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Client Service Delivery Analyst (all genders)

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Client Service Delivery Analyst (All Genders)** In this Frankfurt-based role, you'll serve as a key player in JPMorganChase's service center, providing excellent customer support and managing client inquiries. Duties include processing transactions, troubleshooting issues, and identifying service referral opportunities. Your proficiency in alternative assets, NAV oversight, digital literacy, and process automation, coupled with strong communication skills in German and English, will enable you to excel in this position. Proven experience in fund services or related financial operations is required, along with foundational knowledge of fund accounting operations. Applicants should be proficient in Microsoft Excel and capable of driving continuous improvement initiatives.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Germany

Full Job Description

Location: Frankfurt a. Main, Germany

If you want to be instrumental in delivering unparalleled customer service and operational excellence, you have found the right team.

As a Client Service Delivery Analyst within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies

Job responsibilities

  • Perform complex analysis, quality assurance, and evaluation of Alternative Assets (e.g., Real Estate, Infrastructure Debt, Private Equity) including valuation and pricing of complex investments (cash flow, returns, capital structure, etc.) while monitoring investment reporting and tracking events.
  • Perform NAV oversight, control, and validation of KVG special funds and UCITS ensuring the KVG's calculated NAV complies with regulatory and contractual requirements and escalating breaks through the defined oversight process
  • Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
  • Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.
  • Manage daily client queries and complete responses within agreed SLAs.
  • Coordinate incident triage and updates; capture root
    cause and remediation actions to closure.
  • Prepare and maintain client reporting, including SLA/KPI packs and service updates.
  • Support client service reviews with data, materials and action tracking.
  • Assist with client
    requested changes and migrations, partnering with internal teams for smooth execution.
  • Maintain controls across reconciliations, reporting and documentation; escalate risks with context and next steps.
  • Contribute to process standardization and automation opportunities.

 

Required qualifications, capabilities, and skills

  • Bachelors degree in business administration, Finance or banking apprenticeship in banking. 
  • Experience in fund services or related financial operations (i.e. Custodian, IB, KVG, AM, Private Equity).
  • Foundational understanding of fund accounting operations (NAV lifecycle, reconciliations, client reporting).
  • Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
  • Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes. 
  • Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency. 
  • Proficiency with Microsoft Excel (lookups, pivots); strong written communication.
  • Ability to interpret SLA/KPI data and communicate clear updates to stakeholders.
  • Fluent in German and English; strong written documentation skills.

 

Preferred qualifications, capabilities, and skills

  • Prior client
    facing exposure is beneficial.
  • Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
  • Proficient in driving continuous and process improvement initiatives to ensure high-quality client experience.
  • Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
  • Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.
  • Experience supporting incident management and documenting rootcause and remediation.
  • Familiarity with BI/automation tools (Power BI/Tableau, Alteryx) to analyse data or streamline tasks.

 

Drive client success by delivering exceptional service, resolving issues, and enhancing relationships with strategic insights

Client Service Delivery Analyst (all genders)

Compensation

Not specified

City: Not specified

Country: Germany

J.P. Morgan logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Client Service Delivery Analyst (All Genders)** In this Frankfurt-based role, you'll serve as a key player in JPMorganChase's service center, providing excellent customer support and managing client inquiries. Duties include processing transactions, troubleshooting issues, and identifying service referral opportunities. Your proficiency in alternative assets, NAV oversight, digital literacy, and process automation, coupled with strong communication skills in German and English, will enable you to excel in this position. Proven experience in fund services or related financial operations is required, along with foundational knowledge of fund accounting operations. Applicants should be proficient in Microsoft Excel and capable of driving continuous improvement initiatives.

Full Job Description

Location: Frankfurt a. Main, Germany

If you want to be instrumental in delivering unparalleled customer service and operational excellence, you have found the right team.

As a Client Service Delivery Analyst within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies

Job responsibilities

  • Perform complex analysis, quality assurance, and evaluation of Alternative Assets (e.g., Real Estate, Infrastructure Debt, Private Equity) including valuation and pricing of complex investments (cash flow, returns, capital structure, etc.) while monitoring investment reporting and tracking events.
  • Perform NAV oversight, control, and validation of KVG special funds and UCITS ensuring the KVG's calculated NAV complies with regulatory and contractual requirements and escalating breaks through the defined oversight process
  • Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
  • Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.
  • Manage daily client queries and complete responses within agreed SLAs.
  • Coordinate incident triage and updates; capture root
    cause and remediation actions to closure.
  • Prepare and maintain client reporting, including SLA/KPI packs and service updates.
  • Support client service reviews with data, materials and action tracking.
  • Assist with client
    requested changes and migrations, partnering with internal teams for smooth execution.
  • Maintain controls across reconciliations, reporting and documentation; escalate risks with context and next steps.
  • Contribute to process standardization and automation opportunities.

 

Required qualifications, capabilities, and skills

  • Bachelors degree in business administration, Finance or banking apprenticeship in banking. 
  • Experience in fund services or related financial operations (i.e. Custodian, IB, KVG, AM, Private Equity).
  • Foundational understanding of fund accounting operations (NAV lifecycle, reconciliations, client reporting).
  • Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
  • Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes. 
  • Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency. 
  • Proficiency with Microsoft Excel (lookups, pivots); strong written communication.
  • Ability to interpret SLA/KPI data and communicate clear updates to stakeholders.
  • Fluent in German and English; strong written documentation skills.

 

Preferred qualifications, capabilities, and skills

  • Prior client
    facing exposure is beneficial.
  • Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
  • Proficient in driving continuous and process improvement initiatives to ensure high-quality client experience.
  • Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
  • Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.
  • Experience supporting incident management and documenting rootcause and remediation.
  • Familiarity with BI/automation tools (Power BI/Tableau, Alteryx) to analyse data or streamline tasks.

 

Drive client success by delivering exceptional service, resolving issues, and enhancing relationships with strategic insights