Client Service Analyst
hace 7 meses
**JOB DESCRIPTION**
As a Client Service Analyst, you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of complex derivatives products such as FX, IRS, and CDS.
Core functional responsibilities and expectations include, but are not limited to, the following:
- Understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the portfolio.
- Resolve issues by identifying underlying or hidden problems and patterns.
- Build knowledge of derivatives products and services.
- Serve as a liaison between the Client Account Managers, Operations, Implementation, Onboarding, Risk, and technology to provide the best service to the client, your department, and the firm.
- Identify and control risk to prevent fraudulent account behaviour and potential fraud exposure.
- Prioritize daily workload to maximize productivity utilizing time management and organizational skills.
- Follow all established policies, procedures, and practices.
- Project a confident and professional presence to our clients and stakeholders.
- Desire to exceed client expectations.
- Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner.
**Experience**:
- Excellent English communication skills both written and verbal.
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge.
- Highly organized with ability to manage competing priorities.
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
**Required Experience**:
- College degree preferred, or equivalent work experience.
- Preferred minimum of one to three years of customer service, operations, sales, or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
- Proficient PC skills including Word, Excel, and PowerPoint.
- Tableau and Alteryx knowledge is a plus.
**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**
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
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