Job Description
The main purpose of this position is to provide assistance to customers in their day to day treasury operations and support the Client Service Account Managers (CSAMs) in the transactional requirements of their portfolio. As a Client Service Transactional Analyst, you will conduct research and analysis in order to respond to internal/external transactional clients inquiries and come up with solution to operational/ transactional inquiries, ensuring all client service related tasks are completed promptly with a high degree of quality and efficiency.
The Client Service Transaction Analyst ensures clients' needs and expectations are formally discussed and analyzed to maintain quality standards, managing efficiently incoming telephone calls, and emails.
The Client Service Transactional Analyst will assist the team in acting as the client advocate and drive internal coordination by Product, Operations, Technology, Risk and Compliance to deliver service excellence.
Role Responsibilities
- Client Service team central point of resolution and escalation for service issues and to provide assistance in the day to day treasury operations
- Full ownership regarding problem solving and escalation, to ensure timely resolution
- Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
- Ability to analyze client behavior and trends to propose service efficiencies
- Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal/regulatory/cyber changes
- Direct relationships with clients and internal service providers, resolves issues, directs production and establishes and monitors client SLAs.
- Provide high-level guidance to the team and ensure that Client Satisfaction and SLAs are met or exceeded.
Qualifications:
- Minimum of 1 year of relevant industry and/or functional experience.
- Good understanding of core and intermediate Treasury Services product sets, systems and channels.
- Thorough understanding of financial exposure and operational risk related to transactions associated with bank products and services.
- Must be fully fluent in Spanish and English language, verbal and writing;
- Knowledge of MS Office package;
- Client-facing skills;
- Self-motivated;
- Ability to effectively partner with internal colleagues and external clients.
- Drive for innovation
- Strong Data Analytic skills.
- Strong time management skills in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments.
- Strong oral and written communication skills.
- Excellent problem solving, analytical skills and attention to detail.
- Good presentation skills
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. Visit our FAQs for more information about requesting an accommodation.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
