Cleared Margin Client Service & Treasury Operations Representative in Bournemouth
Cleared Margin Client Service & Treasury Operations Representative

Cleared Margin Client Service & Treasury Operations Representative in Bournemouth

Bournemouth Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support global clients in optimising margin and treasury operations while driving process improvements.
  • Company: Join J.P. Morgan, a leader in financial services with a dynamic team culture.
  • Benefits: Competitive salary, professional development, and opportunities for global collaboration.
  • Why this job: Make a real impact in a fast-paced environment while enhancing your skills.
  • Qualifications: Experience in operations, strong problem-solving skills, and proficiency in Excel required.
  • Other info: Great opportunity for career growth and learning in a supportive team.

The predicted salary is between 36000 - 60000 £ per year.

Join a dynamic team at J.P. Morgan, where you will play a key role in supporting global clients and optimizing margin and treasury operations in Futures & Derivatives Clearing – Global Equity Operations. Make an impact by driving process improvements and collaborating across international teams.

As a Cleared Margin Client Service and Treasury Operations Representative within Global Equity Operations, you will manage a range of tasks including:

  • Settling margin values (Cash, Securities, Letters of Credit) with clients
  • Cash funding
  • Global non‑cash collateral settlements
  • FX trade processing
  • Reconciliation and break resolution
  • Settling margin obligations at Central Counterparties
  • Owning the full life cycle of the underlying securities trades

You will work closely with global teams, ensuring timely settlements and maintaining a controlled environment that supports business growth and regulatory compliance for Futures & Options and OTC Cleared Derivatives.

Job responsibilities:

  • Manage and optimize client collateral and monitor movement.
  • Answer incoming margin settlement requests sent by clients, compare them to JP Morgan's exposure and agree on the amount and type of asset to be moved.
  • Ensure timely settlement of trades with exchanges and clients. Follow up on failed settlements promptly.
  • Accurately fund exchange cash accounts and process client FX transactions.
  • Prevent client payments from resulting in deficits and follow up on counterparty issues.
  • Maintain a controlled environment by adhering to and updating operational procedures.
  • Report significant issues to management and respond quickly to internal inquiries.
  • Support reconciliations, resolve discrepancies, and assist with reporting and root cause analysis.
  • Handle ad hoc management requests, operational investigations, and audit requirements.
  • Regularly review processes, suggest improvements, and implement enhancements.
  • Participate in strategic STP initiatives and manage complex change requests.
  • Ensure full compliance with all control and educational requirements.

Required qualifications, capabilities and skills:

  • Previous operations experience in Futures and Options (Cleared & OTC) or similar background.
  • Working knowledge of client service, cash funding, global settlements & reconciliations.
  • Strong problem‑solving & strategic thinking and ability to develop solutions for clients and drive process improvements.
  • High accuracy & attention to detail, precision, numeracy, and strong proficiency in Excel and core systems.
  • Excellent communication skills, as the role involves detailed interactions across multiple lines of business and core processing areas.
  • Ability to work methodically, adhere to strict deadlines and perform well under pressure.
  • Proactively identify risks and confidently challenge stakeholders when controls may be compromised.
  • Collaboration, team goal support, and fostering a positive team environment.
  • Eagerness to learn, asking the right questions and adapting to new challenges.
  • Take responsibility for mistakes, share lessons learned and embrace feedback for growth.
  • Strong analytical abilities and enthusiasm for digital automation tools.

Preferred qualifications, capabilities and skills:

  • Experience with global margin settlements and multi‑currency operations.
  • Familiarity with regulatory reporting and compliance requirements.
  • Exposure to process improvement and strategic project initiatives.
  • Experience supporting audit and operational investigations.
  • Knowledge of digital automation tools such as Alteryx.
  • Experience working with global teams across multiple locations.

Cleared Margin Client Service & Treasury Operations Representative in Bournemouth employer: J.P. Morgan

At J.P. Morgan, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in their roles. As a Cleared Margin Client Service & Treasury Operations Representative, you will benefit from extensive professional development opportunities, a commitment to diversity and inclusion, and the chance to work with global teams on impactful projects. Our dynamic environment not only supports your career growth but also encourages you to drive meaningful change in the financial services industry.
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Contact Detail:

J.P. Morgan Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Cleared Margin Client Service & Treasury Operations Representative in Bournemouth

✨Tip Number 1

Network like a pro! Reach out to current or former employees at J.P. Morgan on LinkedIn. Ask them about their experiences and any tips they might have for landing a role in Cleared Margin Client Service. Personal connections can give you the inside scoop!

✨Tip Number 2

Prepare for the interview by brushing up on your knowledge of Futures and Options operations. Be ready to discuss how you've handled margin settlements or reconciliations in the past. Show us that you can think strategically and solve problems on the spot!

✨Tip Number 3

Don’t just wait for job openings to pop up! Keep an eye on our website and apply as soon as you see a position that fits. The sooner you get your application in, the better your chances are of standing out from the crowd.

✨Tip Number 4

Follow up after your interview! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your enthusiasm and fit for the role. It shows you're proactive and genuinely interested in joining the team!

We think you need these skills to ace Cleared Margin Client Service & Treasury Operations Representative in Bournemouth

Client Service
Cash Funding
Global Settlements
Reconciliations
Problem-Solving Skills
Strategic Thinking
Attention to Detail
Numeracy
Excel Proficiency
Communication Skills
Risk Identification
Collaboration
Adaptability
Analytical Abilities
Digital Automation Tools

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of Cleared Margin Client Service & Treasury Operations Representative. Highlight your relevant experience in Futures and Options, client service, and any specific skills that match the job description.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Use it to showcase your problem-solving skills and your ability to drive process improvements, as these are key aspects of the job.

Showcase Your Attention to Detail: In this role, accuracy is crucial. Make sure to proofread your application materials for any errors and demonstrate your attention to detail in your examples of past work experiences.

Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right team!

How to prepare for a job interview at J.P. Morgan

✨Know Your Stuff

Make sure you brush up on your knowledge of Futures and Options, especially in relation to cleared and OTC operations. Familiarise yourself with margin settlements, cash funding, and reconciliations. This will not only help you answer technical questions but also show that you're genuinely interested in the role.

✨Showcase Your Problem-Solving Skills

Prepare examples from your past experiences where you've successfully identified issues and implemented solutions. J.P. Morgan values strategic thinking, so be ready to discuss how you can drive process improvements and handle complex challenges in a fast-paced environment.

✨Communicate Clearly

Since this role involves detailed interactions across various teams, practice articulating your thoughts clearly and concisely. Use the STAR method (Situation, Task, Action, Result) to structure your responses, ensuring you convey your points effectively while demonstrating your communication skills.

✨Be a Team Player

Highlight your collaborative spirit during the interview. Share instances where you've worked well in a team, supported colleagues, or contributed to a positive work environment. J.P. Morgan looks for candidates who can foster teamwork and contribute to shared goals.

Cleared Margin Client Service & Treasury Operations Representative in Bournemouth
J.P. Morgan
Location: Bournemouth

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J
  • Cleared Margin Client Service & Treasury Operations Representative in Bournemouth

    Bournemouth
    Full-Time
    36000 - 60000 £ / year (est.)
  • J

    J.P. Morgan

    10,000+
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