Retail Customer Service Account Specialist I

JPMorganChase • Houston, TX

4d

About The Position

As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for clients, providing customer service for a range of financial products. You will handle inbound calls, build customer relationships, and offer solutions to meet client needs in a fast-paced call center environment. The role involves routine tasks performed within established procedures and a defined framework; non-standard issues are referred to a supervisor. You will use communication, multitasking, and results-oriented skills to support customers and contribute to business success. Candidates must be willing and able to work schedules within operating hours that may include evenings and weekends, and attend training as scheduled. Training hours may differ from regularly scheduled hours.

Requirements

• Communication, information-gathering, and decision-making skills.
• At least 1 year of experience in customer interaction and support in phone or face-to-face settings, with the ability to multitask across computer systems and work accurately.
• Ability to manage complex customer interactions with empathy, composure, and sound judgment.
• Ability to adjust to new situations and navigate different cultural contexts and workplace environments effectively.
• Adaptability and efficiency in fast-paced, dynamic, results-driven environments.
• Ability to solve problems and effectively present and explain solutions.
• Ability to learn products and systems quickly, embrace challenges as opportunities, seek feedback, and improve performance to achieve goals.
• Proficient computer literacy, including experience using technology to solve problems and communicate professionally.
• High school diploma or GED.

Nice To Haves

• Developing ability to use data to understand issues and opportunities.
• Developing skills in using AI technology for automation and prompt writing.
• For internal applicants, experience supporting multiple CCB Operations functions or lines of business.
• Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.

Responsibilities

• Manage a high volume of inbound calls, potentially more than 100 daily, and provide comprehensive support for financial products.
• Interpret customer needs and provide continuous insights using customer service expertise.
• Navigate multiple computer systems efficiently and demonstrate adaptability and resilience.
• Work independently and collaboratively to support team success and achieve goals.
• Follow all regulatory and departmental practices and procedures.
• Take ownership of each customer interaction, treating customers with respect and responding with empathy.
• Refer non-standard issues to a supervisor.
• Attend scheduled training, including when training hours differ from regular scheduled hours.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED