Client Service Specialist

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Philadelphia, PA
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role

Job Description
You are a strategic thinker, passionate about finding solutions for customers. You have found the right team.
As a Client Service Specialist in the Healthcare Payments Customer Service you will resolve customer issues related to InstaMed's platform for healthcare and financial transactions. You will maintain frequent voice and email contact with customers and business partners. You will be expected to manage our customers' expectations and experience in a way that results in high customer satisfaction. This is a technical entry-level position groomed for future growth with the company.

  • Answer phone calls and emails from customers in a professional and courteous manner
  • Resolve technical customer issues in an effective and expedient manner
  • Create and maintain case documentation in InstaMed's CRM for open customer incidents, including a complete description of the problem, what actions have been taken, customer impact and next steps
  • Perform root-cause analysis, develop logical conclusions, and suggest appropriate workarounds
  • Manage escalation of incidents within Customer Service and to other departments
  • Setting customer expectations and managing sensitive customer situations
  • Effectively communicate technical information to end users



  • Ability to work onsite in Center City / Philadelphia, PA. Business days/hours are Monday - Friday / 7:00AM - 9:00PM. Start times will vary based on business needs.
  • Excellent organizational skills in managing timelines of customer issue resolution
  • Effectively communicate between all levels and departments
  • Ability to apply analytical techniques to solve problems
  • Capacity to function and multitask in a fast-paced environment



  • Internship or professional experience in a customer-facing position
  • knowledge of healthcare or financial application
  • Bachelor's degree


About Us
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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