Client Service Delivery Analyst (all genders)

JPMorgan Chase & Co.; Frankfurt; Vor Ort; EUR 52.000 - 78.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Frankfurt is seeking a Client Service Delivery Analyst to deliver exceptional client service and support within our service center. You will handle inquiries, process transactions, and troubleshoot while identifying opportunities for automation and service referrals.

Strong collaboration with internal stakeholders and a focus on fraud prevention will be essential. You will engage in NAV oversight, client reporting, and SLA/KPI tracking, leveraging your financial

Qualifikationen

• Bachelor’s degree in business administration, finance or banking related field.
• Experience in fund services or related financial operations.
• Foundational understanding of fund accounting operations (NAV lifecycle, reconciliations, client reporting).
• Knowledge of customer service operations, transaction processing and troubleshooting.
• Ability to build productive relationships with internal stakeholders.
• Experience using problem-solving to improve operational efficiency.
• Proficiency with Microsoft Excel (lookups, pivots) and clear written communication.
• Fluent in German and English with strong documentation skills.

Aufgaben

• Perform complex analysis, quality assurance, and evaluation of Alternative Assets and related investments.
• Oversee NAV validation for KVG funds and UCITS, ensuring regulatory compliance.
• Address client inquiries and troubleshoot issues per operating procedures and automation goals.
• Participate in end-to-end change management to minimize stakeholder impact.
• Manage daily client queries and respond within SLAs.
• Coordinate incident triage and document root-cause/remediation actions.
• Prepare and maintain client reporting including SLA/KPI packs.
• Support client service reviews with data and action tracking.
• Assist with client-requested changes and migrations with internal teams.

Kenntnisse

German

English

Customer service

Data analysis

Process automation

Change management

MS Excel

Stakeholder management

Ausbildung

Bachelor’s degree in Business Administration or Finance

Tools

Power BI

Tableau

Alteryx

Jobbeschreibung

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

• Bachelor’s degree in business administration, Finance or banking apprenticeship in banking.
• Experience in fund services or related financial operations (i.e. Custodian, IB, KVG, AM, PrivateEquity).
• 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 root‑cause and remediation.
• Familiarity with BI/automation tools (Power BI/Tableau, Alteryx) to analyse data or streamline tasks.