Client Service Specialist

Be at the heart of delivering a high-quality client experience. You will help clients by resolving inquiries, processing transactions, and troubleshooting issues with speed and accuracy. In this role, you will build problem-solving skills and deepen your knowledge of products and service processes. You will work with a supportive team that values collaboration, ownership, and continuous improvement. Join JPMorganChase to make a meaningful impact on clients every day.

As a Client Service Specialist IV in Client Service, you provide daily operational support by addressing client inquiries, processing transactions, and resolving issues in a timely manner. You apply policies and procedures to make decisions within established guidelines and to solve non-routine problems. You identify opportunities to connect clients with additional services based on their needs. You communicate clearly, ask effective questions, and document outcomes to support accurate follow-through. You contribute to a positive client experience by working collaboratively and adapting to changing priorities.

Job responsibilities

• Respond to client inquiries through approved channels and provide accurate, timely resolutions.
• Process client transactions and service requests with attention to detail and data integrity.
• Troubleshoot issues by gathering information, identifying root causes, and applying documented procedures.
• Apply policies and procedures to make decisions within established guidelines and escalate when appropriate.
• Identify client needs and refer services or solutions when appropriate based on available options.
• Document interactions and outcomes to support follow-up and consistent service delivery.
• Collaborate with teammates and internal partners to resolve more complex issues and reduce repeat inquiries.
• Adapt to changes in volume, priorities, and procedures while maintaining service quality.

Required qualifications, capabilities and skills

• Baseline knowledge of client service operations, including transaction processing and issue resolution.
• Demonstrated ability to apply policies and procedures to solve non-routine problems.
• Strong written and verbal communication skills, including the ability to ask probing questions to clarify requests.
• Strong interpersonal skills and ability to interact professionally with clients and partners.
• Demonstrated ability to work in a fast-paced environment, adapt to change, and manage multiple tasks.
• Demonstrated attention to detail and ability to maintain accuracy and data integrity.
• Proficiency in Microsoft Windows and Microsoft Office, with the ability to work across multiple applications at once.