Swap Middle Office Client Service Analyst

JPMorgan Chase & Co. • New York, NY

7d

About The Position

If you want to be instrumental in delivering unparalleled customer service and operational excellence, as well as bring a detailed eye for control and STP improvements, you have found the right team.
As a Client Service Swap Middle Office member within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing complex client inquiries on trade, financing, dividend and tax breaks, processing transactions, and troubleshooting issues, all while identifying opportunities to improve STP and control. You will apply your knowledge of our products and services to resolve issues and enhance client relationships and will be responsible for planning in person client visits. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of risk and control items.

Requirements

• Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
• Strong sense of urgency for time sensitive trade breaks, cashflow settlements, financing breaks and dividend queries.
• Ability to communicate exceptionally with high pressure internal stakeholders in Front Office Sales & Trading as well as external sensitive clients.
• Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
• Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.

Nice To Haves

• Proficient in Microsoft Excel, ability to reconcile large sets of data, vlookup, pivot tables.
• 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

• Understand and manage risk & controls related to the life cycle of equity swaps.
• Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.
• Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
• Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed