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Client Service Specialist

2.00 to 10.00 Years   Mumbai City   19 May, 2023
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaClient ServerGeneral / Other Software
EmploymentTypeFull-time

Job Description

    Roles & Responsibilities include specific functions/ tasks/ performance objectives
    • Field incoming inquiries from the product/segment classified client channels, such as 800 -telephone number; fax; email; mail as it relates to Treasury Services related products. Inquiries normally fielded by the Solutions Center staff are
      • Clients unable to apply debit/credit posted to their account; Beneficiary bank unable to apply funds
      • Wire inquiries including case investigation and follow-ups
      • DDA balance/settlement/funding/fee inquiries
      • Check Verification, etc
    • Adhere to the policy, procedures and standards as governed by ISO, Risk and Compliance standards
    • Ensure the prompt resolution of all customer queries while ensuring the client experience is world class.
    • Investigate and resolve generic issues that generate escalated enquiries
    • Assist Relationship Managers with queries on customers accounts (e.g. following up on old queries or updates, escalations, etc.)
    • Identify clients calling for balances, transactional data and for manual payments in order to offer them the use of internal tools and JP Morgan platforms, and discuss the benefits with them for self-serve.
    • Investigate and inform senior management of potential processes that could reduce exposure. (i.e., formatting issues, inconsistent procedure interpretation among service centers, incorrect processes, etc.)
    • Track all inquiries received into the service center regardless of channel in the case tracking tool Service Portal.
    • Prioritize responsibilities to ensure individual goals and objectives are met as defined in the scorecard.
    Essential Skills & Experience
    • Excellent communication skills (verbal and written) with emphasis on banking terminology
    • Demonstrate listening skills and ability to utilize probing questions to accurately assess inquiry or request
    • Ability to work in a fast-paced environment and an adaptability to change
    • Strong problem-solving and decision-making skills
    • Exhibits ability to work effectively in a team environment
    • Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time
    Hours of Work / Shift Timings in Mumbai
    • Fully-staffed: Monday-Friday, 8:00 AM 8:00 PM Eastern Standard Time
    ,

Keyskills :
customer servicecomplianceauditingbasiccustomer relationsfollowing upproblem solving

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