Key account manager home office Work, Jobs in Edinburgh, Sct (with Salaries)

Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
Telephony Account Manager (Protection)
Royal London —Edinburgh
- CRM software
- Financial services
- Communication skills
- Annual leave
10d
Project Requirements Manager
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- Microsoft Excel
- Project management
Quick apply
Technical Facilities Manager - Scotland Support
Sodexo —Inverleith
- Up to £50,000 a year
- Full-time
- Travel
- Organisational skills
- Budgeting
- Employee assistance programme
Quick apply
3d
Associate, Financial & Prudential Reporting Accountant
BlackRock Investments —Edinburgh
- Hybrid work
- In-person
- Work from home
14d
Client Development Assistant
Pinsent Masons —Edinburgh
- Full-time
- CRM software
2d
Accountants Assistant - Hospitality
Virgin Hotels —Edinburgh
- Full-time
- Hotel
- Analysis skills
- In-person
- Annual leave
- Employee assistance programme
Quick apply
10d
Senior Security Manager (Supply Chain Security)
Companies House —Edinburgh
- £58,531 - £76,136 a year
- Part-time
- Hybrid work
- Analysis skills
- Presentation skills
- Travel
- Annual leave
9d
PHP Web Application Developer (Edinburgh-based)
Lyles Sutherland —Leith
- Overtime
- Hybrid work
- Software development
- AI
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
6d
Online Manager
ASDA —Kirkcaldy
- Weekend availability
- Organisational skills
- In-person
- Leadership
- Annual leave
- Employee assistance programme
13d
Revenue Manager
Virgin Hotels —Edinburgh
- Full-time
- Hotel
- Analysis skills
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
10h
Assistant Night Manager
AccorHotel —Edinburgh
- Night shift
- Hotel
- Life insurance
Quick apply
14d
Project Controls Manager
Turner & Townsend —Edinburgh
- Full-time
- Computer literacy
- Microsoft Office
- Contracts
Quick apply
Procurement Specialist – Contracts & Services
INEOS Group —Grangemouth
- Full-time
- Microsoft Word
- Contracts
- Employee assistance programme
- Employee discount
Commercial & Contract Manager
EDF Energy —Edinburgh
- Travel
- Contracts
- Negotiation
3d
Contract Manager, Quality & Risk Management, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Project management
- Contracts
Customer Success Manager - French Speaking
N-able —Edinburgh
- Hybrid work
- English
- Communication skills
- Employee stock purchase plan
- Annual leave
14d
Senior Policy Analyst (Maternity Cover)
Environmental Standards Scotland —Edinburgh
- £49,401 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Travel
13d
Procurement Specialist – Contracts & Services
INEOS —Grangemouth
- £0.01 a year
- Microsoft Word
- Contracts
- Employee assistance programme
- Employee discount
Quick apply
Store Manager - Carolina Herrerra H Beauty Edinburgh
PUIG —Edinburgh
- Customer service
- Leadership

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Customer Service Brokerage Support

JPMorganChase -
Edinburgh

Apply Now

Job details

Full-time

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

key account manager home office jobs in edinburgh, sct

Customer Service Brokerage Support

Telephony Account Manager (Protection)

Project Requirements Manager

Technical Facilities Manager - Scotland Support

Associate, Financial & Prudential Reporting Accountant

Client Development Assistant

Accountants Assistant - Hospitality

Senior Security Manager (Supply Chain Security)

PHP Web Application Developer (Edinburgh-based)

Online Manager

Revenue Manager

Assistant Night Manager

Project Controls Manager

Procurement Specialist – Contracts & Services

Commercial & Contract Manager

Contract Manager, Quality & Risk Management, Technology & Transformation

Customer Success Manager - French Speaking

Senior Policy Analyst (Maternity Cover)

Procurement Specialist – Contracts & Services

Store Manager - Carolina Herrerra H Beauty Edinburgh

I want to receive the latest job alerts for key account manager home office in edinburgh, sct

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