Customer Service Brokerage Support jobs at Jpmorgan in United Kingdom, London

As a Commodities Client Service Account Manager Vice President within the Trade & Working Capital Client Service, you will be responsible for the servicing of Core and Structured Trade Finance products. You will also be required to use in-depth product knowledge to resolve challenging client facing issues during the product life.

Job responsibilities

• Manage life cycle of transactions after Sale
• Build relationships with the Client segment, Internal Operations, Middle and Front office colleagues
• Track the client transactions through operational steps and liaise with multiple internal parties to ensure smooth handling and fast turnaround time for the client
• Provide client reporting to help enhance their experience including discrepancy analysis, inquiry volume and type, early payment opportunities, digital solutions
• Support the operation workflow to resolve refusals, disputes, and problematic transactions
• Record all Client interactions in case management system (e.g. calls, meetings, issues, and proactive communications)
• Escalate client concerns and any issues to Sales (i.e., encryption emails)
• Understand the Commodity products lifecycle from front to back and be the “go-to” person within the team
• Partner with Trade Sales as Trusted Advisor to enable new business and solutions
• Work closely with the Client Service, Operations, and Compliance teams and other regions to close gaps and standardise processes / improve consistency.
• Communicate with clients to solve immediate day-to-day issues on live transactions as well as understand their long term needs to shape business decisions

Required qualifications, capabilities, and skills

• In depth knowledge of LC/SBLC mechanisms for Commodity Products
• Strong knowledge/understanding of the Oil & Gas and Commodities industries
• Strong familiarity with key market practices in the sector
• Ability to explain the clients’ LC requirements to internal stakeholders, assessing key risks and mitigants for the bank
• Ability to work within tight deadlines
• Ability to operate in a collaborative environment and possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
• Proven leadership skills and capable of delivering exceptional performance under pressure
• Strong focus on client satisfaction and the building of excellent relationships with our customers

Preferred qualifications, capabilities, and skills

• Trade Finance Commodity expertise
• Excellent planning and organization skills
• Comfortable working within tight deadlines
• Ability to operate in a collaborative environment and must possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
• Ability to develop and mobilise internal networks and resources
• Ability to effectively use and manage multiple system
• Additional European language skills

As an Investment Middle Office Service Delivery Senior Associate in Client Account Services (CAS) Team, you will be responsible for ensuring account reference data readiness for our Investment Middle Office Service clients. You will manage external client relationships and collaborate with key internal stakeholders across business, operations, and technology to fulfil client business requirements. You will enhance the client experience in routine lifecycle management by implementing straight-through processing within our robust operating model and ecosystem, ensuring accurate and efficient market setup. You will be also involved in coordinating end-to-end client account reference data requests, including product expansions, new account launches, and onboarding of new third parties.

Job responsibilities

• Manages client relationships to consistently deliver an excellent client experience.
• Coordinates client account lifecycle events with stakeholders, ensuring successful setups for fund launches, segregated mandates, new third parties, and closures.
• Fosters long-term value by nurturing relationships with clients and key internal stakeholders.
• Serves as the key liaison between functional teams, including Client Services, Operations, Technology, and Change Management.
• Collaborates with internal stakeholders to drive continuous process improvement and actively shape the future target operating model.
• Leads client and internal calls to ensure implementation deliverables are met and manage any issues that arise.
• Produces clear and concise reports for clients and internal teams, detailing toll gates, next actions, and status updates tailored to the audience.

Required qualifications, capabilities and skills.

• Experience in managing projects and events to successful completion.
• Skilled at building strong partnerships with clients, business, operations, technology, and other stakeholders within a matrix organization.
• Possess excellent oral and written communication skills with a positive attitude.
• Professional in handling escalations, prioritizing tasks, and solving problems.
• Capable of logically analyzing complex problems to meet daily Service Level Agreements (SLA).
• Detail-oriented with the ability to challenge and enhance current operating practices.
• Proficient in Microsoft Office with strong written and oral communication skills.

Preferred qualifications, capabilities and skills

• Knowledgeable in Middle Office and market functions.
• Experienced in business improvement and optimizing operating practices.
• Proven ability to work effectively in a team and adapt to changing environments

As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.

Job responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

• College degree or equivalent client service experience preferred
• Experience with a wide array of financial products preferred

Job Responsibilities

• Develop and maintain reporting systems, including dashboards for tracking key metrics.
• Support budget tracking, invoicing, and financial reporting activities.
• Prepare documentation and metrics required for control reviews.
• Maintain document control and versioning for essential documents.
• Assist with Book of Work Management by coordinating daily reviews and tracking change and document management items.
• Prepare status reports on a weekly, monthly, and quarterly basis as needed.
• Help prepare business cases, project charters, and conduct post-implementation reviews.
• Use project management tools such as PEGA, MS Project, and Jira to monitor activities and performance.
• Provide guidance to candidates, employees, and contractors navigating the screening process across the EMEA region (35+ countries).
• Collect information and complete screening data entry for senior employees, working closely with executive assistants.
• Test vendor systems to ensure optimal candidate experience and alignment with requirements, supporting continuous improvement for users and stakeholders.

Required qualifications, skills and capabilities

• Experience in project management tools (e.g., PEGA, MS Project, Jira) and MS Office applications (Excel, Word, PowerPoint)
• Experience in automation tools (e.g. Alteryx, Tableau)
• Strong analytical and organizational skills and detail orientated
• Self-starter and able to research independently
• Basic understanding of legal and regulatory themes such as GDPR in the EMEA region
• Excellent communication and coordination abilities

As a Client Service Analyst(Ask JPMC Help Bar)

Job responsibilities

• Provides in person assistance such as addressing inquiries, troubleshooting challenges, as well as gathering feedback and insights that will be relevant to the product and servicing teams
• Drives product adoption through training and awareness initiatives
• Takes new customers through the onboarding process and guides them through the initial setup and configuration of our products to fit their specific needs
• Proactively gets involved with location-specific events and priorities to support employees

Required qualifications, capabilities, and skills

• Relevant experience or equivalent expertise in customer success or a relevant domain area
• Demonstrated ability to deliver exceptional customer service with a strong desire to help customers succeed
• Proven experience successfully engaging customers using strong verbal and written communication skills with an ability to articulate complex concepts in a clear and concise manner
• Demonstrated experience in working with technology and the ability to troubleshoot basic technical issues and guide customers through problem-solving steps
• Proficient in using virtual communication tools and technology platforms.
• Strong problem-solving skills and the ability to think on your feet.
• Ability to work independently and as part of a team.
• High level of professionalism and attention to detail

Use your analitical skills and ability to react quickly to changing market environments to manage the firms international rates and Foreign Exchange (FX) exposure.

As a International Rates and FX Portfolio Manager in Treasury Chief Investment Office (TCIO) you will be responsible for managing the firms international rates and Foreign Exchange (FX) exposure, managing risk across global rates markets and interacting with other TCIO teams such as FTP and funding. This role offers you the chance to utilize your analytical skills and quick decision-making in a fast-paced, exciting environment.

Job responsibilities

• Manages a portfolio of global rates and FX risk
• Works with related functions to ensure the smooth functioning of the bank’s portfolio and risks
• Analyses JP Morgan’s balance sheet, assets and liabilities to identify risks
• Devises strategies to optimize the balance sheet to meet the objectives of the firm
• Executes cash and derivatives trades in FX and fixed income
• Provides pricing for related functions
• Conducts research on markets and economics to identify issues relevant to the firm
• Books and exercising trades
• Analyses markets for opportunities and develop trading strategies that meet the firms investment objectives
• Prices and executes derivative and cash transactions

Required qualifications, capabilities, and skills

• Bachelor’s degree minimum of a 2:1 or equivalent
• Strong analytical skills
• Ability to react quickly to changing market environments
• Strong approach to control environment
• Good Excel skills
• Works well within a team

Preferred qualifications, capabilities, and skills

• Trading or execution of FX, Government bonds or interest rate swaps and options
• Analysing, pricing or executing fixed income derivatives
• Managing firms balance sheet liquidity and ftp process
• Structuring in rates or FX, ALM or capability to work on product risk types and stress analysis