Financial adviser Work, Jobs in Wallisdown, Dor (with Salaries)

Client Service Account Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Financial services
- Communication skills
Operations Manager
Now Student Living —Bournemouth
- £40,000 - £47,000 a year
- Full-time
- Sales
- Business development
- Team management
- Health & wellbeing programme
- Sick pay
Quick apply
11d
Project Manager
Bistech Group plc —Ferndown
- Up to £55,000 a year
- Full-time
- Customer service
- Continuous improvement
- Budgeting
- Employee assistance programme
Quick apply
2d
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Administrative experience
- Financial services
- School
- Free parking
- Annual leave
Quick apply
Quality Assurance Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Financial Adviser
LV= Life & Pensions —Bournemouth
- Mentoring
- Computer skills
- Communication skills
- Work from home
- Employee assistance programme
12d
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Financial services
- Employee assistance programme
- Employee discount
Student Recruitment Adviser (Fixed-term, Maternity Cover)
Bournemouth University —Bournemouth
- £25,249 - £28,031 a year
- Hybrid work
- University
- Recruiting
- Communication skills
- Annual leave
- Flexitime
Financial Adviser
RGH‑Global Limited —Bournemouth
- Up to £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
11d
Quality Assurance Officer (Part-Time)
LV= Life & Pensions —Bournemouth
- Part-time
- Customer service
- Mentoring
- Financial services
- Free parking
- Employee assistance programme
11d
Compliance Support Specialist - MI270526
Mortgage Intelligence —Bournemouth
- £25,000 - £30,000 a year
- Hybrid work
- No experience needed
- Communication skills
- Banking
- Annual leave
Mortgage Administrator
RGH‑Global Limited —Bournemouth
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
Student Support Attendance Adviser
Brockenhurst College —Brockenhurst
- £24,617 a year
- Part-time
- Customer service
- Free parking
- Employee assistance programme
2d
Claims Assessor
LV= Life & Pensions —Bournemouth
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
6d
Accounts Senior Associate
Saffery —Bournemouth
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- Training & development
- Profit sharing
- Annual leave
Finance Operations Accountant (FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Continuous improvement
- Accounting
13d
Accounts Team Assistant
Quilter —Southampton
- Full-time
- Continuous improvement
- Communication skills
11d
Mortgage & Protection File Reviewer - MI280526
Mortgage Intelligence —Bournemouth
- £25,000 - £27,000 a year
- Hybrid work
- No experience needed
- Phone etiquette
- Time management
- Annual leave
Finance Analyst (17 Month FTC)
Quilter —Southampton
- Full-time
- Presentation skills
- Communication skills
Key Accounts Strategy Manager
Nucleus Financial Group —Salisbury
- Writing skills
- Analysis skills
- Continuous improvement
- Annual leave

I want to receive the latest job alerts for financial adviser in wallisdown, dor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Service Account Manager - Associate

JPMorganChase -
Bournemouth

Apply Now

Job details

Full-time

Qualifications

Client engagement
Internal department liaison
Partnership building
Organisational skills
Relationship management
Financial services
Customer interaction
Networking
Account management
Communication skills
Negotiation

Full job description

JOB DESCRIPTION

Job description

Are you experienced in client service and have a can-do attitude? Then you found the right position for you!

As a Client Service Account Manager Associate within J.P. Morgan Payments team, you will maintain and enhance best in class Client Service to a designated portfolio of top tier Treasury Services Clients, promoting 100% Client satisfaction by interacting with the Client on service & operating issues and opportunities.

Job responsibilities

Develops, maintains and broadens partnerships with Clients; understands Clients' business to predict their needs and provide appropriate solutions
Becomes the Clients' trusted adviser
Assists in developing and executing strategic Client plans
Promotes use of self-service tools to reduce number of Client enquiries
Analyses payment and associated activities in order to identify efficiencies and cross sell opportunities
Promotes sharing of experience and best practice across the Service team
Participates in and support TS initiatives
Identifies opportunities for product development and enhancement
Develops internal partnerships (e.g. Sales, Operations, Product, WSS)
Identifies and escalate potential risk associated with Client activities
Records all Client interactions (e.g. calls, meetings, issues, proactive communications)

Required qualifications, capabilities, and skills

Excellent verbal and written communication skills
Ability to work effectively under pressure whilst maintaining a professional manner
Dual-ability to work effectively as both a team player and alone
Demonstration of cultural sensitivity and awareness
Proven negotiation skills
Strong organisational skills; ability to manage multiple priorities whilst meeting deadlines
Ability to develop and mobilise internal networks and resources
Ability to effectively use and manage multiple systems
Client service and portfolio management experience

Preferred qualifications, capabilities, and skills

Knowledge and understanding of Treasury Services products, processes and risk policies nice to have
Additional Languages are helpful for this role but not required

ABOUT US

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. 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.

Apply Now

Refine Your Search

financial adviser jobs in wallisdown, dor

Client Service Account Manager - Associate

Operations Manager

Project Manager

Administrator – Accountancy Services

Quality Assurance Specialist

Financial Adviser

Business Development Manager (Advised Platform)

Student Recruitment Adviser (Fixed-term, Maternity Cover)

Financial Adviser

Quality Assurance Officer (Part-Time)

Compliance Support Specialist - MI270526

Mortgage Administrator

Student Support Attendance Adviser

Claims Assessor

Accounts Senior Associate

Finance Operations Accountant (FTC)

Accounts Team Assistant

Mortgage & Protection File Reviewer - MI280526

Finance Analyst (17 Month FTC)

Key Accounts Strategy Manager

I want to receive the latest job alerts for financial adviser in wallisdown, dor

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected