At a Glance
- Tasks: Ensure timely margin agreements and settlements while resolving client issues.
- Company: Join J.P. Morgan, a global leader in financial services.
- Benefits: Gain valuable experience in a dynamic, supportive environment with diverse opportunities.
- Other info: Collaborate with a high-performing team in a fast-paced, controlled setting.
- Why this job: Make a meaningful impact by helping clients navigate complex financial processes.
- Qualifications: Client service experience and strong problem-solving skills required.
The predicted salary is between 28350 - 34650 £ per year.
Help protect the firm and its clients by ensuring margin is agreed, moved, and settled accurately and on time. Join a team that combines client service with operational excellence in a fast-moving, highly controlled environment. You will partner closely with internal stakeholders and institutional clients to resolve issues quickly and reduce risk. If you thrive on deadlines, detail, and problem-solving, this role offers meaningful impact every day.
As a Client Service Representative in the Cleared Margin Client Service Team, you will support the timely agreement and settlement of margin to help mitigate counterparty risk for cleared trading activity. You will partner with institutional buy-side clients and internal stakeholders across sales coverage, credit, and operations to resolve margin calls, settlement issues, and portfolio-related queries. You will contribute to a controlled, deadline-driven environment by escalating issues appropriately and identifying opportunities to improve service and efficiency.
Job responsibilities:
- Book client-agreed margin and respond to incoming margin calls by reconciling requests to exposure and agreeing eligible assets to move.
- Coordinate the timely settlement of margin movements in cash and securities, in line with defined controls and procedures.
- Investigate and resolve failed settlements and disputed margin requirements, engaging stakeholders as needed.
- Respond to client queries related to portfolio activity, including trade breaks, interest calculations, commissions, and asset eligibility.
- Escalate issues accurately and appropriately in line with regulatory and internal requirements.
- Identify opportunities to enhance the client service offering and improve operational efficiency through process improvements.
- Provide flexible support to the business in response to changing market conditions and client needs.
Required qualifications, capabilities and skills:
- Demonstrated experience providing client service to internal clients and effective relationship building with various stakeholders.
- Working knowledge of derivatives and margining concepts, including futures, options, and over-the-counter derivatives.
- Ability to problem solve and assist in the development of solutions for clients combined with strategic thinking and being able to review and implement process improvements.
- Proven attention to detail and accuracy with strong numeracy skills and ability to interpret and validate calculation-driven outputs.
- Proficiency with Microsoft Outlook, Excel, and Word.
- Strong communication skills with the ability to interact with clients and deliver feedback in a confident and organised manner.
- Ability to work with strict deadlines and follow procedures in a methodical, organized manner.
- Risk and control mindset, including confidence to raise concerns and push back when controls could be compromised.
- Proven ability to collaborate effectively across teams and contribute to a high-performing, proactive culture.
Preferred qualifications, capabilities and skills:
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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.
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.
Client Service Representative - Analyst (Cleared Margin Client Service) - PartTime in Bournemouth employer: JPMorgan Chase & Co.
JPMorgan Chase & Co. is an exceptional employer, offering a dynamic work environment in the heart of London’s International Private Bank. With a strong emphasis on professional development, employees benefit from comprehensive training programs and opportunities for career advancement, all while enjoying a collaborative culture that values teamwork and innovation. The role of Executive Assistant not only provides a chance to work closely with senior leaders but also allows for meaningful contributions to the success of the team in a prestigious financial institution.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Representative - Analyst (Cleared Margin Client Service) - PartTime in Bournemouth
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like JPMorgan Chase & Co. often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at JPMorgan Chase & Co..
We think you need these skills to ace Client Service Representative - Analyst (Cleared Margin Client Service) - PartTime in Bournemouth
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at JPMorgan Chase & Co. and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at JPMorgan Chase & Co.. A little light-heartedness can go a long way!
How to prepare for a job interview at JPMorgan Chase & Co.
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
