
Client Service Specialist
Required skills
- client service operations
- transaction processing
- service referral
- policies and procedures
- non-routine problems
- communication skills
- probing questions
- team environment
- data integrity
- MS Windows
Nice to have
- financial products
- market trends
- earlier shifts
Role summary
The InstaMed team at JPMorganChase is seeking a Client Service Specialist to provide exceptional customer service and operational support. This role involves addressing client inquiries, processing transactions, troubleshooting issues, and identifying service referral opportunities by applying knowledge of policies, procedures, financial products, and market trends. The specialist will work in a fast-paced environment, requiring strong communication, interpersonal, and problem-solving skills, along with proficiency in MS Windows and Office. The position focuses on ensuring client satisfaction and maintaining data integrity.
If you enjoy being at the leading edge of delivering exceptional service and ensuring client satisfaction, you have found the right team.
As a Client Service Specialist within the InstaMed team at JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support. Your primary focus will be to address InstaMed client inquiries, process transactions, troubleshoot issues, and identify opportunities to refer services based on client needs. You will be expected to apply your knowledge of our policies and procedures to solve problems. Your work will have a significant impact on our team and clients, and you will be expected to make decisions within established procedures.
Job Responsibilities
- Provide daily customer service support within our operations, addressing client inquiries, processing transactions, and troubleshooting issues using your knowledge of our policies and procedures.
- Identify opportunities to refer services based on client needs, leveraging your understanding of our financial products and market trends.
Required Qualifications, Capabilities and Skills
- Baseline knowledge of client service operations, including transaction processing, troubleshooting, and service referral.
- Demonstrate ability to apply policies and procedures to solve non-routine problems.
- Possess excellent communication skills with demonstrated ability to utilize probing questions to accurately assess inquiry or request.
- Ability to work in a fast-paced environment, adapt to change, and work effectively in a team environment.
- Strong interpersonal and communication Skills to effectively interact with clients and address their inquiries.
- Ability to accurately process transactions and ensure data integrity.
- Skills to manage multiple tasks efficiently in a fast-paced environment.
- Ability to identify common issues and provide straightforward solutions.
- Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time.
***Work schedule hours for this opportunity will be Monday - Friday, 11:30am - 8:00pm ET. As hours become available, there will be an opportunity to work earlier shifts.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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