Trade Lifecycle Analyst, Client Service
JP Morgan
Elevate your career with JPMorgan Chase, a top financial firm, valuing innovation, creativity, and excellence.
As a Trade Lifecycle - Client Service Analyst within the Commercial Investment Banking business, you will be responsible in providing superior client service and to ensure all operational controls are followed. You will partner with our clients, as well as with our internal teams; Front Office, Product Development, Product Control, Client Service, Sales, Corporate Actions, and Technology. There will be continual opportunities to be involved with a variety of initiatives across the organization and to contribute towards a rapidly evolving environment
Job responsibilities:
Manage external clients on all operational issues including: valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation, client reporting, trade bookings / issue resolutionDefine and execute agenda for external clients, including best practice reviews, KPIs, surveys, and STP ratesAttend quarterly review meetings with external clients Coordinate with global partners in middle office and client service to help drive process improvements, system changes and improve/maintain our client relationshipsManage client queries, ensuring they are investigated and resolved in a timely fashionManage trade life cycle; allocations, settlements, corporate actions, affirmations & regulatory reporting Identify opportunities for process improvement and work with the relevant partners to deliver to the businessApply MIS and trend analysis to identify the root cause and partner with internal teams to resolve the issueWork closely with external clients, settlement teams and third party institutions to settle client tradesLiaise with clients and internal teams to ensure timely and accurate trade capture
Required qualifications, capabilities and skills:
3 year minimum experience in the financial services industry is requiredExcellent communication and interpersonal skills with the ability to develop strong working relationships with marketers, external clients, traders and other support teamsMust be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessarySkillset to properly escalate issues to management, controls team and front teams.Team Player, but also must be able to work independentlyHighly organized, able to multi-task in a fast paced environmentPositive “Can Do” attitudeAbility to work under pressureStrong analytical and problem solving skills, including the ability to understand the external client’s perspective when applying solutionsCreative problem solving with a focus on improving / maintaining client relationships and xceptional attention to detailWorking understanding of Equities and Fixed Income products; and their relevant process flows is required
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