Asset Management, J.P. Morgan Private Bank, Client Service Banking Administrator - Milan
About JP Morgan Asset Management
J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides ultra high net worth and high net worth clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.
A Client Service Banking Administrator is the primary support person for service related execution within the Private Bank. The individual will work with Client Service Specialists (CSS), mid-office and operations teams to deliver a seamless and integrated experience to our clients across specific Private Banking products.
You will be part of a central team supporting the Client Services Team and their client base. Some examples of the daily responsibilities include performing account maintenance, audit requests, generation of portfolio reviews, tax documentation inquiries, fee waivers and fee invoices.
This role will be supporting our CSS team in delivering a high quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. The individual will be expected to contribute to the overall success of the group in proportion to his/her experience, and will be evaluated relative to their peer group
Core Responsibilities will include but not be limited to:
· Maintain client confidentiality at all times
· Manage daily inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
· Working within a team to execute daily requests
· Data entry and process initiation for changes of client demographics
· Fee related activities (i.e fee waivers, fee invoices)
· Verify and maintain data quality
· Liaise and follow-up with internal teams for documentation and account maintenance issues
· Take ownership of work and ensure data integrity, accuracy and completeness
· Escalate issues for any urgent matters or assistance.
· Minimum High School Degree
· Fluent English
· Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
· Detail-oriented and results-focused
· Team player with the ability to work well with multiple stakeholders and other team members.
This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.
JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families through Asset Management and Wealth Management . Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.
J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.