Vista previa de la oferta
Custody Client Services - Associate
mid · Corporate Finance
Are you looking for an exciting opportunity to engage with clients and grow your career with one of the world’s largest financial institutions? This is an unique opportunity for you to join our Securities Services Operations team where we are in charge of delivering investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. The Custody Client Facing Team foster a close relationship with clients in order to learn about their requirements and expectations and proactively identify optimization opportunities.
As a Client Services Analyst/Associate, you will serve as the first point of contact for all post trade activities for the Global Custody business. This includes trade, cash, foreign exchange and asset servicing activities. You will provide a world-class service experience at every client touch point in the industry through measurable and proven service performance. As part of continuous improvement, you will also help the business identify client trends and streamline operational workflows through data analysis via financial technology tools and digital software.
Job responsibilities:
- Take care of the end to end query resolution raised by clients, which will include, but not be limited to Settlements and Corporate Actions, Tax and Income; this will involve detailed discussions/handholding with operations on processes and actions to be taken therein.
- Build relationships with clients to learn client behavior and requirements.
- Based on the client transactional data, you will identify client trends and behaviors, identifying key operational risk and control metrics, and contributing to the presentation of operational data metrics to the Custody business stakeholders as well as external client interactions.
- Drive resolution and management of client queries, leveraging internal teams globally and regionally as appropriate.
- Identify Service Requests and Service Delivery Issues for Client Services Account Managers to address; as well as any daily activities that may impact client satisfaction.
- Provide daily updates to clients through email and phone calls
- Attend client meetings and calls with Client Services Account Managers
- Monitor and provide resolution of risk indicators to ensure that both J.P. Morgan and the client are aware of any issues that may have an adverse financial or reputational impact
Required qualifications, capabilities, and skills:
- Professional working proficiency in Japanese and English language
- Bachelor’s Degree in Finance, Economics, Business, or relevant disciplines
- Strong focus in client service management, communication and delivery
- Effective communication and presentation skills
- Ability to be flexible, follow tight deadlines, organize and prioritize work
- Strong problem solving skills including taking the initiative to drive change and enhance controls
- Must have a control focused agenda, and a thorough grasp of program/project risk.
- Proactive in identifying and escalating issues
- Anticipate issues and proactively take initiatives to ensure results
- Self-starter and ability to learn quickly
Preferred qualifications, capabilities, and skills:
- At least 3 years of experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service and operation
- Strong financial markets product knowledge and grasp of the transaction lifecycle in Custody
- Extensive knowledge of financial markets and instruments, both domestic and global is an advantage
- Comprehensive knowledge of Global markets