Client Service Specialist

Job Description

Be at the heart of delivering a high-quality client experience. You will help clients by resolving inquiries, processing transactions, and troubleshooting issues with speed and accuracy. In this role, you will build problem-solving skills and deepen your knowledge of products and service processes. You will work with a supportive team that values collaboration, ownership, and continuous improvement. Join JPMorganChase to make a meaningful impact on clients every day.

As a Client Service Specialist IV in Client Service, you provide daily operational support by addressing client inquiries, processing transactions, and resolving issues in a timely manner. You apply policies and procedures to make decisions within established guidelines and to solve non-routine problems. You identify opportunities to connect clients with additional services based on their needs. You communicate clearly, ask effective questions, and document outcomes to support accurate follow-through. You contribute to a positive client experience by working collaboratively and adapting to changing priorities.

Job responsibilities

• Respond to client inquiries through approved channels and provide accurate, timely resolutions.
• Process client transactions and service requests with attention to detail and data integrity.
• Troubleshoot issues by gathering information, identifying root causes, and applying documented procedures.
• Apply policies and procedures to make decisions within established guidelines and escalate when appropriate.
• Identify client needs and refer services or solutions when appropriate based on available options.
• Document interactions and outcomes to support follow-up and consistent service delivery.
• Collaborate with teammates and internal partners to resolve more complex issues and reduce repeat inquiries.
• Adapt to changes in volume, priorities, and procedures while maintaining service quality.
  
  

Required Qualifications, Capabilities And Skills

• Baseline knowledge of client service operations, including transaction processing and issue resolution.
• Demonstrated ability to apply policies and procedures to solve non-routine problems.
• Strong written and verbal communication skills, including the ability to ask probing questions to clarify requests.
• Strong interpersonal skills and ability to interact professionally with clients and partners.
• Demonstrated ability to work in a fast-paced environment, adapt to change, and manage multiple tasks.
• Demonstrated attention to detail and ability to maintain accuracy and data integrity.
• Proficiency in Microsoft Windows and Microsoft Office, with the ability to work across multiple applications at once.
  
  

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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