Customer Service Analyst – Asset and Wealth Management
On-site · Tempe, Arizona, United States
Job Summary
Serve as the primary point of contact for Wealth Management clients; provide customer service and product knowledge; cross-sell/refer to other JPMC lines for in-depth wealth discussions; communicate with customers via phone and email to deliver high-quality responses; collaborate with other departments to resolve client queries; adapt communication style to meet customer needs; identify and recommend improvements within the Customer Support function; handle challenging conversations, including complaints.
Required Qualifications
- University degree in Economics, Finance, or equivalent work experience
- Security Licenses: 7/66
- Experience in a customer service role, preferably in financial services
- Strong customer service skills in telephone and email etiquette
- Proficient communication skills in English; Spanish language preferred (verbal and written)
- Excellent interpersonal skills and client focus
- Ability to exercise discretion and judgment
- High level of technical skill in the field of expertise
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