Client Service Analyst Soft Dollar Support
Aumni
Client Service Analyst Soft Dollar Support
Job Information
- Job Identification 210647009
- Job Category Client Service Delivery
- Business Unit Commercial & Investment Bank
- Posting Date 08/07/2025, 06:26 PM
- Locations 383 Madison Ave, New York, NY, 10179, US
- Job Schedule Full time
Job Description
As a Client Service Delivery Analyst within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies.
Job responsibilities
- Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.
- Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
- Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.
- Reconcile and manage trades, including coordination of payments to vendors on behalf of CSA clients.
- Manage trade exceptions and partner with other Middle Office and Front Office teams globally to resolve issues.
- Perform a variety of daily control functions and identify process weaknesses, working with technology teams to implement solutions.
- Create adhoc reports for MO and FO management.
- Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
- Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
- Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.
- Understanding of the JPM Equity business, infrastructure, trade flows, and control environment.
- Excellent communication and interpersonal skills, with the ability to partner with teams across Operations, technology, finance, and the front office.
- Experience in Microsoft Excel.
- Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
- Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
- Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
- Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.
- Strong analytical and problem-solving skills, with the ability to multitask and work under pressure, prioritizing duties according to risk and client profiles.
Background in operations .
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans