Securities Services - Client Services Analyst

Reposted 20 Hours Ago
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Mumbai, Maharashtra
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Client Services Analyst, you will manage client relationships and reporting, work with product teams, and identify process improvements to enhance client satisfaction in a financial services environment.
Summary Generated by Built In
Job Description
J.P. Morgan's Corporate & Investment Bank is a global leader in banking, markets, and investor services, trusted by major corporations, governments, and institutions in over 100 countries. Our Securities Services division offers comprehensive solutions, including custody, accounting, and foreign exchange, to optimize efficiency and mitigate risk for institutional investors. The Client Service and Solutions team ensures seamless global service delivery and acts as a primary advisor on custody and fund services. By organizing clients into industry segments, we tailor our offerings to meet specific needs and foster strong, strategic partnerships. Join us to be part of a team that promotes innovation and excellence in financial services.
As a Client Services Analyst within the Client Service team, you will promote client relationships and help with end-to-end solutions for client requirements and escalations. You will manage reporting deliveries, work with onshore stakeholders to create efficiency and enhance client experience, and liaise with multiple product teams to consolidate information required for clients. You will also identify and implement process improvement opportunities, perform functions related to risk and quality control, support client-focused projects, and assist in coordinating activities with global operations and middle office teams.
Job responsibilities:
  • Promote Client relationships and help with end to end solutions for client requirements/escalation
  • Manage reporting deliveries and work with onshore stakeholder to create efficiency and/or enhance client experience
  • Work with global senior leaders to provide update on the wider organization's initiatives
  • Liaise with multiple product teams e.g. Fund Accounting, Performance Reporting, etc. to consolidate the information required for clients
  • Identify and implement process improvement opportunities that significantly enhance efficiency, quality and client satisfaction
  • Perform functions related to risk and quality control including; entitlements and dormant account reviews, fee billing audits, billing receivables, list preparation, client onboarding, account closings, outstanding tax documentation and reclaims, standing instructions, etc.
  • Support Client Service team on client focused projects as well as internal/business transformation initiatives.
  • Assist in coordinating activities with the global operations and middle office teams based in the Americas, EMEA and APAC to manage clients

Required qualifications, capabilities & skills:
  • MBA/ Post Graduate/ Graduate with client servicing or Client facing experience in financial industry
  • Strong presentation and analytical skills, speaking and oral skills are a prerequisite
  • Is able to summarize, simplify and communicate detailed and complex information to a broad range of team members across the seniority spectrum, whether verbally or written
  • An understanding of the major financial markets and securities
  • Compliance mindset with a strong understanding of risks associated with the broad array of services offered
  • Knowledge of Microsoft Word, Excel & Power Point

About Us
JPMorganChase, 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
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.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word

What the Team is Saying

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Lupe C.
Edwin T.
Dawn T.
Meng M.
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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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