Client Service Analyst

JOB DESCRIPTION

The OTC Rates & Credit Clearing team delivers global operational support for Prime Brokerage across a wide range of trading products in a fast-paced, evolving environment. You’ll find opportunities to learn, grow, and take on new responsibilities, with staff excellence recognized through career advancement and promotion.

As a Client Service Analyst on the OTC Rates & Credit Clearing team, you will act as the main contact for clients, handling inquiries, resolving issues, and ensuring smooth onboarding and ongoing support for OTC clearing products. In this role, you will collaborate closely with internal teams to deliver efficient trade processing, address exceptions, and enhance the overall client experience. Your primary responsibilities will focus on day-to-day client service controls, supporting OTC Rates & Credit Clearing clients.

Job Responsibilities:

• Serve as the end-to-end owner of OTC Rates & Credit Clearing trade and support processes, overseeing all aspects of Operations Service delivery and client training, and acting as the primary point of contact for clients regarding OTC Rates and Credit Clearing products.
• Effectively manage client inquiries, promptly resolve issues, and provide timely updates on trade status, clearing processes, and account management.
• Build and maintain strong relationships with high-profile and high-revenue clients, ensuring exceptional service and satisfaction.
• Collaborate with internal teams—including Operations, Technology, and Product—to facilitate seamless client onboarding and deliver ongoing support.
• Proactively monitor and address trade exceptions, reconciliation discrepancies, and reporting requirements to uphold the highest service standards.
• Identify and implement opportunities to enhance the client experience and drive process improvements within the clearing service function.
• Partner with clients to understand their business and service needs, validate requirements against service offerings, and implement effective support processes within the Client Service team.
• Investigate root causes of process inefficiencies and propose actionable solutions for continuous improvement.
• Lead user acceptance testing (UAT) and support the rollout of functionality that promotes Straight-Through Processing (STP).
• Encourage and maximize client utilization of self-service tools to improve efficiency and client satisfaction.
• Demonstrate a proactive approach to improving service offerings, challenging existing processes, and adapting quickly to new client demands. Exhibit strong organizational skills, intuition, and the ability to multitask in a high-pressure environment, with a results-oriented mindset.

Required qualifications, capabilities and skills:

• Extensive experience with OTC Credit and Rates derivatives products
• Solid understanding of the clearing business model
• Proven track record in client service
• Ability to perform effectively under pressure and meet tight deadlines
• Proficiency in Microsoft Office applications
• Skilled in leveraging data to develop metrics and generate reports

Preferred qualifications, capabilities and skills:

• Alteryx and VBA Macros experience 

Please note this role is not eligible for employer immigration sponsorship.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.