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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Client Service Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 16 days ago

No clicks

Client Service Analyst in Operations based in Bournemouth supporting treasury and cash management products. Manage client relationships and deliver manual and custom reporting for traditional asset groups, owning end-to-end reporting to ensure data integrity and timely delivery. Prepare management reports, resolve issues, and handle ad-hoc assignments while collaborating with global teams to drive process improvements and transformation initiatives. Role requires strong communication, analytical skills and experience with digital tools to streamline workflows in an asset management/client reporting environment.

Compensation
Not specified

Currency: Not specified

City
Bournemouth
Country
United Kingdom

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Join our global team and shape the future of client service!

Join our global team and shape the future of client service! Collaborate with talented professionals worldwide to deliver exceptional client reporting and support innovative transformation projects. Build expertise in asset management and reporting while streamlining processes and elevating client experiences. Thrive in a culture that champions accuracy, creativity, and teamwork.

As a Client Service Analyst in Operations, you will manage client relationships and provide operational support for treasury and cash management products. You’ll oversee manual reporting for traditional asset groups, ensuring precision and timely delivery. Collaborate with teams across regions to implement process enhancements and support transformation efforts. Prepare management reports, resolve issues, and deliver custom reporting assignments for stakeholders. This role offers opportunities to deepen your expertise in client reporting and contribute to operational excellence. 

Job responsibilities

  • Champion client needs by delivering prompt, accurate solutions and building trusted relationships across a diverse portfolio.
  • Own the end-to-end reporting process, ensuring data integrity, timeliness, and actionable insights for clients and stakeholders.
  • Tackle ad-hoc assignments and custom reporting requests with agility, applying analytical skills to solve complex challenges.
  • Drive process improvements and transformation initiatives by collaborating with global teams and leveraging innovative thinking.
  • Proactively identify, escalate, and resolve issues, preparing impactful management reports that support strategic decision-making.

Required qualifications, capabilities, and skills 

  • Exceptional communication and interpersonal skills, able to influence and build rapport with clients and colleagues.
  • Advanced proficiency in digital tools and technology platforms to streamline workflows and enhance reporting accuracy.
  • Strong analytical mindset with a keen attention to detail, capable of interpreting data and identifying improvement opportunities.
  • Collaborative approach, thriving in cross-functional and multicultural teams while adapting to changing priorities.
  • Initiative-driven, continuously seeking ways to optimize processes and contribute to a culture of innovation and excellence.

Preferred qualifications, capabilities, and skills 

  • Demonstrated experience in asset management or client reporting, with a focus on delivering value-added solutions.
  • Proven ability to lead process improvement projects, utilizing digital tools and creative problem-solving techniques.
  • Advanced data analysis skills, able to translate complex information into clear, actionable recommendations.
  • Experience preparing management reports and handling custom assignments in a fast-paced environment.
  • Leadership potential, with a desire to develop influence, presentation, and strategic thinking capabilities.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

16 days ago

clicks

Client Service Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Bournemouth

Country: United Kingdom

Client Service Analyst in Operations based in Bournemouth supporting treasury and cash management products. Manage client relationships and deliver manual and custom reporting for traditional asset groups, owning end-to-end reporting to ensure data integrity and timely delivery. Prepare management reports, resolve issues, and handle ad-hoc assignments while collaborating with global teams to drive process improvements and transformation initiatives. Role requires strong communication, analytical skills and experience with digital tools to streamline workflows in an asset management/client reporting environment.

Full Job Description

Location: BOURNEMOUTH, DORSET, United Kingdom

Join our global team and shape the future of client service!

Join our global team and shape the future of client service! Collaborate with talented professionals worldwide to deliver exceptional client reporting and support innovative transformation projects. Build expertise in asset management and reporting while streamlining processes and elevating client experiences. Thrive in a culture that champions accuracy, creativity, and teamwork.

As a Client Service Analyst in Operations, you will manage client relationships and provide operational support for treasury and cash management products. You’ll oversee manual reporting for traditional asset groups, ensuring precision and timely delivery. Collaborate with teams across regions to implement process enhancements and support transformation efforts. Prepare management reports, resolve issues, and deliver custom reporting assignments for stakeholders. This role offers opportunities to deepen your expertise in client reporting and contribute to operational excellence. 

Job responsibilities

  • Champion client needs by delivering prompt, accurate solutions and building trusted relationships across a diverse portfolio.
  • Own the end-to-end reporting process, ensuring data integrity, timeliness, and actionable insights for clients and stakeholders.
  • Tackle ad-hoc assignments and custom reporting requests with agility, applying analytical skills to solve complex challenges.
  • Drive process improvements and transformation initiatives by collaborating with global teams and leveraging innovative thinking.
  • Proactively identify, escalate, and resolve issues, preparing impactful management reports that support strategic decision-making.

Required qualifications, capabilities, and skills 

  • Exceptional communication and interpersonal skills, able to influence and build rapport with clients and colleagues.
  • Advanced proficiency in digital tools and technology platforms to streamline workflows and enhance reporting accuracy.
  • Strong analytical mindset with a keen attention to detail, capable of interpreting data and identifying improvement opportunities.
  • Collaborative approach, thriving in cross-functional and multicultural teams while adapting to changing priorities.
  • Initiative-driven, continuously seeking ways to optimize processes and contribute to a culture of innovation and excellence.

Preferred qualifications, capabilities, and skills 

  • Demonstrated experience in asset management or client reporting, with a focus on delivering value-added solutions.
  • Proven ability to lead process improvement projects, utilizing digital tools and creative problem-solving techniques.
  • Advanced data analysis skills, able to translate complex information into clear, actionable recommendations.
  • Experience preparing management reports and handling custom assignments in a fast-paced environment.
  • Leadership potential, with a desire to develop influence, presentation, and strategic thinking capabilities.