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Client Service Analyst

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Client Service Analyst | Mumbai, India | Commercial Investment Banking Custody** - Manage trades, cash, foreign exchange, and other asset lifecycle processing. Ensure timely, accurate service execution. Collaborate with stakeholders to enhance client satisfaction and operational excellence. Requires operational expertise, risk management, and strong communication skills. Microsoft Office proficiency essential. Preferred: AI/analytics experience to drive process improvements.

Compensation
Not specified

Currency: Not specified

City
Mumbai
Country
India

Full Job Description

Location: Mumbai, Maharashtra, India

Make your mark in Commercial Investment Banking custodygrow your skills in a client-facing team committed to diversity, inclusion and opportunity.

 

As a Client Service Analyst in Custody Client Facing Team, you will support query management and daily workflow controls to ensure timely, accurate service delivery. You will coordinate end-to-end processing across trades, cash, foreign exchange, corporate actions, and income events while maintaining strong risk and control practices. You will partner with stakeholders to improve procedures and reporting that enhances client satisfaction and operational excellence.

 

Job Responsibilities:

 

  • Manage end-to-end lifecycle processing for trades, cash, foreign exchange, corporate actions, and income events
  • Control daily operational workflows within the custody client-facing team to ensure timely, accurate execution
  • Optimize team capacity through resource planning, training coverage, and succession planning support
  • Complete daily controls and sign-offs, including client inquiry resolution, cash and stock break management, event management, and required metrics production
  • Communicate strategic and regulatory updates to relevant stakeholders to support awareness and execution readiness
  • Review and refresh standard operating procedures to align with new policies and ongoing risk management activities
  • Contribute to the strategic development of global custody products and the evolution of the client-facing operating model

 

Required qualifications, skills, and capabilities:

 

  • Demonstrate operational subject matter expertise in settlements, trade support, cash, asset servicing, reconciliation, risk and control, and custody
  • Learn an ongoing stream of new markets, products, and processes
  • Apply risk and control discipline to prioritize workloads and meet critical deadlines
  • Communicate confidently across written and verbal channels with internal partners and external clients
  • Drive process improvements by reviewing workflows and implementing practical enhancements
  • Hold a bachelors degree or equivalent qualification
  • Use Microsoft Office applications including Word, Excel, Access, and Outlook

 

Preferred qualifications, skills, and capabilities:

 

  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
 
Oversee custody workflows and client queries to deliver precise, controlled service that strengthens client trust.

Client Service Analyst

Compensation

Not specified

City: Mumbai

Country: India

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Client Service Analyst | Mumbai, India | Commercial Investment Banking Custody** - Manage trades, cash, foreign exchange, and other asset lifecycle processing. Ensure timely, accurate service execution. Collaborate with stakeholders to enhance client satisfaction and operational excellence. Requires operational expertise, risk management, and strong communication skills. Microsoft Office proficiency essential. Preferred: AI/analytics experience to drive process improvements.

Full Job Description

Location: Mumbai, Maharashtra, India

Make your mark in Commercial Investment Banking custodygrow your skills in a client-facing team committed to diversity, inclusion and opportunity.

 

As a Client Service Analyst in Custody Client Facing Team, you will support query management and daily workflow controls to ensure timely, accurate service delivery. You will coordinate end-to-end processing across trades, cash, foreign exchange, corporate actions, and income events while maintaining strong risk and control practices. You will partner with stakeholders to improve procedures and reporting that enhances client satisfaction and operational excellence.

 

Job Responsibilities:

 

  • Manage end-to-end lifecycle processing for trades, cash, foreign exchange, corporate actions, and income events
  • Control daily operational workflows within the custody client-facing team to ensure timely, accurate execution
  • Optimize team capacity through resource planning, training coverage, and succession planning support
  • Complete daily controls and sign-offs, including client inquiry resolution, cash and stock break management, event management, and required metrics production
  • Communicate strategic and regulatory updates to relevant stakeholders to support awareness and execution readiness
  • Review and refresh standard operating procedures to align with new policies and ongoing risk management activities
  • Contribute to the strategic development of global custody products and the evolution of the client-facing operating model

 

Required qualifications, skills, and capabilities:

 

  • Demonstrate operational subject matter expertise in settlements, trade support, cash, asset servicing, reconciliation, risk and control, and custody
  • Learn an ongoing stream of new markets, products, and processes
  • Apply risk and control discipline to prioritize workloads and meet critical deadlines
  • Communicate confidently across written and verbal channels with internal partners and external clients
  • Drive process improvements by reviewing workflows and implementing practical enhancements
  • Hold a bachelors degree or equivalent qualification
  • Use Microsoft Office applications including Word, Excel, Access, and Outlook

 

Preferred qualifications, skills, and capabilities:

 

  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
 
Oversee custody workflows and client queries to deliver precise, controlled service that strengthens client trust.