Job Description
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
Job summary:
As an Analytics Solutions Associate in Prime Financial Services, you will be responsible for offering a full spectrum of services cross-asset class financing, including portfolios of Cash Securities, Fixed income, Synthetics, Securities Lending and Bespoke Financing solutions across the Prime Brokerage business. You will execute the full Onboarding, monitoring of the Trade Life Cycle, Trade Reporting and provide a top tier Client Service to our Internal & External clients.
Job Responsibilities:
- Prime Prematching team of business-aligned support teams to follow up on any unmatched or failed trades for clients trading across markets.
- Ensure supporting all Pre-matching & Fails management related activity and perform all BAU related activities (Pre-matching) in accordance with agreed SLA.
- Collaborate with various internal and external counterparts and maintain stringent controls in daily trade matching activities across various markets.
- Develop and execute a comprehensive client service strategy that aligns with the organization's overall goals and objectives, enhancing client satisfaction and retention.
- Lead and manage the Client Service team, fostering a culture of excellence, collaboration, and continuous improvement.
- Oversee the delivery of client services, ensuring that client inquiries, issues, and requests are handled efficiently and effectively.
- Build and maintain strong relationships with key clients, acting as an escalation point for critical issues and ensuring their needs are met.
- Collaborate with executive leadership and cross-functional teams to identify opportunities for improving service delivery and client experience.
- Monitor and analyze client service metrics and feedback to identify trends and areas for improvement, and implement corrective actions as needed.
- Drive the adoption of best practices in client service processes, tools, and technologies.
- Prepare and deliver regular reports on client service performance and strategic initiatives to executive leadership, and stay informed about industry trends, emerging technologies, and best practices in client service to maintain a competitive edge.
Required qualifications, capabilities and skills:
- Bachelor's degree or above in Finance/Operations
- Min 7 years of experience in in reconciliation team to have good understanding of in Pre-matching, Settlements, Fails management, payments, break management
- Managing 5+ team member for minimum 2 years
- Sound knowledge of intelligent automation toolkit: Alteryx, Tableau, UiPath, Xceptor
- Strong quantitative, analytical, and problem-solving skills. Positive attitude and demonstrate intellectual curiosity
- Extensive experience in client service or customer support, with a proven track record of leadership and strategic impact.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and team members.
- Strong problem-solving skills and the ability to handle challenging situations with professionalism and empathy.
- Detail-oriented with strong organizational and multitasking abilities.
- Ability to work independently and as part of a team 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.
