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Custody Operations - Client Services Associate

Aumni

Aumni

This job is no longer accepting applications

See open jobs at Aumni.See open jobs similar to "Custody Operations - Client Services Associate" NEXT Frontier Capital.
Customer Service, Operations
Kowloon, Hong Kong
Posted on Sep 27, 2024

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 an unique opportunity for you to join our Securities Services Operations team where we are responsible for delivering investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. The Custody Client Operations Team foster a close relationship with clients in order to understand their requirements and expectations and proactively identify optimization opportunities.

As an Client Services Analyst/Associate in the Custody Client Operations Team, 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 and achieve quality leadership 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 tools and digital software.

Job responsibilities:

  • Be responsible for the end to end query resolution raised by clients, which will include, but not be limited to Settlements and Corporate Actions, Tax and Income; this will involve detailed discussions/handholding with operations on processes and actions to be taken therein.
  • Build relationships with clients to understand client behavior and requirements.
  • Analyze client transactional data in order to identify client trends and behaviors, identifying key operational risk and control metrics, and contributing to the presentation of operational data metrics to the Custody business stakeholders as well as external client interactions.
  • Drive resolution and management of client queries, leveraging internal teams globally and regionally as appropriate.
  • Identify Service Requests and Service Delivery Issues for Client Services Account Managers to address; as well as any daily activities that may impact client satisfaction.
  • Provide daily support/updates to clients through email and phone calls
  • Attend client meetings and calls with Client Services Account Managers
  • Monitor and provide 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

Required qualifications, capabilities, and skills:

  • Bachelor’s Degree in Finance, Economics, Business, or relevant disciplines
  • At least 5 years of relevant experience in financial services industry
  • Strong focus in client service management, communication and delivery
  • Effective communication and presentation skills
  • Ability to be flexible, follow tight deadlines, organize and prioritize work
  • Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
  • Must have a control focused agenda, and a thorough understanding of program/project risk.
  • Proactive in identifying and escalating issues
  • Anticipate issues and proactively drive initiatives to ensure results
  • Self-starter and ability to learn quickly

Preferred qualifications, capabilities, and skills:

  • Experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service and operation
  • Mandarin language skills would be a plus
  • Willing to make business travels when needed
  • Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody
  • Extensive knowledge of financial markets and instruments, both domestic and global is an advantage
  • Comprehensive understanding of Global markets

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.

This job is no longer accepting applications

See open jobs at Aumni.See open jobs similar to "Custody Operations - Client Services Associate" NEXT Frontier Capital.
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