J.P. Morgan Custody Operations team partners with clients and other operation teams within the firm to provide a wide range of global custody services to support global investors' investment activities. If you enjoy client facing roles and are keen on building strong career in this field, J.P. Morgan Custody operation team is the perfect fit for you! As a part of the team member, you will be gaining experience in (Specific to the role) and advocating the continuous improvement of services in a dynamic environment at J.P. Morgan.
As a Custody Client Operations - Analyst/Associate in the Custody Client Facing Team, you will serve as the first point of contact for all post trade activities for the Global Custody business. This includes trade, cash, foreign exchange, and asset servicing activities. Our mission is to provide a world-class service experience at every client touch point and achieve quality leadership in the industry through measurable and proven service performance.
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The team fosters a close relationship with clients in order to understand their requirements and expectations and proactively identify optimization opportunities. You will meet with clients through service reviews and host trainings on a regular basis.
As part of continuous improvement, you will also help the business identify client trends and streamline operational workflows through data analysis via financial technology tools and digital software.
Job responsibilities
- Ensure full accountability for the end-to-end query resolution raised by clients. These queries will include, but not be limited to Settlements and Corporate Actions, Tax and Income. This will involve detailed discussions/handholding with operations on processes and actions to be taken therein.
- Building relationships with clients to understand client behavior and requirements.
- Analyze client transactional data in order to identify client trends and behaviors, identifying key operational risk and control metrics, and contributing to the presentation of operational data metrics to the Custody business stakeholders as well as external client interactions.
- Drive resolution and management of client queries, leveraging internal teams globally and regionally as appropriate.
- Identify Service Requests and Service Delivery Issues for Client Services Account Managers to address; as well as any daily activities that may impact client satisfaction.
- Maintain daily contact with clients with clients by email and phone calls. Attend client meetings and calls with Client Services Account Managers
- Monitoring and resolution of risk indicators to ensure that both J.P. Morgan and the client are aware of any issues that may have an adverse financial or reputational impact.
Required qualifications, capabilities, and skills
- University degree
- Minimum 5+ years of experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service and operations. Analyst level requires less experiences
- Strong focus in client service management, communication and delivery. Strong oral and written communication and presentation skills are required.
- Ability to be flexible, follow tight deadlines, organize and prioritize work
- 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. Proactive in identifying and escalating issues
- Anticipate issues and proactively drive initiatives to ensure results. Self-starter and ability to learn quickly
- TW Trust License and Financial Markets and Professional Ethics License is a must
Preferred qualifications, capabilities, and skills
- Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody and/or
- Extensive knowledge of financial markets and instruments, both domestic and global is an advantage
- Comprehensive understanding of Global 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
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.