Securities Services - Client Service & Solutions - Associate
Location
Mumbai | India
Job description
Job Description
Posting Description :
The Client Service and Solutions team has overall accountability for managing the end to end relationship of our local and global clients. We are their primary contact on all Securities Services related matters. We partner with Sales & Product in improving and retaining client relationships, while maintaining a strategic understanding of the client’s operating model and offering effective solutions. We are the escalation contacts for our clients across all Ops and Tech teams – those teams manage day to day client queries while we manage the overall relationship.
Job Summary :
As a Securities Services - Client Service & Solutions - Associate within our Client Service and Solutions team, you will have the opportunity to manage the end-to-end relationship of 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 develop expertise on a range of products, provide accurate inputs into the Billing Operations team, and identify and implement process improvement opportunities. This role offers the chance to demonstrate your strong program management skills, attention to detail, and ability to adapt in a dynamic environment.
Job Responsibilities :
- Review invoices :
- Review the Invoices generated for accuracy and completeness as per the pre-defined client delivery schedule. Develop an expertise on range of products offered as well as any client specifics, to ensure that the invoice is in-line with the offering
- Provide accurate inputs into the Billing Operations team
- Ensure any changes to client accounts/ products offered are effectively captured into the billing cycle
- Identify gaps in the Invoicing process and fix them; share thematic analysis for strategic remediation. Coordinating Invoice delivery across all products and services (including working with colleagues from Custody, Accounting, Performance, Compliance, and Trading Services
- Improve efficiency :
- Oversee and deliver on operating model optimization – reduction in non-standard client processes, reporting, etc.
- Identify and implement process improvement opportunities that significantly enhance efficiency, quality and client satisfaction. Partner with Product Development and Global Initiatives teams to execute strategic enhancements.
- Manage governance :
- Manage governance of all activities performed by the team and deliver periodic business updates to global and local management. Prepare MIS and ad-hoc reports for clients as well as for internal partners; liaise with multiple product teams to consolidate the information required for clients
- Support client facing contacts by providing all root cause explanations for client reviews/queries
- Perform risk and control functions :
- Perform functions related to risk and quality control including; entitlements and dormant account reviews, fee billing audits, billing receivables, client onboarding, account closings, standing instructions, etc.
- Manager People :
- Manage a team including Associates and Analysts and execute clear path for development of all the resources
- Ensure high service levels are attained and there is minimal external/internal escalations and collaborate with wider teams across all regions to help manage efficiency through continued automation/ remediation of manual tasks
Required Qualifications, Capabilities & Skills :
- Significant overall work experience, including several years in a people management role.
- Excellent communication skills (presentation, oral and written); role involves extensive coordination with senior 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 program management skills, must be organized and able to develop a project plan and break it down into achievable deliverables
- Strong collaboration skills, able to work with many different individuals and partner effectively with different groups
- Ability to adapt and demonstrate flexibility in a dynamic environment
- Compliance mindset with a solid understanding of risks associated with the broad array of services offered
Preferred Qualifications, Capabilities & Skills :
- Relevant Operations, fund accounting or custody background preferred; experience with a custodian, asset management firm, broker/dealer, hedge fund, fund administrator, or other financial markets organizations servicing clients
- It is understood that the candidate may not have relevant knowledge from previous experience, but the candidate should be highly motivated to gain knowledge across the Securities Services product suite
- Working knowledge on Global Custody and/or Fund Services
- Hands-on experience on Skill of the Future for example Alteryx, Tableau etc. and basic programming knowledge on VBA etc.
About Us
JPMorgan Chase & Co., 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
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.
J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.
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