Client Service Specialist - Edinburgh

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering innovative solutions to our clients. The Client Service Specialist role in our Edinburgh office is pivotal in enhancing the client experience within the Private Bank. Reporting to the Client Service Manager, you will work closely with advisors, operations teams, and global partners to provide exceptional support to high-net-worth individuals and families. This position demands a client-centric approach, ensuring that every interaction aligns with our commitment to trust, integrity, and excellence in private banking services. Your primary focus will be on delivering seamless service across various touchpoints, from routine inquiries to complex transaction support. You will leverage your knowledge of financial products, including investment management, lending, and estate planning, to assist clients in navigating their wealth needs. In this role, you will also contribute to operational efficiency by maintaining accurate records, adhering to UK regulatory standards such as those set by the FCA, and participating in initiatives that drive client loyalty and satisfaction. Collaboration is key, as you will interface with cross-functional teams to resolve issues swiftly and proactively identify opportunities for enhanced service delivery. Joining JP Morgan Chase means becoming part of a dynamic culture that values diversity, innovation, and professional growth. Based in our state-of-the-art Edinburgh location, you will benefit from exposure to international markets while contributing to the firm's reputation as a trusted partner in wealth management. This role offers a platform to build a rewarding career in financial services, with opportunities for advancement and skill development in a supportive environment.

Key Responsibilities

• Collaborate with Private Bank teams to ensure seamless delivery of client services and integrated experiences
• Respond to client inquiries via phone, email, and in-person meetings, resolving issues promptly
• Coordinate with internal stakeholders to facilitate account management, transactions, and reporting
• Maintain accurate client records and ensure compliance with data protection and regulatory requirements
• Assist in onboarding new clients, including documentation and KYC processes
• Monitor client portfolios for service needs and escalate complex issues to senior advisors
• Contribute to client satisfaction initiatives, such as feedback surveys and service improvements
• Support ad-hoc projects related to client engagement and operational efficiency
• Ensure all interactions adhere to JP Morgan Chase's ethical standards and risk management policies
• Liaise with global teams to provide tailored solutions for international clients based in Edinburgh

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 2 years of experience in client service within the financial services industry
• Strong understanding of banking products and services, including wealth management and private banking
• Excellent communication skills with the ability to interact with high-net-worth clients
• Proficiency in Microsoft Office Suite and financial software applications
• Ability to obtain relevant regulatory certifications such as CISI or equivalent
• Right to work in the United Kingdom without sponsorship

Preferred Qualifications

• Experience working in a private banking environment at a global financial institution
• Knowledge of UK financial regulations and compliance standards
• Advanced degree or professional certification in finance (e.g., CFA Level 1)
• Previous exposure to CRM systems like Salesforce
• Bilingual capabilities, particularly in languages spoken by international clients

Required Skills

• Client relationship management
• Financial product knowledge
• Regulatory compliance awareness
• Problem-solving and issue resolution
• Attention to detail
• Time management and prioritization
• Interpersonal communication
• Data analysis and reporting
• CRM software proficiency
• Team collaboration
• Adaptability to fast-paced environments
• Discretion and confidentiality handling
• Customer service orientation
• Basic risk assessment
• Multitasking under pressure

Benefits

• Competitive base salary with performance-based bonuses
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Generous pension scheme with employer matching contributions
• Paid time off, including annual leave, sick days, and flexible working arrangements
• Professional development opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• Access to on-site fitness facilities and mental health support services
• Parental leave and family-friendly policies

JP Morgan Chase is an equal opportunity employer.