Client Service Specialist - Edinburgh

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

Job Family: Client Service

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a strong presence in private banking, offering tailored solutions to high-net-worth individuals and institutions. The Client Service Specialist role in our Edinburgh office is pivotal in delivering exceptional service within the Private Bank. This position involves working closely with cross-functional teams to provide a seamless and integrated client experience, ensuring that every interaction aligns with our commitment to excellence and client-centric innovation. Based in the vibrant city of Edinburgh, you will contribute to a dynamic environment that supports the UK's wealth management landscape, leveraging JPMorgan Chase's global resources to meet diverse client needs. In this role, you will act as a key point of contact for clients, addressing inquiries related to account management, investment strategies, and bespoke financial services. Responsibilities include coordinating with advisors, analysts, and operations teams to facilitate smooth transactions and resolve any service disruptions efficiently. You will also play a part in enhancing client engagement by preparing insightful reports and ensuring all communications reflect the firm's high standards of professionalism and accuracy. Compliance with UK financial regulations, such as those set by the FCA, is integral, requiring a proactive approach to risk management and ethical practices. JPMorgan Chase values professionals who thrive in collaborative settings and are passionate about client success. As a Client Service Specialist, you will have opportunities for growth within our renowned training programs, fostering skills that can lead to advanced roles in private banking. Join us to be part of a firm that not only drives financial innovation but also prioritizes employee development and a supportive culture in one of Europe's key financial hubs.

Key Responsibilities

• Collaborate with Private Bank teams to ensure seamless client onboarding and account management
• Respond to client inquiries promptly, providing accurate information on investment options and services
• Coordinate with internal stakeholders to resolve client issues and escalate complex matters as needed
• Maintain accurate client records and ensure compliance with data protection and regulatory standards
• Support the delivery of personalized financial advice and portfolio reviews
• Monitor client satisfaction through feedback mechanisms and implement improvements
• Assist in preparing client reports, statements, and performance summaries
• Contribute to team initiatives aimed at enhancing the overall client experience
• Stay updated on market trends and regulatory changes to advise clients effectively

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 2-3 years of experience in client service within the financial services industry
• Strong understanding of private banking products and services
• Proficiency in financial regulations, particularly UK FCA guidelines
• Excellent communication skills with the ability to handle high-net-worth clients
• Experience with client relationship management systems

Preferred Qualifications

• Advanced certification such as CFA or CISI qualification
• Prior experience working in a private banking environment at a global firm
• Fluency in additional languages relevant to international clients
• Knowledge of wealth management tools and CRM software like Salesforce

Required Skills

• Client relationship management
• Financial product knowledge
• Regulatory compliance awareness
• Problem-solving and issue resolution
• Excellent verbal and written communication
• Attention to detail and accuracy
• Time management and prioritization
• Team collaboration and interpersonal skills
• Analytical thinking for client needs assessment
• Proficiency in Microsoft Office Suite
• Experience with financial software and databases
• Adaptability to fast-paced environments
• Discretion and confidentiality handling
• Customer service orientation
• Basic risk assessment capabilities

Benefits

• Competitive base salary with performance-based bonuses
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Generous retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities through JPMorgan Chase's learning programs
• Employee stock purchase plan and financial planning services
• Flexible working arrangements and support for work-life balance
• Access to global mobility programs and career advancement paths

JP Morgan Chase is an equal opportunity employer.