Client Service Analyst - Team Lead

You are a strategic thinker passionate about driving solutions. You have found the right team.

The Custody Middle Office Client Facing team in Mumbai, India, is composed of cross-product, functionally aligned teams dedicated to supporting Global Custody clients across various enquiry streams, including Trades, Cash, Foreign Exchange, and Asset Servicing. As a member of this team, you will will play a crucial role in delivering proactive and high-quality service to clients, ensuring their needs are met efficiently and effectively.

Job Responsibilities:

• Possess a Financial Services background within Custody or Investment Bank environment with experience in Trade Management, Cash Management, or Asset Services domain.
• Exhibit strong interpersonal skills and communication skills, both verbal and written.
• Demonstrate strong analytical thinking.
• Showcase experience in multi-tasking and effective time management with attention to detail in a fast-paced environment.
• Have good knowledge of Microsoft Office skills: Excel, Word, and PowerPoint, with Tableau being an added advantage.
• Display strong time management skills required to meet internal and external deadlines/cutoffs.

Key Responsibilities 

• Be extremely client-focused and result-oriented in approach. We are looking for a Client Services Analyst who can help maintain existing business with current clients and act as a liaison between the client and the Bank to remediate issues.
• You must have at least 2+ years of experience. 
• You must have a  bachelor's degree or above 
• Exhibit boundary-less behavior, be proactive, and have the ability to work with Global teams in a matrix organization environment.
• Demonstrate the ability to see the big picture and escalate quickly during critical situations.
• Possess experience working on voluntary/mandatory Corporate Actions or Income-related processes, or Trade management/Cash management.
• Ensure timely and accurate responses to Custody Enquiries received and logged on a daily basis, in line with documented procedures and controls.
• Manage all open enquiries, maintaining ownership so that cases are updated and closed in a timely manner according to case management best practices and case status policy.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. Visit our FAQs for more information about requesting an accommodation.