JOB DESCRIPTION
You will be part of a team delivering client transactional support functions for OTC Credit & Rates cleared products. The primary functions will focus on day to day client trade inquiries supporting our clients.
As a Client Service analyst within the OTC Credit & Rates team, you will be employed as a cross product client service operations representative and will have extensive client interaction as well as opportunities to develop a deep understanding of products, internal systems, processes and support teams. You will need to have a clear understanding of trade flow management, knowledge of the confirmation, settlement, and fails for credit and rates. Additionally, as the client service and clearing agenda is complex and challenging, you will be expected to play key roles in refining existing procedures, developing new processes, defining requirements for new products or industry initiatives and identifying new opportunities to improve the overall function. Your role will require daily interaction with clients, globally located middle office & operations groups and frequent interaction with technology and project delivery teams.
Job responsibilities
- Responsible for end to end ownership of the Credit & Rates trade capture and support process which includes coordinating all aspects of delivering best-in-class Operational Service to clients.
- Partnering with clients to understand business and service needs, help define and track client service metrics and onboard new 'Business As Usual' services and capabilities for existing relationships / accounts to meet client evolving needs.
- Responsible for maintaining relationships with high profile and/or high-revenue generating client
- Share your knowledge and become a mentor to help your team succeed.
- Work independently and in a team environment to maximize productivity in a most efficient manner.
- Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement.
- Build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client.
Required qualifications, capabilities and skills
- Strong experience of OTC Credit & Rates derivatives products
- Understanding of the clearance business model
- Excellent verbal and written communication skills.
- Strong MS Office skills (Word, Excel and Powerpoint)
- 3 plus years of experience in customer service, operations or related field
- Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
- Ability to use data to create metrics and reporting
Preferred qualifications, capabilities and skills
- Alteryx, Microsoft Excel Macro/ VBA experience a plus
- Team player but can operate without direction.
- Possess initiative and problem-solving ability
- Prime Brokerage or Client Services background desirable
- Work experience primarily in banking or the financial service industry
ABOUT US
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.