Trade Lifecycle Analyst, Client Service
Trade Lifecycle Analyst, Client Service
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Elevate your career with JPMorgan Chase a top financial firm valuing innovation creativity and excellence.
As a Trade Lifecycle - Client Service Analyst within the Commercial Investment Banking business you will be responsible in providing superior client service and to ensure all operational controls are followed. You will partner with our clients as well as with our internal teams; Front Office Product Development Product Control Client Service Sales Corporate Actions and Technology. There will be continual opportunities to be involved with a variety of initiatives across the organization and to contribute towards a rapidly evolving environment
Job responsibilities:
- Manage external clients on all operational issues including: valuations collateral settlements documentation audit technology account set upand legal documentation client reporting trade bookings / issue resolution
- Define and execute agenda for external clients including best practice reviews KPIs surveys and STP rates
- Attend quarterly review meetings with external clients
- Coordinate with global partners in middle office and client service to help drive process improvements system changes and improve/maintain our client relationships
- Manage client queries ensuring they are investigated and resolved in a timely fashion
- Manage trade life cycle; allocations settlements corporate actions affirmations & regulatory reporting
- Identify opportunities for process improvement and work with the relevant partners to deliver to the business
- Apply MIS and trend analysis to identify the root cause and partner with internal teams to resolve the issue
- Work closely with external clients settlement teams and third party institutions to settle client trades
- Liaise with clients and internal teams to ensure timely and accurate trade capture
Required qualifications capabilities and skills:
- 3 year minimum experience in the financial services industry is required
- Excellent communication and interpersonal skills with the ability to develop strong working relationships with marketers external clients traders and other support teams
- Must be a self-starter with the motivation demonstration of initiative and ownership mentality to think outside of the box as necessary
- Skillset to properly escalate issues to management controls team and front teams.
- Team Player but also must be able to work independently
- Highly organized able to multi-task in a fast paced environment
- Positive Can Do attitude
- Ability to work under pressure
- Strong analytical and problem solving skills including the ability to understand the external clients perspective when applying solutions
- Creative problem solving with a focus on improving / maintaining client relationships and xceptional attention to detail
- Workingunderstanding of Equities and Fixed Income products; and their relevant process flows is required
Required Experience:
IC
Employment Type
Full-Time
