Job responsibilities
This role is a combination of the following tasks in order to support the team’s responsibilities:
- Booking Client Agreed Margin & Answering of incoming margin calls (requests for assets) sent by clients, by comparing them to JP Morgan's exposure and agreeing on the amount and type of asset to be moved.
- Follow up on any counterparty failed settlements and investigation of disputed margin requirements
- Timely resolution of incoming queries regarding a client’s portfolio, examples being Trade Breaks, Interest Calculations, Commissions & Eligibility to name a few
- Accurate and appropriate escalation of issues in line with regulatory requirements
- Continued development of the Clearing Client Service offering & efficiency generation
- Providing a flexible approach in order to support the prime brokerage/clearing businesses in a continually changing market environment.
Required Qualifications, Skills and Capabilities
- External Client services experience, or similar experience interacting with senior/demanding internal clients and effective relationship building with a wide variety of stakeholders, for example; Clients, Credit Execs and Business Partners.
- Working knowledge of OTC Derivative products, Futures and Options, or similar background.
- Problem solver with the ability to assist in the development of solutions for clients and strategic thinker, able to review and implement process improvements.
- High level of accuracy and attention to detail is required and highly numerate with good keyboard and core system (Outlook, Excel, Word) skills.
- Must possess heightened communication skills, as the role involves detailed interactions across multiple lines of business and core processing areas.
- Confidence to meet with clients and deliver feedback on data relating to the clients’ interactions with the team
- Ability to adhere to strict deadlines/procedures and work in a methodical and organised manner
- Strong Risk and Control Awareness – with the ability to push back on stakeholders when risk/controls could be compromised.
- Dynamic & proactive team player, ensuring that the team works together in the most efficient manner