Client Service Analyst

J.P. Morgan; Bournemouth; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global financial services firm in Bournemouth is seeking a Client Service Analyst to manage client relationships and provide operational support for treasury and cash management. The role includes overseeing reporting processes, collaborating with global teams to enhance operations, and delivering custom reports. Successful candidates will possess strong communication skills, an analytical mindset, and proficiency in digital tools, contributing to operational excellence and client satisfaction.

Qualifications

• Exceptional communication and interpersonal skills, able to influence and build rapport.
• Advanced proficiency in digital tools to enhance reporting accuracy.
• Strong analytical mindset with attention to detail.
• Collaborative approach in cross-functional teams.
• Initiative-driven with a focus on optimizing processes.

Responsibilities

• Champion client needs with prompt, accurate solutions.
• Own the end-to-end reporting process ensuring data integrity.
• Tackle ad-hoc assignments with agility and analytical skills.
• Drive process improvements by collaborating with global teams.
• Identify and resolve issues, preparing impactful management reports.

Skills

Exceptional communication and interpersonal skills

Advanced proficiency in digital tools

Strong analytical mindset

Collaborative approach

Initiative-driven

Job description

Join our global team and shape the future of client service!

Join our global team and shape the future of client service! Collaborate with talented professionals worldwide to deliver exceptional client reporting and support innovative transformation projects. Build expertise in asset management and reporting while streamlining processes and elevating client experiences. Thrive in a culture that champions accuracy, creativity, and teamwork.

As a Client Service Analyst in Operations, you will manage client relationships and provide operational support for treasury and cash management products. You’ll oversee manual reporting for traditional asset groups, ensuring precision and timely delivery. Collaborate with teams across regions to implement process enhancements and support transformation efforts. Prepare management reports, resolve issues, and deliver custom reporting assignments for stakeholders. This role offers opportunities to deepen your expertise in client reporting and contribute to operational excellence.

Job responsibilities

• Champion client needs by delivering prompt, accurate solutions and building trusted relationships across a diverse portfolio.
• Own the end-to-end reporting process, ensuring data integrity, timeliness, and actionable insights for clients and stakeholders.
• Tackle ad-hoc assignments and custom reporting requests with agility, applying analytical skills to solve complex challenges.
• Drive process improvements and transformation initiatives by collaborating with global teams and leveraging innovative thinking.
• Proactively identify, escalate, and resolve issues, preparing impactful management reports that support strategic decision-making.

Required qualifications, capabilities, and skills

• Exceptional communication and interpersonal skills, able to influence and build rapport with clients and colleagues.
• Advanced proficiency in digital tools and technology platforms to streamline workflows and enhance reporting accuracy.
• Strong analytical mindset with a keen attention to detail, capable of interpreting data and identifying improvement opportunities.
• Collaborative approach, thriving in cross-functional and multicultural teams while adapting to changing priorities.
• Initiative-driven, continuously seeking ways to optimize processes and contribute to a culture of innovation and excellence.

Preferred qualifications, capabilities, and skills

• Demonstrated experience in asset management or client reporting, with a focus on delivering value-added solutions.
• Proven ability to lead process improvement projects, utilizing digital tools and creative problem-solving techniques.
• Advanced data analysis skills, able to translate complex information into clear, actionable recommendations.
• Experience preparing management reports and handling custom assignments in a fast-paced environment.
• Leadership potential, with a desire to develop influence, presentation, and strategic thinking capabilities.