Client Service Specialist
Chase
Client Service Specialist
If you enjoy being at the leading edge of delivering exceptional service and ensuring client satisfaction, you have found the right team. As a Client Service Specialist within the InstaMed team at JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support. Your primary focus will be to address InstaMed client inquiries, process transactions, troubleshoot issues, and identify opportunities to refer services based on client needs. You will be expected to apply your knowledge of our policies and procedures to solve problems. Your work will have a significant impact on our team and clients, and you will be expected to make decisions within established procedures.
Provide daily customer service support within our operations, addressing client inquiries, processing transactions, and troubleshooting 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.
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 MS Windows and Office with the ability to work with multiple applications at the same time.
***Work schedule hours for this opportunity will be Monday - Friday, 11:30am - 8:00pm ET. As hours become available, there will be an opportunity to work earlier shifts.
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.
Chase$59k - $90k
...work and excellence. Job Description Position Summary: The Client Arrangements Specialist supports the Client Arrangements department through data... ...written and verbal communication skills Strong client service, analytical and problem-solving skills Excellent organizational...SuggestedFull timeWork at office- Bank of America in Wilmington, DE seeks a Client Service Associate to support Merrill Wealth Management advisors by delivering exceptional client service, educating clients on banking offerings, and ensuring timely materials. You will help address client requests and maintain...Suggested
- CSC is hiring a Client Service Representative to support global enterprise clients in a B2B technology environment. You will be the primary point of contact, resolving inquiries, troubleshooting issues, and guiding clients through our internet products and services. Working...Suggested
$18.17 - $27.31 per hour
...the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium... .... Cox Fleet is currently hiring a Fleet Services & Billing Specialist to support the growth of the company. Duties &...SuggestedHourly payCurrently hiring- ...Client-facing, Fully Remote, Financial Services You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal # Home office. Web presentations. # Work that matters to families. #...SuggestedRemote jobHome office
- ...Senior Customer Service Representative (Corporate, Sr. Registered Agent Services) As... ...for others. You will have heavy direct client interactions via written and verbal communication... ...in this role the Senior Corporate Specialist must have excellent organizational and time...Work at officeRemote workShift work
$40k
A professional services firm is looking for Client Order Coordinators to work in a remote position. The role involves reviewing and processing legal documents, completing data entry, and providing excellent customer service. Ideal candidates should possess strong organizational...Remote job$90k - $110k
McCarter & English is seeking a Client Reporting Specialist who may be based in any of our office locations. The Client Reporting Specialist will... ...a cross-functional team to facilitate exceptional legal services to clients across a number of practice areas. The core responsibility...Full timeTemporary workPart timeInternshipWork at officeFlexible hours- Truist in the United States is seeking a personable Teller/Client Service Associate to provide timely, accurate transactions and build trusted relationships. You will guide clients through digital banking options, assist with outbound outreach, and support Integrated Relationship...Weekend work
- Confidential is seeking a Client Order Management Associate in Wilmington, Delaware, who is bilingual in Spanish and English. The role... ...a wide range of responsibilities, focusing on enhancing COM’s service offering and providing support for team projects. The ideal candidate...
- McCarter & English, LLP is seeking a Client Reporting Specialist who may be based in any office location. The role focuses on ensuring OCG billing compliance and developing, maintaining, and distributing reports and dashboards for client teams. The ideal candidate has at...Work at office
- M&T Bank Corporation in Wilmington, Delaware, United States, seeks an administrator for Global Capital Markets trust and client servicing. You will support Relationship Managers, facilitate routine account administration, and coordinate with internal teams to respond to...
- Phillips & Cohen Associates is seeking a Client Relations Liaison in Wilmington, DE to cultivate and strengthen relationships with business... ...to grow the business while delivering exceptional service. This role requires attention to detail and excellent communication...
- ...and entity administration for high-net-worth and institutional clients. You will assist relationship managers, handle daily client requests... ..., trades, and new accounts. The role emphasizes client service, timely issue resolution, and adherence to corporate policies....
- ...Hours: Monday to Friday, 8am-5pm EST Hybrid Work Model Are you passionate about delivering excellent customer service? We are too! We are currently hiring a Client Service Representative to support our global clients in a professional business-to-business (B2B)...Currently hiringWork at officeLocal areaMonday to Friday
- ...Law Firms, or Small Businesses to provide legal and compliance services. If you are looking to gain professional experience, learn a new... ...degree from an accredited college/university or equivalent B2B client service experience Strongly preferred minimum of two year of...Work at office
- ...Associate Client Service Representative Wilmington, DE (Hybrid) Monday - Friday, 11:00am-8:00pm Are you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Small Business Call Center team. You'll work...Full timeLocal areaRemote workWorldwideMonday to Friday
$80k - $120k
Controller & Client Advisor (Independent School Focus) Remote (U.S.-based) | HQ in Wilmington, DE Full-Time | W2 Salary: $80,000-$1... ...accounting for Independent Schools, with experience in client advisory services (CAS) and/or an Assistant Controller/Controller role for...Full timeLocal areaRemote work- A healthcare treatment provider in Wilmington, DE seeks a Counselor responsible for providing assessment and treatment services to clients. The ideal candidate will maintain an active caseload, ensure compliance with health standards, and manage clinical documentation....
- ...complex fiduciary accounts within Wealth Management Advisory. You will respond to client inquiries, produce action plans, and oversee transaction processing with the Client Support Services Team. Qualified candidates bring 3+ years in financial servicing, strong trust...Full time
- ...Corporation in Wilmington, DE seeks a seasoned professional to oversee client relationships in Global Capital Markets trust administration,... ...include implementing client strategies, coordinating with service partners, ensuring compliance with risk controls, maintaining...
- ...innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family offices. Since the firm’s... ...as well as family education and family governance support. The Client Service Associate & Trust Administrator (“Associate”) serves as...Work at officeLocal areaRemote work3 days per week
- ...Client Onboarding Specialist The Client Onboarding Specialist is the front door for every new client relationship at 4C Digital Health. You guide clients from contract signature through their first live Symphony data cycle translating raw claims data into structured...Contract work
- ...Wilmington, Delaware seeks an associate to assist with Global Capital Markets trust administration and servicing for high net-worth private and institutional clients, including transaction processing, document collection, cash disbursements, and account maintenance. The...
- Associate Client Order Coordinator (Document Processor)Monday - Friday 11am-8pmOn-Site Wilmington, DEIf you've worked in the retail,... ...Associate Client Order Coordinators for our Corporate and Legal Services department. You'll work directly with Client Service Representatives...Local areaWorldwideMonday to FridayNight shiftWeekend work
$44k - $80k
...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro... ...assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to...Remote jobFull time- Fox Rothschild is seeking a Collections/Client Relations Coordinator to manage accounts receivable and drive timely payments from clients. You will maintain records, communicate with clients, and work with attorneys and staff to resolve billing issues in a professional...
- ...Wilmington, DE to support high net-worth private and institutional clients. You will assist relationship managers, handle daily... ...controls and regulatory compliance. The role emphasizes strong client service, accurate documentation, and collaboration with service partners...
- WSFS Bank is seeking a billing professional in Wilmington, DE to generate and review client invoices, validate billing data, and manage collections for high-net-worth clients. The role collaborates with operations, trust officers, relationship managers, and finance to...
- Bank of America is seeking a fraud resolution professional to handle multi-product client requests via calls, chats, or emails in an inbound contact center. You will maintain accuracy, use logic, multi-task, and deliver solutions that deepen client relationships through...Monday to FridayAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
- hospital customer service representative Wilmington, DE
- remote customer service advisor Wilmington, DE
- customer experience agent Wilmington, DE
- service person Wilmington, DE
- customer account representative Wilmington, DE
- financial customer service representative Wilmington, DE
- customer service representative insurance Wilmington, DE
- customer experience associate Wilmington, DE
- bilingual customer support specialist Wilmington, DE
- member service representative Wilmington, DE
