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- Tasks: Support buy-side clients with margin settlements and resolve portfolio queries.
- Company: Join J.P. Morgan, a global leader in financial services with a strong reputation.
- Benefits: Enjoy flexible working hours and the chance to develop valuable skills.
- Why this job: Be part of a dynamic team that values client relationships and problem-solving.
- Qualifications: Client service experience and strong communication skills are essential.
- Other info: Work shifts include 11am-7pm and 9am-5pm, with a focus on teamwork.
The predicted salary is between 36000 - 60000 £ per year.
Client Service Representative Analyst – Cleared Margin Client Service Team
As a Client Service Representative Analyst in the Cleared Margin Client Service Team, you will primarily work with buy-side clients such as Hedge Funds, Investment Advisors, and Asset Managers. Your role involves developing internal partnerships with Marketers, Salespeople, Prime Brokerage, Credit Executives, Middle Offices, and Operations Teams.
The team supports clients trading Futures & Options (F&O) and OTC Cleared Derivative products within JPM\’s Equities Markets department. Your responsibilities include:
- Developing the Clearing Client Service offering.
- Providing flexible support to Prime Financial Service businesses in a dynamic market environment.
- Responding to incoming margin settlement requests, comparing them with JP Morgan\’s exposure, and agreeing on asset movements.
- Following up on failed settlements and investigating disputed or uncovered margin requirements.
- Resolving client portfolio queries promptly.
- Escalating issues as needed.
Key skills and qualifications include:
- Client service experience.
- Problem-solving skills with the ability to develop client solutions and improve processes.
- High accuracy, attention to detail, and numeracy skills, with proficiency in Outlook, Excel, and Word.
- Excellent communication skills for detailed interactions across various business areas.
- Confidence in meeting clients and providing feedback on data interactions.
- Ability to work an 11am-7pm shift two days a week (Friday rotation) and a 9am-5pm shift on other days.
- Preferred knowledge of OTC Derivative products, Futures, and Options.
- Experience in partnering with internal stakeholders and managing relationships with clients, Credit Executives, and Business Partners.
Location: Bournemouth
J.P. Morgan is a global leader in financial services, providing strategic advice and products worldwide. We aim to build trusted, long-term partnerships to help clients achieve their goals. Our Commercial & Investment Bank operates in over 100 countries, offering expertise in banking, markets, securities services, and payments.
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Client Service Representative Analyst employer: JPMorgan Chase & Co.
Contact Detail:
JPMorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Representative Analyst
✨Tip Number 1
Familiarise yourself with the specific products you'll be dealing with, such as OTC Derivatives, Futures, and Options. Understanding these products will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in client service roles within financial services. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could lead to an interview.
✨Tip Number 3
Prepare to discuss your problem-solving skills and provide examples of how you've successfully resolved client issues in the past. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Showcase your communication skills by practising how you would explain complex financial concepts to clients. Being able to articulate your thoughts clearly will be crucial in this role, especially when interacting with various stakeholders.
We think you need these skills to ace Client Service Representative Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant client service experience and problem-solving skills. Emphasise your attention to detail and proficiency in tools like Outlook, Excel, and Word, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and explain how your background aligns with the responsibilities of the Client Service Representative Analyst. Mention any experience you have with OTC Derivative products or working with buy-side clients.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application that demonstrate your ability to interact effectively with clients and internal stakeholders. Highlight any past experiences where you resolved client queries or escalated issues successfully.
Review and Edit: Before submitting your application, thoroughly review your documents for any errors or inconsistencies. Ensure that your application is clear, concise, and free of typos, as high accuracy is essential for this position.
How to prepare for a job interview at JPMorgan Chase & Co.
✨Know Your Client Service Fundamentals
Make sure you understand the basics of client service, especially in a financial context. Be prepared to discuss your previous experiences and how they relate to providing excellent service to clients like Hedge Funds and Asset Managers.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've tackled complex problems in the past. Highlight your ability to develop solutions and improve processes, as this is crucial for the role.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, be ready to discuss how you ensure precision in your work. You might want to mention specific tools or methods you use to maintain high standards.
✨Communicate Effectively
Practice articulating your thoughts clearly and confidently. Given the need for excellent communication skills, consider preparing for potential questions about how you would handle client interactions and feedback.
