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Custody Operations - Client Service Associate
Salary undisclosed
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- Be responsible and accountable to handle end to end query resolution raised by clients. These queries will include, but not be limited to Settlements, Corporate Actions, Tax and Income. Involved in detailed discussions/handholding.
- Build strong relationships with clients to understand their behavior and requirements.
- Partner with client service account managers in analysis of service requests and service delivery Issues as well as any daily activities that may impact client satisfaction. Attend client meetings.
- Analyze client transactional data, identify trends, behaviors, key risk and control metrics; present data metrics to business stakeholders and support client interactions.
- Leverage technology, automation intelligent (AI) and digital tools to identify and deliver client and operational efficiencies.
- Partner with client service account managers in analysis of service requests and service delivery Issues as well as any daily activities that may impact client satisfaction.
- Monitoring and 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.
- Bachelor's Degree in Finance, Economics, Business, or relevant disciplines
- Minimum of 5 years' experience in Trade Management, Cash, and/or Asset Servicing with a Custodian or Prime Broker with a focus on client service and operations related responsibilities
- Strong focus in client service management, communication, and delivery
- Ability to work closely with business partners and interact with all staff levels
- Ability to be flexible, follow tight deadlines, organize, and prioritize work
- Strong analytical and problem-solving skills, taking initiative to drive change and enhance controls
- Ability to manage through a changing business landscape
- Maintain a control focused agenda, and a thorough understanding of program/project risk
- Anticipate issues and proactively drive initiatives to ensure results
- As this role will have regular client facing involvement and engagement with senior staff in all areas of Securities Services, you must be confident, articulate and able to represent J.P. Morgan in front of clients. Strong oral and written communication and presentation skills are required.
- Self-starter and ability to learn quickly
- Proactive in identifying and escalating issues
- Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody
- Extensive knowledge of financial markets and instruments, both domestic and global
- Comprehensive understanding of Global markets
- Proficiency in Asian language skills, such as Bahasa Malaysia, Mandarin, and/or Thai will be an advantage to communicate and deal with clients in Malaysia, China, and Thailand