- Take ownership of each caller while empathizing and prioritizing client/advisor needs
- Resolve conflicts and manage client/advisor expectations
- Determine caller's needs and provide appropriate solutions through relationship building
- Effectively communicate verbally and in writing with both external and internal customers
- Document account activities thoroughly and concisely
- Engage in interactive dialogue through active listening
- Exercise independent judgment and think critically
- Pay attention to detail
- Abide by all applicable regulatory and department practices and procedures
- Effectively prioritize work to ensure efficiency
- Conduct research as needed
- Excellent Communication Skills
- Understands fundamentals of financial services and the industry
- Has knowledge of customer industry and the competitive environment
- Has knowledge of customer business and portfolio of products and services
- Understands firm business and the competitive environment
- Leverages knowledge to adeptly understand and address typical customer issues
- Plans and accomplishes complex tasks and/or projects using knowledge, analysis and good judgment
- Assesses multiple assignments and can prioritize in a logical and efficient manner
- Handles unexpected situations adeptly
- Schedule flexibility
- Voice function or equivalent experience is preferred but not required
-
Loan Servicing Specialist III
1 linggo ang nakalipas
JPMorgan Chase Bank, N.A. Taguig, Pilipinas Buong orasJob Description : · Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the team. · As a Loan Servicing Specialist III within the Centralized Money Movement team, you w ...
-
Commercial Banking Credit Support Specialist III
1 linggo ang nakalipas
JPMorgan Chase Bank, N.A. Taguig, Pilipinas Buong orasJob Description : · Job responsibilities: · .Perform analysis of Financial Statements and complete spreading as per the guidelines · .Process Financial Statements, Appraisal reports, Borrowing Base Certificate, Compliance Certificate, Mortgage documents, Credit Agreement and abst ...
-
JPMorgan Chase Bank, N.A. Taguig, PilipinasJob Description : · At JPMorgan Chase, we endeavor to provide a place where your development and growth are nurtured and achieve your highest potential. · As an Account Specialist III within our Client Services team, you will be tasked with the development and nurturing of relati ...
-
TECHNICAL SPECIALIST III
6 araw ang nakalipas
TE Connectivity Tanauan, PilipinasOVERVIEW · The position is to troubleshoot Automated / Manual oriented machines, Implementing Kaizen / Poka-Yoke technics to improve productivity and to reduce breakdowns to achieve set line targets, should have awareness on quality. · RESPONSIBILITIES · Should be flexible to wor ...
-
TECHNICAL SPECIALIST III
3 araw ang nakalipas
TE Connectivity Tanauan, PilipinasOVERVIEW · To ensure the normal operation of stamping production, under the guidance of the stamping ME leader, we carry out repair and maintenance work on stamping die, follow up on the production of important and difficult dies, and assist engineers in improving and debugging d ...
-
TECHNICAL SPECIALIST III
4 araw ang nakalipas
TE Connectivity Tanauan, PilipinasOVERVIEW · To ensure normal production, under the company's production-related systems, processes and the guidance of the shift leader, the maintenance and repair of molds, spare parts management of molds, and inventory management of molds are effectively carried out, and on-site ...
-
Senior Specialist
3 araw ang nakalipas
ING Business Shared Services B.V. Philippines, Taguig, Pilipinas Buong orasDescription: Non-Financial Risk Specialist III assigned to NFR Services Teamis part of the team that supports Non-Financial Risk (NFR) Center of Excellence (CoE) in accordance with duly approved Workplace Instructions (WPIs) and interact with relevant stakeholders in the location ...
-
Air Quality Specialist
3 araw ang nakalipas
Clean Air Asia Philippines, Manila, Pilipinas Buong orasClean Air Asia is an international non-governmental organization leading the regional mission for better air quality and healthier, more liveable cities throughout Asia. Our mission is to reduce air pollution and greenhouse gas emissions in Asia and contribute to developing a mor ...
Invest Servicing Senior Specialist III - Taguig, Pilipinas - JPMorgan Chase Bank, N.A.
Paglalarawan
Job Description :
Be part of our JP Morgan Wealth Management Team as an Invest Servicing Senior Specialist
Job Summary:
As a JP Morgan Wealth Management- Invest Servicing Sr. Specialist III within our client services team, you will be tasked with receiving and resolving inquiries and complaints from both clients and advisors. Working under minimal direct supervision, you will be responsible for handling the most complex client and advisor issues. Your role will involve responding to questions and complaints, conducting research, maintaining records of problems and their resolutions, and escalating issues to the appropriate department within established timeframes. You will also be expected to assist clients and advisors with various functions including but not limited to Advisor Service Center - Broker, Managed, 529, and Beneficiary Services as needed. Your duties and tasks will be mostly non-routine, requiring experience for successful completion.
Job Responsibilities:
Required Qualifications, Capabilities, and Skills:
Preferred qualifications, capabilities, and skills
Learn more about AWM and AWM Philippines. Register to go/PhCoP or visit go/AWMCoP
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.