Client Service Specialist, Germany

vor 7 Monaten

Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit

**JOB DESCRIPTION**
We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.

**Job Summary**:
As a Client Service Specialist in the Private Bank you would be regionally aligned to bankers and their client base in Germany. You would be part of a collaborative and integrated team within the Private Bank providing our clients with market-leading day-to-day service.

Some examples of your daily responsibilities would be: executing cash movements, monitoring overdrafts and cash balances, executing foreign exchange, fixing loans and deposits, management of corporate actions, performing account maintenance (account opening and closing, change of address, stop payments and fees billing)

**Responsibilities**:

- Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
- Monitor client cash balances, where necessary liaising with clients to cover positions.
- Providing information, soliciting responses and recording elections for Corporate Actions on client accounts.
- Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner
- Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
- Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client
- Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment

**Required Qualifications, Capabilities and Skills**:

- Minimum of Bachelor's degree or equivalent financial qualifications
- Fluency in English and German
- Strong relationship management, communication and time management skills
- Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
- Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment
- Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
- Previous experience in a similar role within the Financial services and/or Banking industry

**Preferred Qualifications, Capabilities and Skills**:

- Proficiency in additional languages would be beneficial

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

  • Client Service Specialist, Germany

    vor 7 Monaten

    Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you. **Job Summary**: As a Client Service Specialist in the...

  • Client Service Specialist, Associate 2

    vor 2 Wochen

    Frankfurt am Main, Deutschland State Street Vollzeit

    **Who we are looking for** We are looking for a Collateral Services Specialist for our department Collateral Services EMEA in Frankfurt, Germany. The position will contain a basic training (mainly on-site) while later on it can be also fulfilled working remotely/from home. **Why this role is important to us** Join us if making your mark in the capital...

  • Client Service Operations Specialist, Senior

    vor 3 Monaten

    Frankfurt am Main, Deutschland State Street Vollzeit

    Who we are looking for We are looking for an experienced Collateral Client Service Specialist to join our Client Service team that focuses on our Collateral Management clients in Frankfurt, Germany. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Join us if making...

  • Client Service Operations

    vor 2 Wochen

    Frankfurt am Main, Deutschland State Street Vollzeit

    **Who we are looking for** We are looking for a Client Service Operations Specialist for our department Collateral Services EMEA in Frankfurt, Germany. The position will contain a basic training (mainly on-site) while later on it can be also fulfilled working remotely/from home partially. **Why this role is important to us** Join us if making your mark in...

  • Client Service Associate Germany

    vor 2 Wochen

    Frankfurt am Main, Deutschland Ameriprise Financial Vollzeit

    Where you’ll fit in & what our team goals are To provide client service excellence to our clients, the Head of German Distribution and the German Wholesale Team, as well as the wider Columbia Threadneedle Investments business in the region and Client Service channel in which you operate. **Responsibilities** **How you’ll spend your time** - As a key...

  • Client Services Specialist

    vor 1 Woche

    Frankfurt, Deutschland Ryder Reid Legal Vollzeit

    Are you an experienced Receptionist that is driven, willing to grow and learn and thrives in a collaborative culture? If so, read on!We are looking for a Client Services Specialist to join the team of one of our fantastic international clients, based in the very heart of Frankfurt. This role is permanent, full time in the office offering a very attractive...

  • Client Service Operations Specialist, Officer

    vor 7 Monaten

    Frankfurt am Main, Deutschland State Street Vollzeit

    Client Servcie Operations Specialist, Officer Who we are looking for Why this role is important to us Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As Client Servcie Operations Specialist, Officer you will Carry out core and complex processing activities in...

  • Senior Client Service Specialist, Avp

    vor 2 Wochen

    Frankfurt am Main, Deutschland State Street Vollzeit

    As Senior Client Service Specialist you will - Coordinate and oversee the Collateral Services daily-business processes for the appointed team - Managing a team while acting as an internal advisor as well as escalation contact - Building and maintaining strong relationships to clients, counterparties and other external third parties while cultivating the...

  • Theam Quant Funds Sales Specialist Germany and

    vor 7 Monaten

    Frankfurt am Main, Deutschland BNP Paribas Vollzeit

    **THEAM Quant Funds Sales Specialist Germany and Austria (M/F/d)** Frankfurt Full-time/Part-time permanent BNP Paribas Corporate & Institutional Banking is a bridge between large multinationals and mid-sized companies with international business activities (Corporates) and institutional investors and financial service providers (Institutionals). The...

  • Global Client Services, Senior Client Services

    vor 7 Monaten

    Frankfurt am Main, Deutschland TIAA Vollzeit

    About the Global Client Group The Global Client Group covers Distribution, Consultant Relations, Relationship Management, Client Servicing, and Learning & Development, and aims to deliver a ‘One Nuveen’ experience to our global client base. The Global Client Group is focused on establishing new relationships within the Institutional and Wealth channels...

  • Client Director

    vor 3 Wochen

    Frankfurt am Main, Deutschland GAM Investments Vollzeit

    AMBITIOUS? - BRIGHT? - RIGHT? - GAM is one of the world’s leading independent, pure-play asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. - Our core investment business is complemented by private labelling services, which include fund administration and...

  • Client Service Operations, Senior Associate

    vor 2 Wochen

    Frankfurt am Main, Deutschland State Street Corporation Vollzeit

    **Client Service Operations, Senior Associate** **Who we are looking for** We are looking for a Client Service Operations Specialist for our department Collateral Services EMEA in Frankfurt, Germany. The position will contain basic training (mainly on-site) while later on it can be also fulfilled working remotely/from home partially. **Why this role is...

  • Stellenanzeige: Client Service Specialist

    Vor 5 Tagen

    Frankfurt, Deutschland JCW Vollzeit

    Sind Sie leidenschaftlich im Kundenservice und der Verwaltung von Investitionsprozessen? Wir suchen einen motivierten Client Service Specialist, der unser Investor-Relations-Team in München unterstützt. Diese Position ist kundenorientiert und umfasst die Verwaltung von Hedgefonds und Private-Equity-Fonds, die Sicherstellung der Einhaltung von...

  • Client Service Specialist, Senior Associate-1

    vor 3 Monaten

    Frankfurt am Main, Deutschland State Street Vollzeit

    What you will be responsible for As Collateral Operations and Oversight Specialist, Senior Associate you will be- Overseeing Collateral operations activities locally as well as outsourced to other State Street locations- Leading and executing internal operations and oversight related projects- Leading process improvements starting from identification of...

  • Client Advisor, Germany, Executive Director

    vor 8 Monaten

    Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...

  • Client Advisor, Germany, Vice President

    vor 8 Monaten

    Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...

  • Client Advisor, Germany, Senior Associate

    vor 8 Monaten

    Frankfurt am Main, Deutschland JPMorgan Chase & Co Vollzeit

    **JOB DESCRIPTION** For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class...

  • Client Director

    vor 4 Monaten

    Frankfurt am Main, Deutschland GAM Investments Vollzeit

    AMBITIOUS? BRIGHT? RIGHT? GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. Together we share a common set of values rooted in teamwork, integrity, entrepreneurial flair and professional excellence. Our...

  • Client Investment Specialist

    vor 7 Monaten

    Frankfurt am Main, Deutschland UBS Vollzeit

    Germany - Business development, Sales - Global Wealth Management **Job Reference #** - 289150BR **City** - Frankfurt am Main **Job Type** - Full Time **Your role** - Do you have a proven track record advising clients in discretionary and advisory solutions? Do you have expertise across a range of asset classes and markets? We're looking for someone like...

  • Relocation Specialist

    vor 3 Wochen

    Frankfurt am Main, Deutschland Dwellworks GmbH Vollzeit

    **THE ROLE**: As a Relocation Specialist, Destination Services you will connect professionals and executives who are relocating with their company to a new city in Germany, Austria or Switzerland, to one of our consultants in the destination they are moving to. In this role, you are the direct point of contact for any requests or concerns. You will...