Bilingual Wealth Management - Client Service Analyst (French and English)

Job Description

Unlock your potential in a role focused on delivering exceptional client service and helping customers navigate their financial journey. You will be the primary point of contact for participants, providing timely, accurate support across phone and email channels. You will apply strong judgment and communication skills to resolve questions and handle complaints with professionalism and care. You will also help improve how the team supports customers through continuous improvement.

Job summary:

As a Client Service Analyst in Wealth Management, you are the primary point of contact for participants, delivering high-quality service and guidance on products and services. You respond to inquiries through phone and email, resolve issues efficiently, and ensure a consistent customer experience. You collaborate with internal partners to drive timely resolution and improve end-to-end outcomes. You identify recurring themes and recommend process improvements that strengthen the customer support function.

Job responsibilities:

• Serve as the first point of contact for wealth management clients and participants
• Provide timely, accurate responses and deliver a high-quality customer experience
• Communicate with customers via phone and email while maintaining professional service standards
• Explain available products and services clearly and appropriately based on customer needs
• Adapt communication style to support different customer situations and levels of understanding
• Partner with internal teams to research issues and resolve customer inquiries end-to-end
• Handle challenging conversations, including complaints, by using empathy and sound judgment
• Document interactions and outcomes accurately to support consistent follow-up and service quality
• Identify recurring issues and recommend improvements to processes, tools, or knowledge materials
• Support continuous improvement initiatives that enhance customer support efficiency and effectiveness

Required qualifications, capabilities, and skills:

• Bilingual proficiency in English and French, both written and verbal
• Experience delivering customer service by phone and email with strong professional etiquette
• Strong client focus and interpersonal skills
• Strong written and verbal communication skills, including explaining information clearly
• Ability to handle complaints and difficult conversations with professionalism and empathy
• Proactive mindset with a focus on continuous improvement
• Strong judgment and ability to exercise discretion when handling sensitive situations
• Strong technical aptitude and ability to learn and use required tools and systems

Preferred qualifications, capabilities, and skills:

• University degree in economics, finance, or a related field (or equivalent experience)
• Experience in a customer service role, preferably within financial services
• Strong problem-solving skills and interest in learning new products, processes, and tools
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

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 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.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.