Job Description
SSO - Custody Middle Office - Client Facing Team
J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years and we keep their interests foremost in our minds at all times. This combination of product strength, intellectual capital and character sets us apart as an industry leader. J.P. Morgan is part of J.P. Morgan Chase & Co. (NYSE: JPM), a global financial services firm.
J.P. Morgan takes a solution-based approach to custody, helping clients maximize processing efficiency within a robust, controlled, automated and information-rich environment. With offices in each region of the world and a network of sub-custodians covering more than +0 markets, we help clients meet the challenges of cross-border investing and actively promote global standards for efficiency and risk management.
The Custody Middle Office Client facing team, Mumbai, India consists of cross-product, functionally aligned teams to support Global Custody clients on Trades, Cash, Foreign Exchange and Asset Servicing enquiry streams and the Team is expected to have a proactive approach towards service delivery.
Core Requirements:
Financial Services background within Custody or Investment Bank environment with 5-6 yrs of experience in Trade Management / Cash Management Or Asset Services domain.
Strong Executive presence & interpersonal skills
Strong Business communication skills both verbal and written
Demonstrates strategic and analytical thinking
Successful performance in a risk based environment with a proven track record of risk reduction
Track record of working in a changing environment with the experience of learning, documenting and implementing new processes efficiently
Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment
Must have good knowledge of Microsoft Office skills: Excel, Word and PowerPoint, Tableau (added advantage)
Strong time management skills required to meet the internal and external deadlines/cutoffs
Shift - US Shift
Key Responsibilities
Has to be extremely client-focused and result-oriented in approach. We are looking for a Client Services Manager who can help maintain existing business with current and act as liaison between the client & the Bank to remediate issues.
Hands on Manager with sound People Management skills and focus on grooming and developing diverse talent
Exhibits boundary-less behavior, proactive and ability to work with Global teams in a matrix organization environment
Ability to see the big picture and escalate quickly during critical situations
Should possess experience of working on voluntary\\mandatory Corporate Actions or Income related processes OR
Trade management/ Cash management
Day to day inquiry management & resolution of escalated client exceptions. On a daily basis ensure timely and accurate responses executed on Custody Enquiries received and logged, in line with documented procedures and controls
Ensure all open enquiries are managed, and ownership maintained, so that cases are updated and closed in a timely manner according to case management best practices and case status policy
Host Review meetings with the client(s) & drive improvement/ efficiency opportunities.
Execute forward thinking to maintain response quality and completeness to prevent case reopening.
Publishing / Review of Daily/weekly performance metrics pertaining to the function and to identify and track reasons for deviation from agreed levels or expected behavior. Ensure follow up and escalate for all ageing items.
Manage group email boxes and SharePoint queues to ensure queries are resolved / responded to within a timeframe and manner sensitive to the urgency of the event, thereby ensuring that internal / external client satisfaction is maintained.
Identify and innovate any process / procedural changes required as driven by the clients, markets or business functions.
Ideas for process improvement and partner with internal stakeholders to closure
Take full responsibility for adherence to all departmental best practices, procedures, policies, checkpoints and controls.
Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
J.P. Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years and we keep their interests foremost in our minds at all times. This combination of product strength, intellectual capital and character sets us apart as an industry leader. J.P. Morgan is part of J.P. Morgan Chase & Co. (NYSE: JPM), a global financial services firm.
J.P. Morgan takes a solution-based approach to custody, helping clients maximize processing efficiency within a robust, controlled, automated and information-rich environment. With offices in each region of the world and a network of sub-custodians covering more than +0 markets, we help clients meet the challenges of cross-border investing and actively promote global standards for efficiency and risk management.
The Custody Middle Office Client facing team, Mumbai, India consists of cross-product, functionally aligned teams to support Global Custody clients on Trades, Cash, Foreign Exchange and Asset Servicing enquiry streams and the Team is expected to have a proactive approach towards service delivery.
Core Requirements:
Financial Services background within Custody or Investment Bank environment with 5-6 yrs of experience in Trade Management / Cash Management Or Asset Services domain.
Strong Executive presence & interpersonal skills
Strong Business communication skills both verbal and written
Demonstrates strategic and analytical thinking
Successful performance in a risk based environment with a proven track record of risk reduction
Track record of working in a changing environment with the experience of learning, documenting and implementing new processes efficiently
Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment
Must have good knowledge of Microsoft Office skills: Excel, Word and PowerPoint, Tableau (added advantage)
Strong time management skills required to meet the internal and external deadlines/cutoffs
Shift - US Shift
Key Responsibilities
Has to be extremely client-focused and result-oriented in approach. We are looking for a Client Services Manager who can help maintain existing business with current and act as liaison between the client & the Bank to remediate issues.
Hands on Manager with sound People Management skills and focus on grooming and developing diverse talent
Exhibits boundary-less behavior, proactive and ability to work with Global teams in a matrix organization environment
Ability to see the big picture and escalate quickly during critical situations
Should possess experience of working on voluntary\\mandatory Corporate Actions or Income related processes OR
Trade management/ Cash management
Day to day inquiry management & resolution of escalated client exceptions. On a daily basis ensure timely and accurate responses executed on Custody Enquiries received and logged, in line with documented procedures and controls
Ensure all open enquiries are managed, and ownership maintained, so that cases are updated and closed in a timely manner according to case management best practices and case status policy
Host Review meetings with the client(s) & drive improvement/ efficiency opportunities.
Execute forward thinking to maintain response quality and completeness to prevent case reopening.
Publishing / Review of Daily/weekly performance metrics pertaining to the function and to identify and track reasons for deviation from agreed levels or expected behavior. Ensure follow up and escalate for all ageing items.
Manage group email boxes and SharePoint queues to ensure queries are resolved / responded to within a timeframe and manner sensitive to the urgency of the event, thereby ensuring that internal / external client satisfaction is maintained.
Identify and innovate any process / procedural changes required as driven by the clients, markets or business functions.
Ideas for process improvement and partner with internal stakeholders to closure
Take full responsibility for adherence to all departmental best practices, procedures, policies, checkpoints and controls.
Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Analyst | Team Leader position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
