Resources advisor Work, Jobs in Juniper Green, Edh (with Salaries)

Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
17h
Fraud Advisor
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Communication skills
- Banking
- Flexible schedule
6d
Security Area Manager Scotland - Edinburgh
Savills Management Resources —Edinburgh
- Full-time
- Management
- Customer service
- Computer literacy
10d
Click and Collect advisor
cinch —Livingston
- £28,000 a year
- Monday to Friday
- Customer service
- Communication skills
- Time management
- Employee assistance programme
Quick apply
11d
Business Operations Manager
CGEN Engineering Ltd —Edinburgh
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- CRM software
- Bachelor's degree
- No degree
Quick apply
4d
Yard Sales Adviser
STARK Group —Kirkcaldy
- Full-time
- Customer service
- Referral programme
20h
Account Manager - UK Adviser Sales Business Development (Edinburgh based)
BlackRock Investments —Edinburgh
- Hybrid work
- Sales
- Bachelor's degree
- No degree
- Work from home
Executive Director of Clinical Business Development - Strategic Accounts
サイネオス・ヘルス —Edinburgh
- Remote
- Google Suite
- Salesforce
- Microsoft Office
Principal Consultant - Business Case & Project Finance
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- Management
- Master's degree
- Business development
Quick apply
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills
Project Manager - UK
Mindbody —Edinburgh
- Remote
- Microsoft Powerpoint
- Spanish
- PMP
Quick apply
10d
Principal Land Consultant
WSP —Edinburgh
- Part-time
- Hybrid work
- Management
- Travel
- IT
- Flexitime
- Work from home
Dedicated Solution Service Engineer (DSSE)
Corero —Edinburgh
- Computer Science
- Customer service
- Engineering
- Annual leave
- Life insurance
6d
Technical Director – Ports and Maritime Engineering
Amentum —Edinburgh
- Full-time
- Hybrid work
- Civil engineering
- Analysis skills
- Contracts
- Employee stock purchase plan
- Annual leave
Corporate Tax Manager
SW Group —Kirkcaldy
- Full-time
- Hybrid work
- Business development
- Project management
- Leadership
Quick apply
Store Manager - Edinburgh
Oak Furnitureland —Edinburgh
- £55,000 - £60,000 a year
- Weekend availability
- Sales
- Free parking
- Employee assistance programme
Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Business development
- Team management
- Mentoring
12d
Energy Lead
Children First —Edinburgh
- £30,602 - £35,778 a year
- Weekend availability
- Hybrid work
- Communication skills
- Annual leave
Quick apply
13d
Client Advisor Assistant
Quintet Private Bank —Edinburgh
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
11h
Manager, ER&I (Energy, Resources and Industrials), Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Research
- AI
13d

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Customer Service Brokerage Support

JPMorganChase -
Edinburgh

Apply Now

Job details

Full-time
17 hours ago

Qualifications

CRM software
Report writing
Report generation
Regulatory reporting
Analysis skills
Risk management
Customer support
Financial services
Customer interaction
Communication skills
Analytics

Full job description

JOB DESCRIPTION

JPM Personal Investing , Europe's leading Digital Wealth Manager with over £7 billion Assets Under Management and 260,000+ global investors, operates with the agility of a start-up within a leading financial institution. We're on a mission to ethically disrupt the UK financial services market, empowering our customers to maximize their money through our innovative mobile banking app and dedicated customer support. As a J.P. Morgan company, we complement Chase's digital bank in the UK, focusing on customer-centric offerings in investments and digital wealth management.

Join our team as a Customer Service Brokerage Support and play a key role in providing outstanding support to our clients. This is your opportunity to leverage your expertise in brokerage operations and financial products while building strong client relationships. You'll work in a collaborative environment, supporting clients with their accounts and helping them navigate their financial needs. If you're passionate about client service and thrive in a fast-paced setting, this role offers the chance to make a meaningful impact.

You will assist with client accounts, address inquiries, and ensure a seamless experience for every client. You will work with us to process transactions, maintain compliance, and provide prompt support across multiple channels. Your role will involve , not limited to, collaborating with financial advisors and internal support teams, supporting vulnerable customers, and contributing to process improvements.

Please note the working schedule for this role.

Job Responsibilities:

Assist clients with account setup, maintenance, and updates.
Provide clients with account updates such as trades, transfers and account adjustments.
Monitor client accounts to ensure compliance with regulations and company policies.
Respond to client inquiries via phone, email, and chat.
Provide information on financial products, services, and account status.
Resolve client issues promptly and escalate complex cases as needed.
Support vulnerable customers with care and professionalism.
Prepare and maintain accurate records of client interactions and transactions.
Generate reports for clients and management as required.
Collaborate with financial advisors, trading teams, and other team members to support client needs.
Stay informed about industry regulations and company policies, identifying and mitigating potential risks.

Required Qualifications, Capabilities, and Skills:

Experience in a brokerage or financial services environment or a strong interest in the financial market.
Strong knowledge of financial products and brokerage operations.
Proficiency in financial software and CRM tools, preferably Salesforce.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Detail-oriented with a high level of accuracy.
Ability to work independently and as part of a team.

Preferred Qualifications, Capabilities, and Skills:

Experience supporting vulnerable customers.
Familiarity with regulatory documentation and reporting standards.
Experience collaborating with financial advisors and trading teams.
Ability to contribute feedback to process improvements.
Advanced proficiency in data analysis and reporting.
Experience with compliance and risk management in financial services.
Prior experience with Salesforce or similar CRM platforms.

Working Schedule:

35 hours per week Monday to Friday 1pm to 9pm, with a blend of of office and home working.

#ICBCareer

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Apply Now

Refine Your Search

resources advisor jobs in juniper green, edh

Customer Service Brokerage Support

Fraud Advisor

Security Area Manager Scotland - Edinburgh

Click and Collect advisor

Business Operations Manager

Yard Sales Adviser

Account Manager - UK Adviser Sales Business Development (Edinburgh based)

Executive Director of Clinical Business Development - Strategic Accounts

Principal Consultant - Business Case & Project Finance

Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Project Manager - UK

Principal Land Consultant

Dedicated Solution Service Engineer (DSSE)

Technical Director – Ports and Maritime Engineering

Corporate Tax Manager

Store Manager - Edinburgh

Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation

Energy Lead

Client Advisor Assistant

Manager, ER&I (Energy, Resources and Industrials), Operations Industry & Domain Solutions, Technology & Transformation

I want to receive the latest job alerts for resources advisor in juniper green, edh

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