Cleared Margin Client Service and Treasury Operations Representative in Bournemouth

Join a dynamic team at J.P. Morgan, where you’ll 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.

Responsibilities

• Manage and optimize client collateral and monitor its movement.
• Answer incoming margin settlement requests sent by clients, comparing them to JP Morgan's exposure and agreeing on the amount and type of asset to be moved.
• Continue development of the Clearing Client Service offering.
• Ensure timely settlement of trades with exchanges and clients. Timely follow up on any failed settlements.
• 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 of Futures and Options (Cleared & OTC) or similar background.
• Working knowledge of client service, cash funding, global settlements & reconciliations.
• Strong problem-solving & strategic thinking and should be able to develop solutions for clients and drive process improvements.
• High accuracy & attention to detail, maintain precision and highly numerate, with strong proficiency in Excel and core systems.
• Strong communication skills, as the role involves detailed interactions across multiple lines of business and core processing areas.
• Able to work methodically, adhering to strict deadlines and perform well under pressure.
• Ability to proactively identify risks and confidently challenge stakeholders when controls may be compromised.
• Collaborate efficiently, support team goals, and foster a positive team environment.
• Eager to learn, asks the right questions, and adapts to new challenges.
• Take responsibility for mistakes, shares 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.
• Ability to manage complex change requests within derivatives operations.
• Experience supporting audit and operational investigations.
• Knowledge of digital automation tools such as Alteryx.
• Experience working with global teams across multiple locations.

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.

About The Team

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.