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CIB - Client Service Lead

Company: JPMorgan Chase & Co.
Location: New York
Posted on: August 7, 2022

Job Description:

Organization Description

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.

Employer Description

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Job Description

The Prime Finance Middle Office Department is responsible for ensuring all aspects of operations for global clients are completed on time, exceptions and client inquiries are resolved and provide subject matter expertise to the clients. This would be a cross product client facing role that requires extensive client interaction & communication and working with various global internal teams as required. The candidate will be expected to hone and utilize their communication skills to effectively work through tasks of varying difficulty with external and internal stakeholders.

Key Responsibilities Include

* Point of contact for Clients on all operational issues including: trade bookings, settlement exception, swap resets, valuations, collateral, settlements, documentation, audit, technology, account set up and legal documentation, client reporting and resolving client inquiries timely
* Point of contact for Account Management, Operations, Prematching, Settlements, Cash Processing, Front Office Trading and Sales on trade booking / issue resolution
* Coordinate globally with London and Asia peers on process/system improvements, and client relationships
* Support of clients trading Equities and Swaps in local and global markets
* Work closely with Sales, Business Management to ensure clients and the firm are compliant with Regulatory Rules including, but not limited to, CFTC, EMIR and FCA
* Perform root cause analysis for their respective clients to increase STP and reduce client inquiries and partner with client service teams to help change client behavior where required to remove manual processes.
* Communication of open issues to the external client and internal client service rep in a clear and concise manner, ensuring a full understanding of the issue
* Partner with technology strategy team to help identify internal and external facing technology improvement opportunities.
* Assistance on Projects pertinent to the desk, and participate in new project initiatives when required by business demands
* High level of client service focus and Responsible for understanding "end to end" system processing and the "transaction cycle"
* Monitoring & Adhere to daily work flow queues and ensure work is completed daily ensuring all day to day queries dealt with within required SLAs and escalate issues to the team leader.
* Provide operations subject matter expertise and value added services to clients where required.
* Strong time management skills required to meet the internal and external deadlines/cutoffs
* Meeting with clients in person along with client service

Skills and Qualifications

* Prior experience managing the lifecycle of a trade required
* Knowledge of equity swaps desirable
* Embraces diversity and demonstrates strong relationship-building and good communication skills.
* Desire to work in a fast-paced environment.
* Client Service oriented with a strong focus on the client experience
* Analytical, self-motivated, and enthusiastic with a great appetite to learn.
* Forward-thinking, strategic individual willing to challenge existing processes
* Excellent time management skills and the ability to organize and prioritize work in a busy environment with the ability to work under pressure and to deadlines
* Pro-active approach to problem solving and developing solutions.
* Understand risks associated with the role and adhere to the controls in place at all times.
* Previous exposure to financial products and derivatives instruments advantageous but not essential.

Keywords: JPMorgan Chase & Co., New York , CIB - Client Service Lead, Accounting, Auditing , New York, New York

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