Client Service Representative Analyst (part-time)

Posted Yesterday
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Bournemouth, Dorset, England
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Client Service Representative Analyst, you will enhance client services and improve productivity by handling collateral management tasks, generating reports, answering client queries, and resolving disputes. You will work with Hedge Funds and Asset Managers, collaborating internally with various teams to ensure effective client service.
Summary Generated by Built In

Job Description
Are you enthusiastic about client experience and being a team player? Then explore our part-time opportunity!
As a Client Service Representative Analyst in Collateral Services team, you will help drive our clients' business forward, while getting a behind-the-scenes look at how our own businesses run, you'll work on implementing new ideas to improve and enhance our client services - driving increased productivity and efficiencies for our clients and the firm. You will primarily deal with the banks priority buy-side clients (Hedge Funds, Investment Advisors/Asset Managers) and partners internally with various Marketers/Salespeople, Prime Brokerage, Credit Executives, Middle Offices and other line of Business Operations Teams.
The Collateral Services team provides a controlled environment for the mitigation of counterparty risk via the monitoring and collection of collateral for the CIB trading businesses including; Fixed Income, FX, Equity Derivatives, Credit Derivatives, Commodities, Prime Brokerage and Fixed Income Repo. Key objectives of this team are to provide clients with the option of receiving single consolidated reporting/statements, a single funding point for settlement activity and a single point of contact for supporting daily activity across Derivatives/Repo Collateral Management teams.
Job responsibilities

  • Generates collateral statements and sends calls to clients for both standard and non-standard agreements
  • Follows up timely of all calls made by JPMorgan
  • Answers of incoming collateral calls sent by clients comparing them to JP Morgan's exposure
  • Agrees on the amount and type of collateral to be moved. I.e. Cash or securities as well as follows up on any counterparty fails.
  • Provides timely resolution of incoming queries regarding a client's portfolio, escalation of issues, reconciliation and dispute resolution with regards to disputes or credit sensitive customers
  • Prepares agreements of coupons due on securities held as collateral & processing of month end tasks including the agreement of interest on any cash collateral held/delivered
  • Participates in projects, testing to ensure JPM operating infrastructure continues to be enhanced and developed to meet the business needs (Occasional weekend testing support may be required)


Required qualifications, capabilities, and skills

  • External client services experience or similar experience interacting with senior or demanding internal clients, with strong client communication skills and a strong ability to build client relationships
  • A high level of accuracy and attention to detail is required, with the ability to work with minimal supervision in a methodical and organized manner and to follow procedures
  • Must be highly numerate with good keyboard skills and proficiency in core systems (Outlook, Excel, and Word)
  • Ability to work as part of a team and be flexible during busy periods, such as month-end, with a self-motivated and flexible approach to working hours
  • Ability to work effectively across diverse cultures, collaborating with high-performing teams and individuals throughout the firm to accomplish common goals
  • Ability to comply with relevant policies, controls, regulations, and escalation protocols
  • Ability to manage client requests accurately and within defined timelines/SLAs
  • Ability to build working-level awareness of digital operations tools by leveraging the firm's online and classroom training
  • Proactively identify areas for improving process quality, control, and productivity


Preferred qualifications, capabilities, and skills

  • Working knowledge of Repo and/or OTC (over-the-counter) Derivatives Collateral Management and supporting Legal documentation (E.g. ISDA, GMRA) is advantageous


About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Top Skills

Excel
Outlook
Word

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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