Analyst - Client Service Custody Middle Office

JPMorgan Chase; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Client Service Analyst to join their dynamic team. This role involves ensuring timely and accurate custody operations for institutional clients, providing a single point of contact for client inquiries, and enhancing operational efficiency. The ideal candidate will excel in communication, time management, and problem-solving within a fast-paced environment. The company offers a competitive rewards package and a supportive workplace culture that values diversity and inclusion. If you are passionate about delivering top-tier client service and ready to make an impact, this opportunity is for you.

Benefits

Comprehensive Health Care Coverage

On-site Health and Wellness Centers

Retirement Savings Plan

Backup Childcare

Tuition Reimbursement

Mental Health Support

Financial Coaching

Qualifications

• Excellent communication skills required for client interactions.
• Bachelor's Degree or equivalent experience is mandatory.
• Strong time management skills needed to meet deadlines.

Responsibilities

• Provide exceptional client service and support daily.
• Monitor inquiries and resolve issues in a timely manner.
• Collaborate with teams to enhance product and technology.

Skills

Verbal Communication

Written Communication

Time Management

Problem Solving

Education

Bachelor's Degree

Tools

MS Office (Excel, PowerPoint, Word)

Job description

The Corporate Investment Banking - Client Service Analyst is a part of the broader Security Services Custody Client Operations team 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 protect our clients' portfolios, optimize their efficiency and maximize opportunities in 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.
• 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 Best in Class results.

About Us

JPMorgan Chase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.