Customer Service Brokerage Support

JPM Personal Investing , Europe’s leading Digital Wealth Manager with over £10 billion Assets Under Management and 300,000+ 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.
As a Customer Service Brokerage Support within our team, you will 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 is 07:30 /08:00- 15:30/16:00
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.
• 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:
• Strong knowledge of financial products and brokerage operations.
• Proficiency in Salesforce or other similar financial software and CRM tools.
• 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 in a brokerage or financial services environment.
• Experience supporting vulnerable customers.
• Familiarity with regulatory documentation and reporting standards.
• Experience collaborating with financial advisors and trading teams.
• Advanced proficiency in data analysis and reporting.
• Experience with compliance and risk management in financial services.
• Prior experience with Salesforce or similar CRM platforms.
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