Job Overview

JPM Personal Investing is Europe's leading Digital Wealth Manager with over £7 billion in Assets Under Management and 260,000+ global investors. We are seeking a Customer Service Brokerage Support to provide outstanding support to our clients.

Responsibilities

• Assist clients with account setup, maintenance, and updates.
• Provide clients with account updates such as trades, transfers, and account adjustments.
• Monitor client accounts to ensure compliance with regulations and company policies.
• Respond to client inquiries via phone, email, and chat.
• Provide information on financial products, services, and account status.
• Resolve client issues promptly and, if needed, raise complex cases.
• Support vulnerable customers with care and professionalism.
• Prepare and maintain accurate records of client interactions and transactions.
• Generate reports for clients and man...