Client Service Associate I
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Posted on:
Yesterday
Vacancies:
1 Vacancy
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Job Summary
Join a global leader in Equities Operations where we empower clients to trade cleared products seamlessly through exchanges and central counterparties.
Be part of a team that delivers comprehensive clearing margin and client service solutions across multiple markets and currencies. Job Summary
As a Client Service Representative within the Cleared Margin Client Service Team in Prime Financial Services you play a key role in managing margin settlements for Futures & Options and OTC Cleared Products in the Equities Markets department. You will collaborate with a global team across Bangalore Bournemouth Chicago and Singapore handling both client service and operational responsibilities. Your work ensures the mitigation of counterparty risk and supports a controlled environment for CCP trading cleared activity.
Job Responsibilities
- Book client-agreed margin and respond to incoming margin calls by comparing requests to JP Morgans exposure and agreeing on asset movements.
- Follow up on counterparty failed settlements and investigate disputed margin requirements.
- Assess and authorize margin calls settlements and adjustments for both Futures & Options and OTC Cleared Products ensuring accuracy and compliance.
- Evaluate margin requests against exposure and risk parameters escalating discrepancies or concerns according to regulatory and internal guidelines.
- Ensure all margin approvals adhere to relevant regulations and internal policies participating in periodic reviews and audits.
- Resolve incoming queries regarding client portfolios including trade breaks interest calculations commissions and eligibility.
- Escalate issues accurately and appropriately in line with regulatory requirements.
Required Qualifications Skills and Capabilities
- Demonstrate 8 years of external client services experience or similar experience interacting with senior internal clients and building effective relationships with diverse stakeholders.
- Possess working knowledge of OTC derivative products Futures and Options or a similar background.
- Exhibit a high level of accuracy attention to detail and strong numeracy skills with proficiency in Outlook Excel and Word.
- Communicate confidently with clients and stakeholders delivering feedback and adhering to strict deadlines and procedures.
Preferred Qualifications Skills and Capabilities
- Display strong risk and control awareness with the ability to challenge stakeholders when necessary.
- Show proven ability to work under pressure and meet strict deadlines.
- Act as a dynamic and proactive team player contributing to team efficiency.
- Apply strategic thinking and problem-solving skills to develop solutions and implement process improvements.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
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 ov ... View more
