Client Service Analyst - Commercial Investment Banking

Client Service Analyst

J.P. Morgan Commercial Investment Bank is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.

 

As a Client Services Associate within the Commercial Investment Bank, you manage client queries and operational processes across Equities, Fixed Income, Repo, Mutual Funds, IBOR, Derivatives, and Cash Markets. You partner with operational teams to ensure SLAs are met, oversee daily tasks, and build strong relationships with internal and external stakeholders. Your role involves trend analysis, process improvement, client reporting, and participation in new fund launches and industry forums.

 

Job Responsibilities

• Manage all incoming and outgoing client queries across Equities, Fixed Income, Repo, Mutual Funds, IBOR Management & Reconciliation, OTC & ETD Derivatives, CFDs, Cash Processing, FX, Money Markets, Market Claims Investigations, Overdraft Reporting, and Cash Management & Reconciliation
• Partner with operational teams to ensure client SLAs are met, perform daily oversight checks, and act as escalation for processing hubs
• Contribute to and attend client meetings, produce reporting requirements, and deliver MI collation, incident reporting, and operational reviews
• Build strong relationships with JPMorganChase internal teams and liaise daily with brokers, custodians, transfer agents, and vendors
• Attend and participate in forums hosted by third parties
• Monitor market changes and developments, develop client relationships to understand fund structure, trading behavior, and strategies
• Participate in new fund and product launches, and drive projects to enhance and improve existing processes and systems

Required Qualifications, Skills, and Capabilities

• Experience with banking products such as Securities, Repo, Cash, FX, OTC & ETD Derivatives, CFDs, and client service skills
• Ability to deliver against KPIs and SLAs, prioritize workloads under pressure, and demonstrate attention to detail with strong analytical and problem-solving skills
• Self-motivated, willing to take responsibility for issues and resolution
• Proficiency in Microsoft Excel, Outlook, PowerPoint, and Word

Preferred Qualifications, Skills, and Capabilities

• Experience in market claims investigations and overdraft reporting
• Familiarity with cash management and reconciliation processes
• Involvement in new fund and product launches
• Experience in driving projects to enhance and improve processes and systems

JPMorganChase, 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.

Experience Level

Mid Level