Job Description
Empower Your Future: Seamless Client Service, Unmatched Expertise, and Strategic Solutions for a Dynamic Financial World!
As a Client Service Representative Analyst in Cleared Margin Client Service Team, you will deal primarily with buy-side clients (Hedge Funds, Investment Advisors/Asset Managers) and will develop partnerships internally with various Marketers/Salespeople, individuals in Prime Brokerage, Credit Executives, Middle Offices, and Line of Business Operations Teams.
The Cleared Margin Client Service Team currently supports clients trading Futures & Options (F&O) and Over the Counter (OTC) Cleared Derivative products within the Equities Markets department of JPM. The team undertakes the essential task of agreeing and settling margin values (Cash, Securities, Letters of Credit) with clients for the purpose of covering the bank's risk against client's Trading Centrally Cleared Products. You will be a Bournemouth based team member, responsible for both client service and operations functions.
Job Responsibilities
- Develop the Clearing Client Service offering.
- Provide a flexible approach in order to support the Prime Financial Service businesses in a continually changing market environment.
- Answer incoming margin settlement requests sent by clients, 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 investigate of disputed/uncovered margin requirements.
- Provide timely resolution of incoming queries regarding a client’s portfolio
- Escalate of issues.
Required Qualifications, Capabilities, And Skills
- Client Services experience
- Problem solver with the ability to assist in the development of solutions for clients and a 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 client's and deliver feedback on data relating to the clients interactions with the team
- Ability to work an 11am-7pm shift two days a week (Friday rotation). Other three days core 9am-5pm UK.
Preferred Qualifications, Capabilities, And Skills
- Transferable history partnering with internal parties and senior/demanding internal clients and effective relationship building with a wide variety of stakeholders, for example; Clients, Credit Execs and Business Partners.
- Preferable knowledge of OTC Derivative products, Futures and Options, or similar background.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
