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Client Operations Analyst

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

Manage client queries and charging-related issues within the client charging team, focusing on fee and commission reconciliation and root-cause fixes. Perform daily T+1 reconciliations, coordinate with internal teams and clients, and lead process improvement and automation efforts. Maintain controls and compliance, build strong relationships with business partners, and independently manage assigned tasks to enhance client experience.

Compensation
Not specified

Currency: Not specified

City
Bengaluru
Country
India

Full Job Description

Location: Bengaluru, Karnataka, India

Short Description:

Manage overall client queries as part of client charging team

Description:

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers/Clients. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with charging related issues. Root cause analysis and Fix.

Job Summary:

As a Client ops Analyst within JPMorgan Chase, you will play a crucial role in upholding the company's strength and resilience. Your contributions will be instrumental in fostering the firm's growth responsibly, as you anticipate new and emerging risks and apply your expert judgement to tackle real-world challenges impacting our company, customers, and communities. You will be part of a culture that promotes innovative thinking, challenges the status quo, and aims for best-in-class performance.

Job Responsibilities:

  • Adhere to controls and compliance requirements. Report and analyze, handle queries, and manage projects.
  • Establish and maintain excellent relationships with the Business partners as well as the people in the Client support groups.
  • Perform daily reconciliation for client on T+1 to match the Fees & coms & correct the differences & fix the root cause.
  • Get familiar quickly with the fee setup and reconciliation procedure.
  • Get familiar quickly with docs (egus), zero brokerage exceptions, and reference data management.
  • Execute BAU tasks assigned. Lead process improvement and automation.
  • Manage assigned tasks independently with little or no supervision.
  • Have a control mindset and be alert to issues and risks that impact the process or the organization.
  • Coordinate by working closely with clients, CAM’s, CS teams, clearing teams to analyze/Fix the issues for better client experience

 

Required Qualifications, Skills and Capabilities:

  • Graduate with minimum 4 years of experience in back office operations
  • Strong analytical & numerical skills for to understand, Fees & commissions in the F&O space
  • Good computer skills ( MS Excel, Word, PPT, Outlook etc)
  • A fair understanding of the financial services industry, products and processes especially on Listed Derivative market.
  • Good communication skills, ability to articulate processes, issues to a wide range of stakeholders without ambiguity
  • Strong time management and prioritization skills
Enhance client onboarding and provide comprehensive support across various products and platforms.

Client Operations Analyst

Compensation

Not specified

City: Bengaluru

Country: India

J.P. Morgan logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

Manage client queries and charging-related issues within the client charging team, focusing on fee and commission reconciliation and root-cause fixes. Perform daily T+1 reconciliations, coordinate with internal teams and clients, and lead process improvement and automation efforts. Maintain controls and compliance, build strong relationships with business partners, and independently manage assigned tasks to enhance client experience.

Full Job Description

Location: Bengaluru, Karnataka, India

Short Description:

Manage overall client queries as part of client charging team

Description:

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers/Clients. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with charging related issues. Root cause analysis and Fix.

Job Summary:

As a Client ops Analyst within JPMorgan Chase, you will play a crucial role in upholding the company's strength and resilience. Your contributions will be instrumental in fostering the firm's growth responsibly, as you anticipate new and emerging risks and apply your expert judgement to tackle real-world challenges impacting our company, customers, and communities. You will be part of a culture that promotes innovative thinking, challenges the status quo, and aims for best-in-class performance.

Job Responsibilities:

  • Adhere to controls and compliance requirements. Report and analyze, handle queries, and manage projects.
  • Establish and maintain excellent relationships with the Business partners as well as the people in the Client support groups.
  • Perform daily reconciliation for client on T+1 to match the Fees & coms & correct the differences & fix the root cause.
  • Get familiar quickly with the fee setup and reconciliation procedure.
  • Get familiar quickly with docs (egus), zero brokerage exceptions, and reference data management.
  • Execute BAU tasks assigned. Lead process improvement and automation.
  • Manage assigned tasks independently with little or no supervision.
  • Have a control mindset and be alert to issues and risks that impact the process or the organization.
  • Coordinate by working closely with clients, CAM’s, CS teams, clearing teams to analyze/Fix the issues for better client experience

 

Required Qualifications, Skills and Capabilities:

  • Graduate with minimum 4 years of experience in back office operations
  • Strong analytical & numerical skills for to understand, Fees & commissions in the F&O space
  • Good computer skills ( MS Excel, Word, PPT, Outlook etc)
  • A fair understanding of the financial services industry, products and processes especially on Listed Derivative market.
  • Good communication skills, ability to articulate processes, issues to a wide range of stakeholders without ambiguity
  • Strong time management and prioritization skills
Enhance client onboarding and provide comprehensive support across various products and platforms.