Prime Financial Services - Account Management - Analyst/ Associate

J.P. Morgan; Worcester (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

JP Morgan is seeking an Analyst/Associate in Prime Financial Services – Account Management to ensure high-quality client service and efficient account maintenance. You will escalate issues, manage communications, and liaise with multiple functions to support client needs and strategic goals.

The role requires at least 1 year of relevant experience, a Bachelor's degree, and strong English communication skills; proficiency in an Asian language is a plus.

Qualifications

• Bachelor's degree required.
• Minimum 1 year relevant experience.
• Fluent in English; proficiency in an Asian language preferred.
• Excellent communication and client service skills.

Responsibilities

• Oversee end-to-end Prime Brokerage client activities and act as escalation point for service-related tasks.
• Coordinate with Technology, Operations, Finance, Legal, Risk, and other lines of business.
• Provide client updates on industry developments and regulatory changes.
• Identify cross-selling opportunities aligned with client goals and JPMorgan capabilities.
• Lead client interactions, service reviews, and account planning; review balances, P&L, and cash management.
• Ensure compliance in KYC processes and risk escalation for overdrafts and unpaid bills.
• Assist with incremental account setups and liaise with Implementations for correct onboarding.

Skills

Client service

Communication

Excel proficiency

Time management

Attention to detail

Multitasking

English fluency

Cross-cultural communication

Education

Bachelor's degree

Tools

MS Excel

PowerPoint

Job description

Join our Prime Financial Services - Account Management Team, where you'll play a crucial role in delivering the highest standard of client service. Be part of a dynamic environment that values efficiency, quality, and client satisfaction, and take your career to new heights.

As a Analyst/ Associate in Prime Financial Services – Account Management, you will act as an escalation contact, ensuring all client service-related tasks are completed promptly with a high degree of quality and efficiency. You will manage incoming communications and paperwork related to account maintenance, ensuring clients' needs and expectations are met and analyzed to maintain agreed quality standards.

Job Responsibilities:

• Oversee clients' end-to-end Prime Brokerage activities and strategy across J.P. Morgan, serving as the point of escalation for all aspects of their accounts, including technology, operations, financing, reporting, legal, and risk.
• Navigate the firm on behalf of the client, liaising with Technology, Middle Office, Operations, Product Development, Technology Client Support & Integration, Transition, Finance, Legal, Risk, Credit, Compliance, and other Lines of Business.
• Stay informed about broader industry and regulatory developments and provide relevant updates to clients.
• Understand clients' short and long-term goals and develop cross-selling opportunities complementary to J.P. Morgan businesses.
• Manage day-to-day client interaction, leading service reviews, account planning, writing call reports, and following up on actions; review client balances, P&L, position and cash management, and any significant variances from the norm.
• Ensure all client issues and requests are managed within the Firm’s compliance, managing organic KYC processes and risk through close attention to client overdrafts and unpaid bills, escalating risk-related issues as required.
• Advise clients on and assist with incremental account setup and operational procedures, liaising with Implementations to ensure correct account setups, and record client interactions in the Service Portal.

Required Qualifications, Capabilities, and Skills:

• Minimum 1 year’s of relevant experience
• Bachelor’s degree
• Fluent in written and spoken English plus at least one Asian language.
• Strong verbal and written communication skills, with proven ability to negotiate.
• Attention to detail and accuracy, adaptability, and flexibility.
• Proven client service skills.
• Ability to manage multiple tasks and prioritize effectively.
• Good time management skills and ability to work to deadlines.
• Proficiency in Excel and PC skills.

Preferred Qualifications, Capabilities, and Skills:

• Demonstrates cultural sensitivity and awareness.

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.

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. Ensure exceptional client service and manage account-related tasks in Prime Financial Services.