Job Description
Job Overview
JPM Personal Investing is Europe's leading Digital Wealth Manager with over £7 billion in Assets Under Management and 260,000+ global investors. We are seeking a Customer Service Brokerage Support to provide outstanding support to our clients.
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.
- Respond to client inquiries via phone, email, and chat.
- Provide information on financial products, services, and account status.
- Resolve client issues promptly and, if needed, raise complex cases.
- Support vulnerable customers with care and professionalism.
- Prepare and maintain accurate records of client interactions and transactions.
- Generate reports for clients and man...