Prime Financial Services – Account Management – Analyst

Join our Prime Financial Services team as an Analyst where youll play a crucial role in delivering the highest standard of client service. Be part of a dynamic environment that values efficiency quality and client satisfaction and take your career to new heights.

As an analyst Account Manager in Prime Financial Services you will act as an escalation contact ensuring all client service-related tasks are completed promptly with a high degree of quality and efficiency. You will manage incoming communications and paperwork related to account maintenance ensuring clients needs and expectations are met and analyzed to maintain agreed quality standards.

Job Responsibilities:

• Oversee clients end-to-end Prime Brokerage and clearing activities and strategy across J.P. Morgan serving as the point of escalation for all aspects of their accounts including technology operations financing reporting legal and risk.
• Navigate the firm on behalf of the client liaising with Technology Middle Office Operations Product Development Technology Client Support & Integration Transition Finance Legal Risk Credit Compliance and other Lines of Business.
• Stay informed about broader industry and regulatory developments and provide relevant updates to clients.
• Understand clients short and long-term goals and develop cross-selling opportunities complementary to J.P. Morgan businesses.
• Manage day-to-day client interaction leading service reviews account planning writing call reports and following up on actions; review client balances P&L position and cash management and any significant variances from the norm.
• Ensure all client issues and requests are managed within the Firms compliance managing organic KYC processes and risk through close attention to client overdrafts and unpaid bills escalating risk-related issues as required.
• Advise clients on and assist with incremental account setup and operational procedures liaising with Implementations to ensure correct account setups and record client interactions in the Service Portal.

Required Qualifications Capabilities and Skills:

• Minimum 1 years of relevant experience
• Bachelors degree or equivalent
• Strong verbal and written communication skills with proven ability to negotiate.
• Attention to detail and accuracy adaptability and flexibility.
• Proven client service skills.
• Ability to manage multiple tasks and prioritize effectively.
• Good time management skills and ability to work to deadlines.
• Proficiency in Excel and PC skills.

Preferred Qualifications Capabilities and Skills:

• Demonstrates cultural sensitivity and awareness.