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Securities Services - Client Services and Solutions - Analyst

2 - 7 years

8 - 9 Lacs

Posted:3 months ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Act as the end-to-end client service manager for global clients, resolving relationship and account level queries of clients/fund managers. Serve as escalation point of contact for Ops teams across the product suite. Stay aware of latest product, process, business, and market updates, liaising with Sales/Product to enhance client experience and improve service. Prepare KPI and KRI reports for clients and internal stakeholders, including consolidated reporting data gathering, analysis, and presentation of client scorecards and MIS. Run standard/specific reports using JPMorgan and 3rd party systems, ensuring high service levels and minimal escalations, and collaborate with teams across regions for efficiency through automation. Manage team governance and deliver business updates, supporting client-facing contacts with root cause explanations, and prepare MIS and ad-hoc reports for clients and internal partners. Partner with Prod Dev on internal strategic initiatives and deliver management projects. Implement process improvements to enhance efficiency and client satisfaction, enabling technology adoption within the team to reduce manual intervention. Review invoices for accuracy and completeness, ensuring alignment with client delivery schedules and product offerings. Develop expertise on products and client specifics. Identify and address gaps in the invoicing process, providing thematic analysis for strategic remediation, and manage risk controls and internal project management initiatives. Required qualifications, capabilities and skills Minimum 2 years of overall work experience Excellent communication skills (Oral and written); Role involves extensive coordination with senior external and internal stakeholders across lines of businesses. Strong attention to detail, problem solving, and effective escalation skills required. Experience working with Microsoft Excel, PowerPoint, SharePoint, and Project. Energetic self-starter with ability to navigate the firm proactively, collaborate and effectively partner with different teams and individuals. Strong collaboration skills, able to work with many different individuals and partner effectively with different groups.

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JPMorgan Chase Bank
JPMorgan Chase Bank

Financial Services

New York

250,000+ Employees

1258 Jobs

    Key People

  • Jamie Dimon

    Chairman and CEO
  • Jennifer Piepszak

    Chief Financial Officer

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