Job Description
Are you an emotionally intelligent team player passionate about client service? Then you have found the right team!
As a Prime Brokerage Client Service Representative Senior Associate in Prime Financial Services Team, you will own operational client experience for our cash equity and repo financing prime clients. You will partner with clients to design efficient operational models from trade capture to settlement, provide top-tier operational risk management, leverage data to present trends and influence behaviors, and design solutions using digital automation platforms like Alteryx. Your role is crucial in ensuring our clients receive exceptional service and support, making us their preferred choice in the industry.
Job Responsibilities
- Ensures trades are captured and settled in an accurate, timely and efficient manner.
- Manages proactively failing settlements to minimize risk and penalty charges.
- Partners with clients and internal teams to ensure that cash and positions are reconciled accurately.
- Builds trusting, credible client relationships through responsive, high quality client service. This includes responding to daily queries, chairing action driven meetings, and having difficult conversations when necessary.
- Monitors themes using our data analytics platforms and use a data driven approach to influencing client and broker behavior.
Required Qualifications, Capabilities, and Skills
- Ability to act and communicate with humility, empathy and kindness.
- Proven track record of being a subject matter expert (any product or workflow) in a previous role.
- Ability to articulate complex concepts in a simple, digestible way to varied audiences.
- A very disciplined attitude to operational risk management. Takes pride in doing the 'simple' things consistently well.
- Ability to work with large data sets to pull trends and provide meaningful feedback to influence client behavior.
- Ability to bring multiple groups together to solve a problem and hold people accountable for their actions.
Preferred Qualifications, Capabilities, and Skills
- Familiarity with the settlement and mechanics of cash equities, bonds and repos.
- Ability to independently automate manual processes using digital automation tools such as Alteryx
- A naturally curious thinker with a hunger to learn and teach others.
- An optimistic approach to problem solving. Views problems as opportunities and not roadblocks.
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
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.
