Client Service Analyst

Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (IBOR) and Trade Services, and Reconciliations then this is the role for you.

As a Client Service Analyst in the Investment Middle Office Services - Client Operations team, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.  

Job Responsibilities

• Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery

• Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services

• Communicate escalation of issues, service updates, and progress updates for the Client or across internal partners.

• Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client

• Build solid  and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams

• Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery

• Provide  oversight and ownership  of the IBOR, Reconciliations and transaction lifecycle management

Required qualifications, capabilities, and skills

• Excellent client facing skills & communication style, comfortable dealing with key clients

• Understanding of investment Operations, Trade Services, IBOR, Recon.

• Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload

• Excellent problem solving skills to identify, understand and address operational and technical issues

• Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives

• Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations

• Self-starter with ability to learn quickly

Preferred qualifications, capabilities, and skills

• Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.

• Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.

• Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.

• Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.

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

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.