Trade And Working Capital Analyst

JPMorganChase

Taguig

On-site

PHP 420,000 - 780,000

Full time

2 days ago
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Job summary

JPMorganChase is recruiting a Trade and Working Capital Client Service Analyst in Metro Manila. You will resolve client inquiries end-to-end, coordinating with partners and maintaining clear communications through resolution.

You will follow defined procedures, document actions, and escalate higher-risk items when needed while building knowledge of trade and working capital solutions through structured training.

Qualifications

  • Bachelor’s degree or equivalent practical experience.
  • Strong written and verbal communication skills.
  • Demonstrated client-service mindset and professionalism in client interactions.
  • Attention to detail and ability to maintain accurate records and documentation.
  • Ability to follow defined procedures, controls, and escalation requirements.
  • Basic analytical and problem-solving skills to gather facts and identify issues.
  • Ability to organize work, manage multiple tasks, and meet deadlines.
  • Ability to collaborate effectively with teammates and internal partners.
  • Working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools.

Responsibilities

  • Respond to client inquiries using established procedures and service standards
  • Own assigned cases from receipt through resolution, including timely client updates
  • Investigate routine service requests by gathering facts, reviewing records, and identifying next steps
  • Escalate complex, time-sensitive, or higher-risk matters to appropriate senior team members
  • Coordinate with internal partners to complete required actions accurately and on time
  • Support servicing activities across trade and working capital solutions throughout the transaction lifecycle
  • Assist with operational events such as issuance, amendments, document handling, settlements, onboarding, and funding-cycle questions
  • Maintain complete and accurate case records, including correspondence, supporting documents, actions taken, and resolution details
  • Manage an assigned work queue using agreed prioritization and coverage expectations
  • Follow information-handling requirements, operational controls, and escalation procedures, including referring unusual requests to the appropriate control team

Skills

Strong written and verbal comunicação
Client-service mindset
Attention to detail
Procedures and escalation adherence
Analytical and problem-solving
Time management
Collaboration
Structured training adaptivity
Microsoft Word proficiency
Microsoft Excel proficiency
Microsoft Outlook proficiency
PowerPoint proficiency
AI-powered analytics awareness

Education

Bachelor’s degree or equivalent practical experience
Coursework or internship in banking, trade finance, finance, economics

Tools

Microsoft Word
Microsoft Excel
Microsoft Outlook
PowerPoint

Job description

Job Description:

Bring your curiosity and customer-first mindset to a team that solves real client problems every day. You’ll learn how trade and working capital servicing works end-to-end while building communication, case management, and risk awareness skills. If you enjoy structured learning, teamwork, and delivering high-quality service, this role is a strong place to start and grow your career.


Job summary

As a Trade and working capital client service analyst in the Trade and working capital client service team, you will help clients resolve inquiries by owning cases end-to-end, coordinating with partners, and communicating clearly through to resolution. You’ll follow defined procedures and controls, document actions taken, and escape higher-risk or complex items when needed. You’ll also build foundational knowledge of trade and working capital solutions through training and coaching.

Job responsibilities
  • Respond to client inquiries using established procedures and service standards
  • Own assigned cases from receipt through resolution, including timely client updates
  • Investigate routine service requests by gathering facts, reviewing records, and identifying next steps
  • Escalate complex, time-sensitive, or higher-risk matters to appropriate senior team members
  • Coordinate with internal partners to complete required actions accurately and on time
  • Support servicing activities across trade and working capital solutions throughout the transaction lifecycle
  • Assist with operational events such as issuance, amendments, document handling, settlements, onboarding, and funding-cycle questions
  • Maintain complete and accurate case records, including correspondence, supporting documents, actions taken, and resolution details
  • Manage an assigned work queue using agreed prioritization and coverage expectations
  • Follow information-handling requirements, operational controls, and escalation procedures, including referring unusual requests to the appropriate control team
Required qualifications, capabilities and skills
  • Bachelor’s degree or equivalent practical experience
  • Strong written and verbal communication skills
  • Demonstrated client-service mindset and professionalism in client interactions
  • Attention to detail and ability to maintain accurate records and documentation
  • Ability to follow defined procedures, controls, and escalation requirements
  • Basic analytical and problem-solving skills to gather facts and identify issues
  • Ability to organize work, manage multiple tasks, and meet deadlines
  • Ability to collaborate effectively with teammates and internal partners
  • Comfort learning new products, systems, and processes in a structured training environment
  • Working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
Preferred qualifications, capabilities and skills
  • Coursework or internship experience in banking, trade finance, supply chain finance, finance, accounting, economics, or a related field
  • Exposure to case management, workflow coordination, payments servicing, or financial services operations
  • Basic knowledge of letters of credit, guarantees, documentary collections, or open account trade concepts
  • Ability to communicate confidently in a fast-paced, deadline-driven environment
  • Interest in using data and digital tools to improve service quality and efficiency, with appropriate human review
  • Experience documenting processes, identifying recurring issues, or contributing to process improvement
  • Experience working with stakeholders across time zones or supporting regional clients


In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.

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.

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