workforce. Magnit’s integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our...