Client Service Analyst
About The Position
Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (IBOR) and Trade Services, and Reconciliations then this is the role for you. As a Client Service Analyst in the Investment Middle Office Services - Client Operations team, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR). Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
Requirements
- Excellent client facing skills & communication style, comfortable dealing with key clients
- Understanding of investment Operations, Trade Services, IBOR, Recon.
- Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
- Excellent problem solving skills to identify, understand and address operational and technical issues
- Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
- Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
- Self-starter with ability to learn quickly
Nice To Haves
- Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
- Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
- Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
- Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.
Responsibilities
- Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
- Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services
- Communicate escalation of issues, service updates, and progress updates for the Client or across internal partners.
- Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
- Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
- Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
- Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
