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JPMorgan Custody Operations - Client Services Analyst/Associate 
China, Hong Kong, Kowloon 
56408225

26.06.2024

As an Client Services Analyst/Associate in the Custody Client Operations Team, you will serve as the first point of contact for all post trade activities for the Global Custody business. This includes trade, cash, foreign exchange and asset servicing activities. You will provide a world-class service experience at every client touch point and achieve quality leadership in the industry through measurable and proven service performance.

As part of continuous improvement, you will also help the business identify client trends and streamline operational workflows through data analysis via financial technology tools and digital software.

Job responsibilities:

  • Be responsible for the end to end query resolution raised by clients, which will include, but not be limited to Settlements and Corporate Actions, Tax and Income; this will involve detailed discussions/handholding with operations on processes and actions to be taken therein.
  • Build relationships with clients to understand client behavior and requirements.
  • Analyze client transactional data in order to identify client trends and behaviors, identifying key operational risk and control metrics, and contributing to the presentation of operational data metrics to the Custody business stakeholders as well as external client interactions.
  • Drive resolution and management of client queries, leveraging internal teams globally and regionally as appropriate.
  • Identify Service Requests and Service Delivery Issues for Client Services Account Managers to address; as well as any daily activities that may impact client satisfaction.
  • Provide daily support/updates to clients through email and phone calls
  • Attend client meetings and calls with Client Services Account Managers
  • Monitor and provide resolution of risk indicators to ensure that both J.P. Morgan and the client are aware of any issues that may have an adverse financial or reputational impact

Required qualifications, capabilities, and skills:

  • Bachelor’s Degree in Finance, Economics, Business, or relevant disciplines
  • Strong focus in client service management, communication and delivery
  • Effective communication and presentation skills
  • Ability to be flexible, follow tight deadlines, organize and prioritize work
  • Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
  • Must have a control focused agenda, and a thorough understanding of program/project risk.
  • Proactive in identifying and escalating issues
  • Anticipate issues and proactively drive initiatives to ensure results
  • Self-starter and ability to learn quickly

Preferred qualifications, capabilities, and skills:

  • Experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service and operation
  • Japanese or Thai language skills would be a plus
  • Willing to make business travels when needed
  • Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody
  • Extensive knowledge of financial markets and instruments, both domestic and global is an advantage
  • Comprehensive understanding of Global markets