Securities Services - Client Services and Solutions - Analyst

Posted 2 Days Ago
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Mumbai, Maharashtra
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Client Services and Solutions Analyst, you will manage end-to-end relationships with clients, serve as an escalation contact, prepare KPI reports, and implement process improvements for client satisfaction. You will also collaborate with various teams and develop expertise on products and invoicing processes.
Summary Generated by Built In

Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view.
Seize the chance to join our dynamic team as a Client Services and Solutions Analyst, where you'll manage end-to-end relationships with local and global clients in a fast-paced environment. You'll be the primary contact for all Securities Services related matters, partnering with Sales & Product to enhance and maintain client relationships. You'll also serve as the escalation contact across all Ops and Tech teams, understanding the client's operating model and providing effective solutions.
As a Securities Services - Client Services and Solutions - Analyst in our dynamic team, you will have the unique opportunity to manage end-to-end relationships with our local and global clients. You will be their primary contact on all Securities Services related matters, partnering with Sales & Product to improve and retain client relationships. You will also have the chance to enhance client experience and service by staying aware of the latest product, process, business, and market updates. This role provides an exciting opportunity to contribute to our team's growth and success while developing your skills and career.
Job Responsibilities :

  • Act as the end-to-end client service manager for global clients, resolving relationship and account level queries of clients/fund managers.
  • Serve as escalation point of contact for Ops teams across the product suite.
  • Stay aware of latest product, process, business, and market updates, liaising with Sales/Product to enhance client experience and improve service.
  • Prepare KPI and KRI reports for clients and internal stakeholders, including consolidated reporting: data gathering, analysis, and presentation of client scorecards and MIS.
  • Run standard/specific reports using JPMorgan and 3rd party systems, ensuring high service levels and minimal escalations, and collaborate with teams across regions for efficiency through automation.
  • Manage team governance and deliver business updates, supporting client-facing contacts with root cause explanations, and prepare MIS and ad-hoc reports for clients and internal partners.
  • Partner with Prod Dev on internal strategic initiatives and deliver management projects.
  • Implement process improvements to enhance efficiency and client satisfaction, enabling technology adoption within the team to reduce manual intervention.
  • Review invoices for accuracy and completeness, ensuring alignment with client delivery schedules and product offerings. Develop expertise on products and client specifics.
  • Identify and address gaps in the invoicing process, providing thematic analysis for strategic remediation, and manage risk & controls and internal project management initiatives.


Required qualifications, capabilities and skills:

  • Minimum 2 years of overall work experience
  • Excellent communication skills (Oral and written); Role involves extensive coordination with senior external and internal stakeholders across lines of businesses.
  • Strong attention to detail, problem solving, and effective escalation skills required.
  • Experience working with Microsoft Excel, PowerPoint, SharePoint, and Project.
  • Energetic self-starter with ability to navigate the firm proactively, collaborate and effectively partner with different teams and individuals.
  • Strong collaboration skills, able to work with many different individuals and partner effectively with different groups.


About Us
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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.

Top Skills

Excel
PowerPoint
Project
Sharepoint

What the Team is Saying

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Edwin T.
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Meng M.
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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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