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Client Service Associate/Analyst

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

**Client Service Associate/Analyst** in Bengaluru, India. Manage margin settlements for Futures, Options, and OTC Cleared Products, ensuring counterparty risk mitigation. Collaborate globally to handle client service and operational tasks, ensuring compliance with regulations and internal policies. Bring 8+ years of client service experience, OTC derivatives knowledge, and strong numeracy skills. Proficiency in Outlook, Excel, and Word is required. Preferred: risk awareness, deadline-driven, team player, strategic problem-solving.

Compensation
Not specified

Currency: Not specified

City
Bengaluru
Country
India

Full Job Description

Location: Bengaluru, Karnataka, India

Join a global leader in Equities Operations, where we empower clients to trade cleared products seamlessly through exchanges and central counterparties. 
Be part of a team that delivers comprehensive clearing, margin, and client service solutions across multiple markets and currencies.   Job Summary 

As a Client Service Representative within the Cleared Margin Client Service Team in Prime Financial Services, you play a key role in managing margin settlements for Futures & Options and OTC Cleared Products in the Equities Markets department. You will collaborate with a global team across Bangalore, Bournemouth, Chicago, and Singapore, handling both client service and operational responsibilities. Your work ensures the mitigation of counterparty risk and supports a controlled environment for CCP trading cleared activity.

Job Responsibilities

  • Book client-agreed margin and respond to incoming margin calls by comparing requests to JP Morgans exposure and agreeing on asset movements.
  • Follow up on counterparty failed settlements and investigate disputed margin requirements.
  • Assess and authorize margin calls, settlements, and adjustments for both Futures & Options and OTC Cleared Products, ensuring accuracy and compliance.
  • Evaluate margin requests against exposure and risk parameters, escalating discrepancies or concerns according to regulatory and internal guidelines.
  • Ensure all margin approvals adhere to relevant regulations and internal policies, participating in periodic reviews and audits.
  • Resolve incoming queries regarding client portfolios, including trade breaks, interest calculations, commissions, and eligibility.
  • Escalate issues accurately and appropriately in line with regulatory requirements.

Required Qualifications, Skills and Capabilities 

  • Demonstrate 8+ years of external client services experience or similar experience interacting with senior internal clients and building effective relationships with diverse stakeholders.
  • Possess working knowledge of OTC derivative products, Futures and Options, or a similar background.
  • Exhibit a high level of accuracy, attention to detail, and strong numeracy skills, with proficiency in Outlook, Excel, and Word.
  • Communicate confidently with clients and stakeholders, delivering feedback and adhering to strict deadlines and procedures.

 Preferred Qualifications, Skills and Capabilities

  • Display strong risk and control awareness, with the ability to challenge stakeholders when necessary.
  • Show proven ability to work under pressure and meet strict deadlines.
  • Act as a dynamic and proactive team player, contributing to team efficiency.
  • Apply strategic thinking and problem-solving skills to develop solutions and implement process improvements.
The Global Margin teams settle over fifty thousand margin amounts a week across multiple currencies and markets

Client Service Associate/Analyst

Compensation

Not specified

City: Bengaluru

Country: India

J.P. Morgan logo
Bulge Bracket Investment Banks

15 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Client Service Associate/Analyst** in Bengaluru, India. Manage margin settlements for Futures, Options, and OTC Cleared Products, ensuring counterparty risk mitigation. Collaborate globally to handle client service and operational tasks, ensuring compliance with regulations and internal policies. Bring 8+ years of client service experience, OTC derivatives knowledge, and strong numeracy skills. Proficiency in Outlook, Excel, and Word is required. Preferred: risk awareness, deadline-driven, team player, strategic problem-solving.

Full Job Description

Location: Bengaluru, Karnataka, India

Join a global leader in Equities Operations, where we empower clients to trade cleared products seamlessly through exchanges and central counterparties. 
Be part of a team that delivers comprehensive clearing, margin, and client service solutions across multiple markets and currencies.   Job Summary 

As a Client Service Representative within the Cleared Margin Client Service Team in Prime Financial Services, you play a key role in managing margin settlements for Futures & Options and OTC Cleared Products in the Equities Markets department. You will collaborate with a global team across Bangalore, Bournemouth, Chicago, and Singapore, handling both client service and operational responsibilities. Your work ensures the mitigation of counterparty risk and supports a controlled environment for CCP trading cleared activity.

Job Responsibilities

  • Book client-agreed margin and respond to incoming margin calls by comparing requests to JP Morgans exposure and agreeing on asset movements.
  • Follow up on counterparty failed settlements and investigate disputed margin requirements.
  • Assess and authorize margin calls, settlements, and adjustments for both Futures & Options and OTC Cleared Products, ensuring accuracy and compliance.
  • Evaluate margin requests against exposure and risk parameters, escalating discrepancies or concerns according to regulatory and internal guidelines.
  • Ensure all margin approvals adhere to relevant regulations and internal policies, participating in periodic reviews and audits.
  • Resolve incoming queries regarding client portfolios, including trade breaks, interest calculations, commissions, and eligibility.
  • Escalate issues accurately and appropriately in line with regulatory requirements.

Required Qualifications, Skills and Capabilities 

  • Demonstrate 8+ years of external client services experience or similar experience interacting with senior internal clients and building effective relationships with diverse stakeholders.
  • Possess working knowledge of OTC derivative products, Futures and Options, or a similar background.
  • Exhibit a high level of accuracy, attention to detail, and strong numeracy skills, with proficiency in Outlook, Excel, and Word.
  • Communicate confidently with clients and stakeholders, delivering feedback and adhering to strict deadlines and procedures.

 Preferred Qualifications, Skills and Capabilities

  • Display strong risk and control awareness, with the ability to challenge stakeholders when necessary.
  • Show proven ability to work under pressure and meet strict deadlines.
  • Act as a dynamic and proactive team player, contributing to team efficiency.
  • Apply strategic thinking and problem-solving skills to develop solutions and implement process improvements.
The Global Margin teams settle over fifty thousand margin amounts a week across multiple currencies and markets