Client Service Delivery Specialist

Job Description

You have baseline knowledge of client service operations, including transaction processing, troubleshooting, and service referral. You also possess excellent communication skills with the ability to work in a fast-paced environment. This is the team for you.

 

As a Client Service Delivery Specialist within the InstaMed team at JPMorganChase, you will play a pivotal role in our service center operations by delivering exceptional customer service and operational support. You will address client inquiries, process transactions, troubleshoot issues, and identify opportunities to refer services based on client needs. In this role, you will apply your knowledge of JPMorganChase products, services, policies, procedures, and established guidelines to resolve problems, strengthen client relationships, and enhance the overall client experience. You will plan and manage your work effectively, making decisions within defined procedures, while continuing to develop skills in strategic planning, digital literacy, and process automation to support operational objectives. You will also collaborate with internal stakeholders, help mitigate conflicts, and maintain strong awareness of fraud prevention strategies.

Job responsibilities

• Provide daily support within our operations, addressing client inquiries.
• Process transactions and troubleshoot issues using your knowledge of our policies and procedures. 
• Identify opportunities to refer services based on client needs, leveraging your understanding of our financial products and market trends. 

Required qualifications, capabilities and skills

• Baseline knowledge of client service operations, including transaction processing, troubleshooting, and service referral. 
• Demonstrate ability to apply policies and procedures to solve non-routine problems. 
• Possess excellent communication skills with demonstrated ability to utilize probing questions to accurately assess inquiry or request. 
• Ability to work in a fast-paced environment, adapt to change, and work effectively in a team environment. 
• Strong interpersonal and communication Skills to effectively interact with clients and address their inquiries. 
• Ability to accurately process transactions and ensure data integrity. 
• Skills to manage multiple tasks efficiently in a fast-paced environment. 
• Ability to identify common issues and provide straightforward solutions. 
• Proficiency in Microsoft Windows and Office with the ability to work with multiple applications at the same time. 

 

Preferred qualifications, capabilities and skills

• Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.