
Client Service Lead - Vice President
at J.P. Morgan
Posted 17 days ago
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Client Service Lead - Vice President in the Custody Middle Office supporting institutional clients across a global custody network. Responsible for delivering client support across trade, cash and asset servicing, managing client issues, performing root cause analysis, and identifying process improvements. The role requires managerial experience in trade and cash settlement, strong interpersonal and organisational skills, and proactive ownership of client escalations. Based in Bournemouth, Dorset, United Kingdom within JPMorgan's Security Services team.
- Compensation
- Not specified
- City
- Bournemouth
- Country
- United Kingdom
Currency: Not specified
Full Job Description
Location: BOURNEMOUTH, DORSET, United Kingdom
Are you experienced within financial services and have managerial background? Then you found the right position for you! The Custody Middle Office includes a wide variety of cross-product activity and support including; Trade Instruction Capture, Settlement, Fails Management, Cash Instruction Capture, Overdraft monitoring , Asset Servicing Instruction Capture and Income/Corporate Actions completions. The Custody Client Operations play a vital role in the day to day management of Custody Middle Office. The Custody Client Operations act as a single point of contact for client’s in respect of their Trade, Cash and Asset Servicing enquiries and likewise the team performs client outreach, on behalf of the various Operational Teams within Custody Middle Office. Key focus areas for the role are proactivity, responsiveness, knowledge and drive for excellence.
As a Client Service Lead - Vice President within the Custody Middle Office in Security Services team, you will be responsible to deliver investor solutions to help institutional client protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. You will support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions.
Job responsibilities
- Work a part of a global team providing direct client support across a wide variety of products and markets
- Build strong internal and external working relationships and partnerships
- Provide value add client service and operational subject matter expertise
- Liaise with other JPM teams to ensure excellent client service delivery
- Manage client issues log and attend client meetings to discuss issues with clients. Also present to clients on any system or market training requirements
- Perform root cause analysis
- Complete identification of opportunities to reduce client enquiries and improve client STeP rate
Required qualifications, capabilities, and skills
- Self-motivated, flexible, innovative, adaptable and analytical
- Excellent prioritisation, planning, organisational and time management skills
- Excellent interpersonal skills, confident at interacting with and communication with internal and external parties, including senior stakeholders
- Industry/product knowledge in Trades and Cash settlement
- Ability to motivate and encourage others to deliver on objectives
- Proactiveness in ownership and escalation of issues
- Willingness to learn new skills and continuously improve knowledge
Preferred qualifications, capabilities, and skills
- Cash, Trade & Asset Servicing experience




