Client Service

Posted 22 Days Ago
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Mumbai, Maharashtra
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Service role at JPMorgan Chase & Co. involves managing group email boxes, ensuring timely resolution of client queries, participating in client calls and meetings, providing MIS and KPIs, and improving processes. Strong communication, Fund Accounting operations knowledge, management skills, and attention to detail are essential for success in this role.
Summary Generated by Built In

Job Description
As a Client Service in our Fund Accounting team, you will manage group email boxes and SharePoint queues, review day-to-day activities, participate in client calls and meetings, provide timely MIS and KPIs, and ensure all risk and control checks are in place. You will have the opportunity to improve processes, manage initiatives, and build key internal relationships across locations.
Job Responsibilities:
• Manage group email boxes and SharePoint queues to ensure queries are resolved / responded to within a timeframe and manner sensitive to the urgency of the event, thereby ensuring that internal / external client satisfaction is maintained.
• Review of day to day activities (Client reporting, instructions etc) in accordance of SOPs and within agreed client deadlines & SLA's.
• Reconciliation break management- Co-ordinate with operations and clients to ensure breaks are resolved in timely manner. Maintain aged breaks related KPIs as per client SLAs
• Participate in client calls and meetings.
• Execute forward thinking to maintain response quality and completeness to prevent case reopening.
• Provide timely MIS and KPIs to internal and external stakeholders as and when required.
• Liaise with partner sites for external deliveries and communicate status effectively and in a timely manner. Interaction with stakeholders to respond to any accounting related queries that may arise.
• Recognize and act on opportunities to improve processes including developing and making recommendations for change and encourage the team to come with ideas for efficiency.
• To ensure all the risk and control checks are in place and team adhere and follow all required checklists and SOPS. Liaise with OCM (internal control) team on any issues that arise that need to be reviewed.
Required Qualifications, Skills and Capabilities:
• Have excellent written and verbal communication skills.
• Should have strong knowledge and understanding of Fund Accounting operations across various functions such as NAV Validation, Income and Corporate action processing, Expenses, CapStock, Trades, Derivatives etc. Have experience in at least one of these domains.
• Result oriented and highly enthusiastic to learn new processes.
• Being open to challenge status quo and able to effectively handle internal and external escalations.
• Be able to demonstrate strong management skills and ability to build key internal relationships across locations.
• Strong attention to detail in review of documents and analytical review capabilities in relation to Fund Accounting numbers & reporting.
About Us
JPMorgan Chase & Co., 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 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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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