Client Service Specialist
Status:Full Time, Employee
Job Ref Code:110094185
Job Location:Tampa, FL 33601
The key responsibilities of the Client Service Specialist is to deliver day-to-day support for external clients, take responsibility for the client experience, resolving service issues, and for acting as the advocate for the client. This will be achieved by having the ability to:
- Resolve client inquiries pertaining to Securities reconciliation (holdings, income, tax reclaims, corporate action) and Cash (Miscellaneous cash postings, FX settlement, etc) breaks. Additional duties include preparation of daily Cash Projections/Availability reports per client specifications and tracking and monitoring client inquiries via Inquiry Management tool.
- Assist client with use of all Client Access systems
- Identify and promote service improvement, efficiencies and opportunities, internally and externally (ie, tools and trends)
- Identify non-standard service provisions as requested by Clients and highlight as sales opportunities
- Incumbent has at least 3 years experience in client service, sales, operations, or portfolio management support.
- Strong client service, project management, and presentation skills
- Creative problem solving skills - working across the organization to solution issues and implement for the client
- Communication skills - excellent oral and written business communication skills, ability to present information clearly and concisely to groups, ability to chair meetings with client and managers
- Proficiency in Microsoft Access, Word, Excel and PowerPoint
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
July 8, 2009
• Tags: Client Service Specialist, Florida Us, Tampa Job in Tampa 33601 • Posted in: General