Customer Service Brokerage Support

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

Job Family: Account 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 Customer Service Brokerage Support role in our Edinburgh office is pivotal in upholding our commitment to exceptional client experiences within the Account Service category. As a key member of the team, you will deliver top-tier support to brokerage clients, managing everything from routine inquiries to complex account resolutions. This position requires a blend of financial expertise and customer-centric skills to ensure seamless operations in a dynamic international market, all while adhering to JP Morgan Chase's high standards of integrity and compliance. Your day-to-day responsibilities will involve interacting directly with clients to address brokerage-related needs, such as verifying transactions, explaining investment options, and troubleshooting account issues. You will leverage JP Morgan Chase's advanced platforms to maintain accurate records and facilitate efficient service delivery. Collaboration with cross-functional teams, including trading desks and compliance officers, will be essential to resolve escalations promptly and identify opportunities to enhance client portfolios with our comprehensive suite of financial products. This role demands a proactive approach to staying abreast of UK and global regulatory changes, ensuring every interaction aligns with FCA guidelines and internal policies. Joining JP Morgan Chase means becoming part of a supportive culture that values professional growth and work-life balance. In this Edinburgh-based position, you will contribute to a team that powers client success in the competitive financial services landscape. We seek individuals passionate about finance who thrive in client-facing roles and are eager to advance their careers within one of the world's most respected institutions. If you excel at building trust and resolving challenges with precision, this opportunity at JP Morgan Chase offers a rewarding path in brokerage support.

Key Responsibilities

• Provide dedicated support to brokerage clients via phone, email, and chat, resolving inquiries on account balances, transactions, and portfolio performance
• Assist clients with account openings, transfers, and maintenance, ensuring all documentation complies with JP Morgan Chase policies and UK regulations
• Escalate complex issues to senior advisors or compliance teams while maintaining client satisfaction
• Monitor and update client records in CRM systems to reflect accurate account information
• Educate clients on brokerage services, investment options, and risk management strategies offered by JP Morgan Chase
• Collaborate with internal teams to facilitate seamless trade executions and settlements
• Identify opportunities to upsell JP Morgan Chase products like wealth management services
• Conduct quality assurance reviews on support interactions to uphold service standards
• Stay updated on market trends and regulatory changes impacting brokerage services

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 2 years of experience in customer service within the financial services industry
• Strong knowledge of brokerage products, including stocks, bonds, and mutual funds
• Proficiency in regulatory compliance standards such as MiFID II and FCA guidelines
• Excellent verbal and written communication skills in English
• Ability to handle sensitive client information with confidentiality
• Experience using financial software and CRM systems

Preferred Qualifications

• Series 7 or equivalent UK financial certification
• Prior experience in a high-volume call center environment at a major bank
• Familiarity with JP Morgan Chase's proprietary trading platforms
• Advanced knowledge of international markets and cross-border transactions
• Bilingual proficiency in additional European languages

Required Skills

• Customer service orientation with empathy and patience
• Financial acumen in brokerage and investment products
• Proficiency in Microsoft Office Suite and financial databases
• Strong problem-solving and analytical thinking
• Attention to detail for accurate transaction processing
• Effective time management in a fast-paced environment
• Knowledge of anti-money laundering (AML) and KYC procedures
• Interpersonal skills for building client relationships
• Adaptability to shifting market conditions
• Technical proficiency in telephony and digital support tools
• Regulatory awareness of FCA and SEC equivalents
• Data entry accuracy for client records
• Conflict resolution in high-stakes client interactions
• Team collaboration across global JP Morgan Chase teams

Benefits

• Competitive base salary with performance-based bonuses
• Comprehensive health, dental, and vision insurance coverage
• Generous pension contributions and retirement savings plans
• Paid time off including annual leave, sick days, and parental leave
• Professional development programs and tuition reimbursement for financial certifications
• Employee stock purchase plan and access to JP Morgan Chase financial wellness resources
• Flexible hybrid work arrangements in Edinburgh
• On-site fitness facilities and wellness programs

JP Morgan Chase is an equal opportunity employer.