Customer support & client services Work, Jobs in Almond, Edh (with Salaries)

Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Data analysis skills
- Analysis skills
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Records Assistant
Williams Lea —Edinburgh
- £26,220 a year
- Full-time
- Microsoft Office
- In-person
- Communication skills
- Referral programme
Executive Administration Assistant
triSaaS (Enhance) —Edinburgh
- Part-time
- Microsoft Office
- Hotel
- SharePoint
- Free parking
- Sick pay
Quick apply
Receptionist
ISS Facility Services —Edinburgh
- £14.80 an hour
- Monday to Friday
7h
Office Administrator / Tele sales
Heat Electric Scotland —Dunfermline
- £13.00 - £13.25 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
9d
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Front-Desk Assistant - 4 days a week, day/night shift (f/m/x)
Joivy —Edinburgh
- £21,200 a month
- Part-time
- Hospitality
- Customer service
- English
Quick apply
9d
Customer Executive
Computacenter —Edinburgh
- Sales
- Organisational skills
- Communication skills
Client Service Delivery Analyst
JPMorganChase —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Customer service
Client Care Advisor
IVC —Edinburgh
- Up to £26,528.31 a year
- Part-time
- Customer service
- Annual leave
- Employee discount
1d
Lettings and Administration Administrator - Viewing Agent
Places for People —Edinburgh
- £15,791 a year
- Customer service
- Employee discount
Client Experience Assistant
Turcan Connell —Edinburgh
- Part-time
- Customer service
- Communication skills
12d
Financial Crime Escalation Analyst
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Microsoft Office
- Analysis skills
4d
Part Time Office Administrator
Pentland Fire and Security —Dalkeith
- From £17,485 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Freelance In Person Event Specialist - Edinburgh, Scotland
Visit.org —Edinburgh
- Temporary
- Customer service
- English
- Travel
Quick apply
Security Officer Reception
BidvestNoonan —South Gyle
- £12.71 an hour
- Full-time
- Customer service
- Computer literacy
- First Aid Certification
- Annual leave
Quick apply
Customer Success Manager (UK)
Dayshape —Edinburgh
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Accounting
- Organisational skills
- Employee assistance programme
Quick apply
3d
New Client Consultant
MOV8 Real Estate —Edinburgh
- £23,500 - £28,500 a year
- Full-time
- Sales
- Customer service
- IT
- Annual leave
Front of House Assistant
Hymans Robertson LLP —Edinburgh
- Up to £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
12d

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Customer Service Brokerage Support

JPMorganChase -
Edinburgh

Apply Now

Job details

Full-time

Qualifications

Salesforce
Regulatory reporting
Data analysis skills
Analysis skills
Financial services
Communication skills

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

customer support & client services jobs in almond, edh

Customer Service Brokerage Support

Client Services Associate

Records Assistant

Executive Administration Assistant

Receptionist

Office Administrator / Tele sales

Customer Service Associate

Front-Desk Assistant - 4 days a week, day/night shift (f/m/x)

Customer Executive

Client Service Delivery Analyst

Client Care Advisor

Lettings and Administration Administrator - Viewing Agent

Client Experience Assistant

Financial Crime Escalation Analyst

Part Time Office Administrator

Freelance In Person Event Specialist - Edinburgh, Scotland

Security Officer Reception

Customer Success Manager (UK)

New Client Consultant

Front of House Assistant

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