Client Service Analyst

2 weeks ago

Newark, United States JPMorgan Chase Bank, N.A. Full time

JPMorgan Securities LLC offers security brokerage services providing investment products & services for institutional investors. JPMorgan's North American Cash Equities Client Services is the primary point of contact for Institutional Asset Managers & Hedge Funds who execute trades with any of JPMorgan's global equity trading desks.

As a Client Service Analyst in Cash Equities, you will be part of a team that is responsible for monitoring the successful transmission of client trades from trade booking to settlement. The role requires you to interact daily interaction with Sales Traders, Clients, Service Providers and Operations Staff in order to maintain and improve client relationships and streamline processes.

Job responsibilities

  • Build strong relationships with our clients by delivering an industry leading client experience
  • Share industry knowledge for the purpose of improving mutual efficiencies
  • Monitor and manage daily control reports to identify and resolve exchange and client side breaks
  • Leverage analytics tool to identify & resolve outstanding risk while using an understanding of global markets, associated settlement risks and nuances
  • Monitor & resolve trade discrepancies and position break reports with corresponding internal/external parties. Perform root cause analysis to prevent future discrepancies and improve straight through processing "Straight through processing" capabilities - Trade Processing
  • Own fails management including break resolution and trade repair
  • Learn the equity trade lifecycle along with a solid understanding of the various applications involved
Required qualifications, capabilities, and skills
  • 3+ years Middle Office Experience
  • Able to build and maintain positive client relationships
  • Strong analytical, technical & problem solving skills
  • Effective, adaptable, & professional communication / interpersonal skills
  • Strong attention to detail, quality & accuracy
  • Able to thrive in a high pressure, high volume, deadline driven environment
  • Open & receptive to feedback / coaching
Preferred qualifications, capabilities and skills
  • Knowledge of securities industry and back office operations (e.g. maturities, equities, fixed income, custody services,etc.)
  • Proactive in identifying areas of opportunity for improvement
  • Ability to analyze a process and recommend ways to improve quality, control and efficiency
  • Educated to a Degree Level


Work Schedule: Monday - Friday 8:00am - 5:00pm or Monday - Friday 12:00pm - 9:00pm

Final Work Schedule will be determined at time of offer.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

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