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Private Bank Client Service - Edinburgh - 2024 ReEntry Programme

JPMorgan Chase & Co.
Edinburgh, Scotland, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Contract Type
Full Time
JobID: 210462443

Category: Client Service

JobSchedule: Full time

Posted Date: 2023-10-18T11:35:39+00:00



The ReEntry Program is a 15-week fellowship program, beginning March 18, 2024 and ending June 28, 2024 with the prospect of an offer for permanent employment with J.P. Morgan at the end of the program. The program offers a reintroduction to corporate life for those returning to the workplace after an extended career break for two or more years. The fellowship placements will be based on both business needs and candidate skill set and interest areas within our Private Bank business.

Please refer to our ReEntry Overview page for further information regarding the Program

Job Summary:

Each Client Service Specialist (CSS) is regionally aligned to bankers and their client base. 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)



  • 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 (adjust if needed)
  • 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

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