Tempe, AZ, United States
12 hours ago
Account Specialist III
Join JPMorganChase as an Account Specialist III and be the primary contact for clients with complex financial needs. Deliver exceptional service by processing transactions, resolving issues, and identifying opportunities to enhance client relationships. Utilize your expertise in account services and technology to drive innovative solutions and contribute to team success. Develop your leadership skills in mentoring and strategic thinking while making a meaningful impact in a dynamic environment.

As an Account Specialist III within JPMorganChase, you will be the primary contact for our clients with more intricate financial products or services. Your role will involve providing exceptional customer service, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on customer needs. You will be expected to apply your broad knowledge of account services and protocols to perform a wide range of tasks within established procedures. Your ability to analyze data, manage conflicts, and use technology effectively will be crucial in this role. Additionally, your innovative thinking will be valued as you contribute to solutions for new issues. As part of a team, you will also have the opportunity to develop your skills in mentoring, team building, coaching, delegation, and strategic thinking. 

Job responsibilities  Provide comprehensive customer service to clients with complex financial products, addressing inquiries, processing transactions, and troubleshooting issues using your proficiency in data analytics and computer literacy.  Identify and manage conflicts that may arise during client interactions, utilizing your conflict management skills to facilitate discussions and create optimal solutions.  Contribute to the generation of revenue by selling moderately complex financial products directly to individual consumer clients, leveraging your understanding of customer service and innovation.  Assist in the development of team members by providing guidance and support in specific skills and knowledge areas, utilizing your developing skills in mentoring, coaching, and delegation.  Participate in strategic thinking initiatives by using data to understand issues and opportunities, collaborating with the business and partners on strategy and priority development.  

Required qualifications, capabilities and skills

Baseline knowledge of account services operations, including transaction processing and troubleshooting.  Demonstrated proficiency in data analytics, with the ability to interpret models and diagrams to provide continuous insight.  Proven ability to manage conflicts effectively, with experience in facilitating discussions and creating practical solutions.  Proficiency in computer literacy, with the ability to use technology to perform tasks, solve problems, and communicate professionally.  Experience in innovative thinking, with a track record of generating new ideas and executing solutions that add value.  
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