Client Service Analyst

JOB DESCRIPTION

Join our Fund Accounting Operations Service Delivery Team in India and become the key point of contact for client inquiries and reporting. Lead client meetings, monitor KPIs, and deliver top-tier service in a dynamic, client-focused environment. Your proactive approach will drive our commitment to operational excellence and client satisfaction.

As an Operations Service Delivery Associate within the Fund Accounting Operations Service Delivery Team in India, you manage all client inquiries related to Fund Accounting operations, client reporting, and reconciliation governance. You lead and participate in client meetings and calls, monitor client KPIs, and ensure exceptional service delivery. You proactively address challenges and maintain high standards of operational excellence.

Job Responsibilities 

• Manage group email boxes and SharePoint queues to resolve queries promptly
• Oversee daily activities, ensuring compliance with SOPs and client deadlines
• Coordinate with operations and clients to resolve reconciliation breaks
• Engage in client calls and meetings to facilitate effective communication
• Implement strategies to maintain response quality and prevent case reopening
• Provide timely MIS reports and KPIs to stakeholders
• Collaborate with partner sites for external deliveries and status updates
• Address accounting-related queries from stakeholders efficiently
• Monitor and maintain KPIs for aged breaks as per client SLAs
• Ensure adherence to service delivery standards and client satisfaction
• Support continuous improvement initiatives within the team

Required Qualifications, Capabilities, and Skills 

• Demonstrate knowledge of Fund Accounting operations, including NAV Validation, Income, Corporate Actions, Expenses, CapStock, Trades, or Derivatives
• Exhibit enthusiasm for learning new processes and achieving results
• Challenge the status quo and handle escalations effectively
• Build key internal relationships across locations with strong management skills
• Review documents with attention to detail and analytical capability
• Communicate clearly with internal and external stakeholders
• Adapt to changing priorities and deliver high-quality service

Preferred Qualifications, Capabilities, and Skills

• Leverage experience in client reporting and reconciliation governance
• Utilize advanced knowledge of MIS reporting and KPI monitoring
• Collaborate with global teams for best practice sharing
• Support process automation and efficiency improvements
• Engage in continuous professional development
• Drive innovation in service delivery strategies
• Manage multiple tasks in a fast-paced environment

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.