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Securities Services - Client Services Analyst

India

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.

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