Payment Operations Specialist

1 week ago

Mumbai, Maharashtra, India beBeeClientService Full time ₹ 60,00,000 - ₹ 90,00,000
Job Description

Welcome to our Payments Team. We are the first line client service team interacting with our clients via phone and email.

We offer a dynamic environment where you can grow professionally, making a real impact on our clients' success. As a Client Service Analyst in the Payments team, you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients.

The role involves serving as the primary point of service contact for each client within your assigned portfolio. The portfolio may be comprised of operating transactional accounts and complex treasury products.

Key Responsibilities
  1. Provide prompt and value-added inquiry services and solutions for J.P. Morgan Treasury Services clients
  2. Handle day-to-day client inquiries and requests relating to their accounts and transactions
  3. Take ownership in pending cases by following-up closely and providing proactive updates to clients
  4. Ensure risk and compliance guidelines are followed at all times while meeting client needs
  5. Identify and escalate issues in a timely manner
  6. Perform maintenance requests e.g. signature updates, call-back list updates, SA updates, etc.
  7. Coordinate and follow-up with internal partners
  8. Gather and compile information e.g. interest setup/rates, account list, pulling of account statements, payment cut-off time, etc.
  9. Resolve phone and written inquiries from clients and internal partners, ensure first call resolution, and provide client updates on unresolved cases
  10. Log and track all incoming work into call tracking system within 24 hours
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