Cash Equities Client Service Analyst

IIBA (International Institute of Business Analysis); Bournemouth; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading global financial services firm is seeking a Cash Equities Client Service Analyst in Bournemouth. The role involves managing trade processing, ensuring client satisfaction, and fostering strong relationships. Ideal candidates will have excellent client service skills, the ability to think laterally, and experience in operations. Join us in a dynamic environment where your analytical and problem-solving skills can shine.

Qualifications

• Well established client service skills with a positive attitude.
• Ability to work independently and as part of a team.
• Strong analytical and problem solving skills.
• Experience within operations.

Responsibilities

• Acts as primary operations point of contact for sales.
• Ensures prompt allocation of trades and trade confirmations.
• Manages all client queries in a timely manner.
• Identifies opportunities for service quality improvement.

Skills

Client service skills

Analytical skills

Communication skills

Problem solving skills

Organizational skills

Job description

Do you enjoy partnering with a multitude of diverse groups, in a fast-paced environment? Are you looking to engage in a variety of initiatives promoting operational efficiency and client satisfaction? The Cash Equities Middle Office Client Services Team is looking for someone just like you.

As a Cash Equities Client Service Analyst within the Client Services Team, you will serve as the primary contact for clients and sales traders, handling all aspects of trade processing and related inquiries. Your key responsibilities will include allocating stock to the appropriate funds, providing prompt and accurate confirmations, and managing trades through to settlement. Ensuring superior client service, fostering strong relationships with our global teams, and meeting these requirements are crucial to our success.

Job responsibilities

• Acts as primary operations point of contact for sales, sales trading desks and client operations teams, to resolve queries or issues
• Ensures prompt and accurate allocation of trades to the relevant funds, along with issuing accurate trade confirmations, in a timely manner, in line with client requirements
• Manages pre-matching of transactions to ensure smooth settlement
• Manages all client queries in a timely manner while proactively ensuring any issues do not reoccur
• Provides the Front Office with timely, accurate information in relation to the status of problem trades
• Completes all relevant control checks, escalation of issues in a timely manner and maintaining audit trail
• Continuously seeks feedback on opportunities for improvement and providing feedback to other groups in relation to where processes could be improved
• Identifies opportunities to continuously improve 'Straight Through Processing' and quality of service delivered to clients; and automate/streamline existing processes
• Partnerships with our Commission Management Solutions team on any research commission queries
• Partnerships with the Corporate & Investment Bank Account Oversight team in relation to special handling and resolving any issues for priority clients
• Provides Subject Matter Expertise (SME) input in partnership with technology and operations project teams

Required qualifications, capabilities, and skills

• Well established client service skills with a positive attitude
• Ability to both work well as part of a team, and also to be results orientated and self-motivated, being proactive by using own initiative to take personal responsibility for tasks and actions
• Capacity to think laterally and understand the big picture
• Experience within operations
• A flexible, organized, proactive attitude towards work with the ability to multi-task and prioritize workload to meet daily deadlines
• Excellent communication skills in all media
• The ability to work well under pressure
• Strong analytical and problem solving skills
• Control mindset with risk awareness along transaction lifecycle and strong attention to details

Preferred qualifications, capabilities, and skills

• Experience in the financial industry, preferably within an Investment Banking environment
• Technical understanding of securities products

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.