Client Services
| Company | JP Morgan Chase |
|---|---|
| Location | Newark, DE, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in Accounting, Economics, Business, Finance, or related field of study plus 5 years of experience in the job offered or as Client Services Sr Associate, Equities Sr Associate, Securities Processing Ops Analyst, Senior Tax Analyst, or related occupation
- Alternatively, a Master’s degree in Accounting, Economics, Business, Finance, or related field of study plus 3 years of experience in the job offered or as Client Services Sr Associate, Equities Sr Associate, Securities Processing Ops Analyst, Senior Tax Analyst, or related occupation
- Three (3) years of experience with working in middle office including provision of trade support, reconciliation, and client interaction
- Building and maintaining positive relationships with clients, ensuring a high level of client satisfaction and engagement
- Analyzing data and reports to identify issues, trends, and opportunities for improvement
- Using analytics tools to understand global markets and associated settlement risks
- Identifying, analyzing, and resolving trade discrepancies and breaks, as well as performing root cause analysis to prevent future issues
- Analyzing trading allocation and confirmation processes and recommending improvements for quality, control, and efficiency
- Monitoring and managing daily control reports and trade discrepancies
- Interacting with clients, sales traders, service providers, and operations staff
- Managing trade fails, including break resolution and trade repair
- Protecting a financial firm from transactional, reputational or cyber risk
- Back office operations, including equities, fixed income, and custody services
- US Domestic and International markets including settlement and claims processes
- Equity trade lifecycle and any of the various applications products involved in trade processing such as DTCC Alert, DTCC CTM, DTCC Tradesuite, DTCC Rad, Traiana Harmony, or NYFIX.
Responsibilities
- Perform daily reconciliations between Front Office, Stakeholders and Top tier Clients
- Reconcile discrepancies in client accounts by working closely with operations teams
- Ensure transactions are correctly matched in the systems and market
- Respond in a timely manner to Front Office – Trader’s and Client’s inquiries
- Create internal manuals for team members with market specifics and systems functionalities
- Contribute on projects and execute testing of system enhancements
- Partner with off-shore teams (Emea & Latam) to build strong relationships and coverage
- Contribute to the end-to-end process for USA Markers moving to T+1 cycle
- Assist with colleague’s queries and propose automation solutions
- Create internal manuals for team members with market specifics and systems functionalities
- Contribute to new joiner training
- Participate in recruiting events
Preferred Qualifications
-
No preferred qualifications provided.