Job Description
Are you looking for an exciting opportunity to engage with clients and grow your career with one of the world's largest financial institutions? This is a unique opportunity for you to join our Securities Services Operations team where we are in charge of delivering investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets.
As a Client Servicing Manager within Custody Operations, you will serve as the first point of contact for all post trade activities for the Global Custody business. This includes trade, cash, foreign exchange and asset servicing activities. You will provide a world-class service experience at every client touch point in the industry through measurable and proven service performance. As part of continuous improvement, you will also help the business identify client trends and streamline operational workflows through data analysis via financial technology, AI tools and digital software.
Job responsibilities:
- Manage the Custody Client Operations Client Facing Team who services APAC based clients with global investment portfolio, client based primarily in Hong Kong, China and South East Asia.
- Be responsible for the E2E 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.
- Create resolution and manage escalations leveraging internal teams globally and regionally as appropriate.
- 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 senior management, business stakeholders and support client interactions.
- Leverage technology, 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.
- Monitor 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.
- As a people manager, includes setting objectives, building the culture and career development plan.
Required qualifications, capabilities, and skills
- Bachelor's degree in Finance, Economics or other related disciplines
- Minimum 8 years' experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service & operations.
- 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.
- Candidate must have a control focused agenda, and a thorough understanding of program/project risk.
- Anticipate issues and proactively drive initiatives to ensure results.
- Self-starter and ability to learn quickly.
Preferred qualifications, capabilities, and skills
- Managerial experience in managing operational teams.
- As this role will have regular client facing involvement and engagement with senior staff in all areas of Securities Services, the person in this role 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.
- 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
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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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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