Our Team is responsible for a wide variety of products and processes and in this role you will manage a small team of client facing individuals across a number of instrument types. You will also act as an escalation point for client issues and ensure understanding/awareness of IBOR (Investment Book of Records) Management and reconciliation. In this role yyou will partner with clients to understand their priorities and book of change.
Job responsibilities:
- Point of escalation for all incoming and outgoing client queries across a varied range of products (including but not limited to Equity, Fixed Income, ETD, OTC, CFD, Cash).
- Partner with MBM teams to ensure that client SLA's are met.
- Perform trend analysis to identify opportunities for process improvement and enhanced control.
- Create/oversee MI Collation, Incident Reporting and Client Operational Review deliveries.
- Liaise with external third parties - brokers, custodians, transfer agents and vendors; and a wareness of market changes and developments that could impact clients.
- Developing client relationships to understand their fund structure, trading behaviours and strategies
- Involvement in new fund and product launches and i nvolvement / driving projects designed to enhance and improve existing processes and systems.
Required qualifications, skills and capabilities
- Strong interpersonal and people management skillset
- Ability to identify, manage and prioritise client escalations
- Previous client facing experience is essential
- Product knowledge particularly of Equities, Fixed Income, Cash Markets, FX, Exchange Traded Derivatives and general trade lifecycle is preferred but not essential.
- Well established client service / relationship building skills with the ability to build strong relationships with a wide variety of diverse groups, both internally and externally.
- Ability to deliver against KPI's and client SLA's.
- Flexible, organized attitude towards work with the ability to prioritize workloads while working under pressure to manage changing and competing demands.
Preferred qualifications, skills and capabilities
- Strong influencing skills and ability to challenge existing processes and controls
- Attention to Detail alongside strong analytical and problem solving skills.
- Ability to self-motivate and willing to take responsibility of issues and resolution.
- Knowledge of industry and vendor products would be useful but not essential.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.