Analyst - Client Service Custody Middle Office

JPMorgan Chase & Co.; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution seeks a Client Service Analyst to support and optimize custody operations for various institutional clients. The role involves providing critical client support, ensuring timely transaction processing, and leveraging operational expertise to enhance client services within a fast-paced environment.

Qualifications

• Excellent verbal and written communication skills.
• Ability to operate effectively in a dynamic environment.
• Bachelor's Degree required or equivalent experience.

Responsibilities

• Provide excellent client service and support to internal and external clients.
• Monitor client inquiries and resolve non-routine issues.
• Perform root cause analysis to increase processing efficiency.

Skills

Communication

Time Management

Education

Bachelor's Degree

Tools

MS Office

Job description

The Corporate Investment Banking - Client Service Analyst is a part of the broaderSecurity Services Custody Client Operationsteam responsible for ensuring all aspects of custody operations for clients are completed, transactions are timely processed, exceptions are resolved proactively, and providing a single point of contact team and subject matter expertise to our clients. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.

As a Client Service Analyst within the Security Services Custody Client operations team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange and Liquidity Solutions. This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives. You will be committed to delivering investor solutions that help protects our clients’ portfolios, optimize their efficiency and maximize opportunities in a diverse global markets.

Job Responsibilities

• Provide excellent client service and support to internal and external clients daily.
• Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely manner.
• Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders.
• Partner across wider global team and technology to identify product enhancements and technology improvement opportunities.
• Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience.
• Provide operations subject matter expertise and value added services to clients where required.
• Provide strong time management is required to meet the internal and external deadlines/cutoffs.

Required qualifications, Capabilities, and Skills

• Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization.
• Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills.
• Bachelor's Degree required or equivalent experience.
• MS office skills (Excel, PowerPoint, Word)

Preferred qualifications, Capabilities, and Skills

• Prior custody/treasury operation services, markets operational experience.
• Knowledge of financial markets, trade lifecycle, and settlement practices is desirable.
• Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody.
• Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure “Bestin Class” results.