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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Client Services Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 16 days ago

No clicks

Join the Custody Client Facing Team as a Client Services Analyst responsible for managing and controlling daily operational workflows across Trades, Cash, FX, Corporate Actions and Income products. You will ensure efficient service delivery, oversee daily controls and client query resolution, and drive team capacity through resource planning, training and succession planning. The role involves maintaining and updating SOPs, communicating strategic and regulatory changes, and contributing to the strategic development of Global Custody products and the client-facing organization.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
India

Full Job Description

Location: India

Join our dynamic Custody Client Facing Team as a Client Service Analyst, where you'll play a pivotal role in overseeing the operational management and control of daily workflows. Your expertise will ensure efficient and effective service delivery, driving client satisfaction and operational excellence. Be part of a team that values precision, reliability, and client-centric solutions, and contribute to our mission of delivering unparalleled custody services.

As a Client Service Analyst within Custody CFT, you will support manage management and control of the daily workflow, ensuring efficient and effective service delivery.
 

Job Responsibilities:

  • Manage the workflow through the life cycle of Trades, Cash, FX, Corporate Action and Income products
  • Operationally manage and control the daily workflow within the Custody Client Facing team
  • Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
  • Ensure all daily controls and client query management are completed and signed off, including client service inquiry resolution, cash and stock break, event management, as well as all key metrics are produced as required
  • Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
  • Conduct ongoing review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
  • Contribute to the strategic development of Global Custody products, Global Custody Client Facing team organization

Required qualifications, skills and capabilities: 

  • Operational subject matter expertise in Settlements, Trade Support, Cash, Asset Servicing, Reconciliation, Risk and Control, and Custody
  • Strong ability to learn ongoing stream of new markets, products, and processes
  • Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
  • Confident communication skills in all mediums to both internal and external clients
  • Strategic thinking; Able to review and implement process improvements
  • Bachelor’s degree or equivalent
  • Proficient in Microsoft Office products including Word, Excel, Access, and Outlook

 

 

As a Client Service Analyst within Custody CFT, you will manage query management and control of the daily workflow.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

16 days ago

clicks

Client Services Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Not specified

Country: India

Join the Custody Client Facing Team as a Client Services Analyst responsible for managing and controlling daily operational workflows across Trades, Cash, FX, Corporate Actions and Income products. You will ensure efficient service delivery, oversee daily controls and client query resolution, and drive team capacity through resource planning, training and succession planning. The role involves maintaining and updating SOPs, communicating strategic and regulatory changes, and contributing to the strategic development of Global Custody products and the client-facing organization.

Full Job Description

Location: India

Join our dynamic Custody Client Facing Team as a Client Service Analyst, where you'll play a pivotal role in overseeing the operational management and control of daily workflows. Your expertise will ensure efficient and effective service delivery, driving client satisfaction and operational excellence. Be part of a team that values precision, reliability, and client-centric solutions, and contribute to our mission of delivering unparalleled custody services.

As a Client Service Analyst within Custody CFT, you will support manage management and control of the daily workflow, ensuring efficient and effective service delivery.
 

Job Responsibilities:

  • Manage the workflow through the life cycle of Trades, Cash, FX, Corporate Action and Income products
  • Operationally manage and control the daily workflow within the Custody Client Facing team
  • Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
  • Ensure all daily controls and client query management are completed and signed off, including client service inquiry resolution, cash and stock break, event management, as well as all key metrics are produced as required
  • Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
  • Conduct ongoing review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
  • Contribute to the strategic development of Global Custody products, Global Custody Client Facing team organization

Required qualifications, skills and capabilities: 

  • Operational subject matter expertise in Settlements, Trade Support, Cash, Asset Servicing, Reconciliation, Risk and Control, and Custody
  • Strong ability to learn ongoing stream of new markets, products, and processes
  • Strong risk and control awareness, including ability to effectively prioritize workloads and work to critical deadlines
  • Confident communication skills in all mediums to both internal and external clients
  • Strategic thinking; Able to review and implement process improvements
  • Bachelor’s degree or equivalent
  • Proficient in Microsoft Office products including Word, Excel, Access, and Outlook

 

 

As a Client Service Analyst within Custody CFT, you will manage query management and control of the daily workflow.