Client Service Associate

As a Client Service Associate in the Asset Servicing team, you will act as interface directly between the client and the wider corporate actions and income functional teams, providing query/issue resolution and enabling the smooth processing of all events. Voluntary event management will be a particular focus, ensuring clients are notified of short fuse/non-standard details to mitigate our risk and enhance their service.,

• Builds and maintains strong relationships with clients, providing timely and accurate responses to queries


• Ensures 100% of Corporate Action election responses are received and onward processed


• Performs daily identification of event management opportunities / high risk events


• Carries out proactive co-ordination with the team and client to minimize risk


• Assists with resolution of cash and stock breaks and exceptions


• Liaises with agent banks and custodians to improve processes and client experience


• Understands the control environment, maintain and monitor KPIs, completion of daily checks etc


• Escalates quickly to managers when issues arise


• Assists with team and departmental projects and task automation


• Works closely with Technology, Product and Operations partners to deliver change projects
  
  Full lifecycle Corporate Actions processing knowledge, ideally gained within an Investment Manager, Global Custodian or Prime Brokerage environment


• Client Service experience, with the ability to face off to very demanding stakeholders, managing their expectations


• Experience of Operational areas (Trade Support, Cash and Reconciliations) within a large financial institution


• Good balance between analytical skills and interpersonal skills


• Excellent problem-solving skills to identify, understand and address operational and technical issues


• Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives


• Motivated and able to deliver with minimal supervision, whilst working effectively in a team


• Candidate must have a control focused agenda, and understand all potential impacts internally and to the client


• Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations


• Self-starter with ability to learn quickly


Preferred qualifications, capabilities, and skills

• Strong knowledge of asset servicing (corporate actions and income)


• Financial markets product knowledge and understanding of the transaction lifecycle


• Knowledge of project methodologies useful


• Working knowledge of Microsoft Excel, Word, Power Point
  
  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.

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.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.