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Prime Financial Services - 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 - Prime Financial Services, London** Join JP Morgan Chase to deliver superior client service and operational excellence for synthetic derivatives. As a Client Service Analyst, you will handle trade lifecycle (matching, exceptions, cashflows) and inquiries for equity swaps and other synthetics. Collaborate with global teams (Front Office, Technology, Settlements) to resolve discrepancies, enhance service, and maintain risk controls. Requires strong analytical skills, proactive mindset, and trade lifecycle experience. Preference for equity swap/product knowledge and exposure to derivatives instruments.

Compensation
Not specified

Currency: Not specified

City
London
Country
United Kingdom

Full Job Description

Location: LONDON, United Kingdom

If you want to be instrumental in delivering unparalleled client service and operational excellence across complex synthetic derivatives, you have found the right team.
 

As a Prime Financial Services - Client Service Analyst within JP Morgan Chase, you will join a client-facing Middle Office team supporting synthetic Prime Brokerage activity, with a core focus on equity swaps and other delta-one/synthetic products. 

You will be accountable for the day-to-day client experience across the trade lifecycle - handling trade matching and exceptions, lifecycle events and cashflows, operational inquiries, and issue resolution - while partnering closely with Front Office Trading/Sales, Product Control, Technology, Settlements/Cash Processing, and other global stakeholders. You will be expected to communicate clearly with clients, perform root-cause analysis to reduce breaks and increase straight-through-processing, and identify process and technology enhancements that improve service and controls. You will also maintain strong risk awareness and adherence to operational controls while operating in a fast-paced, deadline-driven environment.

Job responsibilities

  • Act as a single point of contact for assigned synthetic derivatives clients on operational topics across the swap lifecycle, ensuring timely investigation, resolution, and clear communication of open items.
  • Perform trade lifecycle support for equity swaps/synthetic activity, including trade matching/allocation, exception management, lifecycle processing, and cashflow management for swap payments.
  • Partner with internal teams (e.g. Front Office Trading/Sales, Account Management, Operations, Settlements/Cash Processing, Product Control, Technology) to resolve booking/processing discrepancies and improve end-to-end outcomes.
  • Monitor workflow queues and service levels, escalating appropriately, and contribute to trend/MIS and root-cause analysis to increase STP, reduce recurring breaks, and drive client/process improvements.
  • Support change and project initiatives (including technology enhancements) that improve operational resiliency, client reporting/experience, and control effectiveness; participate in periodic client reviews and client meetings/visits as required.
  • Work with stakeholders to support compliance with relevant regulatory and control expectations for the client activity covered by the team.

     

Required qualifications, capabilities, and skills

  • Experience in an operations/client service environment supporting the lifecycle of trades, with strong ownership, prioritization, and ability to work under pressure and deadlines.
  • Strong analytical and problem-solving skills, with the ability to communicate complex issues clearly to clients and internal stakeholders.
  • Demonstrated ability to build effective partnerships across multiple teams and take accountability for end-to-end issue resolution.
  • Self-motivated and proactive, with a continuous-improvement mindset and willingness to challenge and enhance existing processes

 

Preferred qualifications, capabilities, and skills

  • Knowledge of equity swaps / delta-one / synthetic derivatives and the operational implications (e.g., valuations, collateral, lifecycle events and cashflows).
  • Prior exposure to derivatives instruments and cross-product client support in global markets.
  • Ability to identify and partner on technology/process enhancements that improve client experience and reduce manual touchpoints.

     

     

     

Deliver standout client service and operational excellence!

Prime Financial Services - Client Service Analyst

Compensation

Not specified

City: London

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Client Service Analyst - Prime Financial Services, London** Join JP Morgan Chase to deliver superior client service and operational excellence for synthetic derivatives. As a Client Service Analyst, you will handle trade lifecycle (matching, exceptions, cashflows) and inquiries for equity swaps and other synthetics. Collaborate with global teams (Front Office, Technology, Settlements) to resolve discrepancies, enhance service, and maintain risk controls. Requires strong analytical skills, proactive mindset, and trade lifecycle experience. Preference for equity swap/product knowledge and exposure to derivatives instruments.

Full Job Description

Location: LONDON, United Kingdom

If you want to be instrumental in delivering unparalleled client service and operational excellence across complex synthetic derivatives, you have found the right team.
 

As a Prime Financial Services - Client Service Analyst within JP Morgan Chase, you will join a client-facing Middle Office team supporting synthetic Prime Brokerage activity, with a core focus on equity swaps and other delta-one/synthetic products. 

You will be accountable for the day-to-day client experience across the trade lifecycle - handling trade matching and exceptions, lifecycle events and cashflows, operational inquiries, and issue resolution - while partnering closely with Front Office Trading/Sales, Product Control, Technology, Settlements/Cash Processing, and other global stakeholders. You will be expected to communicate clearly with clients, perform root-cause analysis to reduce breaks and increase straight-through-processing, and identify process and technology enhancements that improve service and controls. You will also maintain strong risk awareness and adherence to operational controls while operating in a fast-paced, deadline-driven environment.

Job responsibilities

  • Act as a single point of contact for assigned synthetic derivatives clients on operational topics across the swap lifecycle, ensuring timely investigation, resolution, and clear communication of open items.
  • Perform trade lifecycle support for equity swaps/synthetic activity, including trade matching/allocation, exception management, lifecycle processing, and cashflow management for swap payments.
  • Partner with internal teams (e.g. Front Office Trading/Sales, Account Management, Operations, Settlements/Cash Processing, Product Control, Technology) to resolve booking/processing discrepancies and improve end-to-end outcomes.
  • Monitor workflow queues and service levels, escalating appropriately, and contribute to trend/MIS and root-cause analysis to increase STP, reduce recurring breaks, and drive client/process improvements.
  • Support change and project initiatives (including technology enhancements) that improve operational resiliency, client reporting/experience, and control effectiveness; participate in periodic client reviews and client meetings/visits as required.
  • Work with stakeholders to support compliance with relevant regulatory and control expectations for the client activity covered by the team.

     

Required qualifications, capabilities, and skills

  • Experience in an operations/client service environment supporting the lifecycle of trades, with strong ownership, prioritization, and ability to work under pressure and deadlines.
  • Strong analytical and problem-solving skills, with the ability to communicate complex issues clearly to clients and internal stakeholders.
  • Demonstrated ability to build effective partnerships across multiple teams and take accountability for end-to-end issue resolution.
  • Self-motivated and proactive, with a continuous-improvement mindset and willingness to challenge and enhance existing processes

 

Preferred qualifications, capabilities, and skills

  • Knowledge of equity swaps / delta-one / synthetic derivatives and the operational implications (e.g., valuations, collateral, lifecycle events and cashflows).
  • Prior exposure to derivatives instruments and cross-product client support in global markets.
  • Ability to identify and partner on technology/process enhancements that improve client experience and reduce manual touchpoints.

     

     

     

Deliver standout client service and operational excellence!