Wealth Management, Online Client Service Specialist, Associate, HK
J.P. Morgan
Hong Kong

Responsibilities :

  • Assisting clients having issues logging in or navigating on the website, both in person and on calls / Zoom.
  • Resolve client inquiries and problems through effective interaction with clients, advisors, product partners, operations and other staff in a timely and professional manner.
  • Assisting internal partners having inquiries on the service and functionalities offered.
  • Provide detailed demo of the system and benefits of using the digital tool set to both internal and external clients, sometimes in a forum in front of an audience.
  • Manage small projects related to Private Banking’s website constant enhancements, reviewing business requirements and technical specifications and performing User Acceptance Tests.
  • Qualifications :

  • Bachelor's degree required with minimum 3-4 years’ experience in financial services, with online banking and or client support would be a plus.
  • English, Mandarin & Cantonese : Fluent written & spoken.
  • Strong interpersonal, verbal and written communication skills
  • Proficiency with MS Office Power Point and Excel. Experience with QlickSense a plus.
  • The ideal candidate will need to : Work independently but at the same time be a highly participative team member, Be resourceful with good analytical skill and ability to perform systematic troubleshooting techniques.
  • Able to multi-task and manage priorities effectively and ability to adapt to a rapidly changing business and technology environment.


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