
Global financial services firm
Account Specialist III - Personal Investing
Join our Team—bring your expertise to resolve complex inquiries and help customers reach financial goals.
As an Account Specialist III within International Consumer Banking, you will play a pivotal role in delivering world-class service to customers across both Consumer Banking and Personal Investing needs. You will be empowered to resolve complex inquiries, support customers navigating significant financial challenges, and contribute innovative ideas that enhance both the customer and colleague experience. In a fast-paced, collaborative environment, you will help responsibly reshape the financial services market, drive operational excellence, and strengthen a culture of being Number One for Customer Service across all industries—while helping make this the Best Place to Work.
Job Responsibilities:
- Uphold the highest standards of integrity, customer care, and risk-aware decision-making.
- Serve as the first point of contact for new and existing customers, providing outstanding service and expert product knowledge across Consumer Banking and Personal Investing
- Address customer concerns promptly and compassionately, guiding them through expanded product offerings and supporting those in vulnerable situations.
- Take ownership of resolving complex queries at first contact whenever possible, taking end-to-end ownership through full resolution, and acting as the primary escalation point for issues requiring additional expertise.
- Communicate with customers across all channels with timely, accurate, high-quality responses.
- Handle challenging conversations, including complaints, with empathy and professionalism.
- Guide customers digitally by educating and assisting with the app, and supporting new product/service launches.
- Support customers’ financial goals by identifying needs and connecting them to the right partners or next steps.
- Collaborate with internal teams to resolve customer queries efficiently and contribute to a positive, high-performing team environment.
Required qualifications, capabilities and skills
- Minimum 1 year in a Daily Banking/Investment Specialist or customer support role.
- Strong verbal and written communication skills.
- Genuine passion for helping customers and for financial services.
- Ability to understand customer needs and find effective solutions.
- Passion for learning, self-development, and continuous improvement .
- Willingness to work in rotating schedules and shifts.
Preferred qualifications, capabilities and skills
- Experience handling challenging conversations or complaints.
- Experience working in a customer-centric, high-growth environment.
- Familiarity with digital banking or wealth management products.
- Ability to identify and refer opportunities for customers’ financial growth.
- Strong organizational and time management skills.
- Familiarity with CRM or customer support tools.
Internal Application Eligibility RequirementsTENURE:
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
PERFORMANCE:
Meets satisfactory performance standards as defined by the firm
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines.
Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.
Make sure your profile is updated in the new me@jpmc > Jobs. Attaching your updated resume is encouraged.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1 reports
$139,000
total per year
Base
$107,000
Stock
-
Bonus
-
$139,000
$139,000
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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