Job Description
Are you looking for an unique opportunity to advance your in depth knowledge of banking operations and contribute to a growing international business in a fast paced and innovative environment? This is the right role for you if you want to work in the Investment Middle Office Services team where we provide a complete suite of investment operations outsourcing services for institutional asset managers. Our services encompass all asset management activities post-trade execution, allowing asset managers to focus on their core competencies of managing assets and client relationships.
As a Client Service Associate in the Investment Middle Office Services team, you will be the single-point-of-contact for all client interactions including query management, escalations and projects to help client navigating the firm. You will partner with our internal stakeholders to ensure all client Service-level Agreements (SLAs) are met with high standard of services, monitoring resiliency and focusing on trend analysis and process improvement.
Job responsibilities:
- Manage all incoming and outgoing client queries across a varied range of products including but not limited to equities, fixed income, foreign exchange, derivatives and collateral.
- Partner with offshore teams to ensure that all daily, weekly, monthly client SLAs are met.
- Perform daily oversight checks on key tasks performed by offshore processing hubs and assist with escalations.
- Host and/or attend client meetings both in person and on the phone. Attendance and participation in forums hosted and run by third parties. Involvement in new client and product launches to ensure operational readiness for support.
- Perform trend analysis to identify opportunities for process improvement and enhanced control. Monitoring market changes and partner with internal/external stakeholders to adapt to these changes.
- Improve operational efficiency and effectiveness by automating the processes when applicable.
- Produce key client reporting requirements against SLAs and client expectations, internal metrics collation, Incident Reporting and Client Operational Review deliveries.
Required qualifications, capabilities, and skills
- At least a Bachelor's Degree in Business, Finance, or related disciplines
- Minimum 3 years' experience in markets as trade/marketing support or related securities services business line with a focus on client service
- Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody business
- Subject matter expertise in Equities, Fixed Income, Cash Markets, Over-the-Counters (OTCs), Exchange Traded Derivatives and general trade lifecycle
- Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
- Candidate must have a control focused agenda, and a thorough understanding of program/project risk
- As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent J.P. Morgan in front of clients
- Excellent written communication and presentation skills are required
Preferred qualifications, capabilities, and skills
- Fluency in Japanese language would be a plus
- Comprehensive understanding of Asia Pacific markets
About Us
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.
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.
