Client Service Associate I

JP Morgan

Location: Greater London

Job Type: Full time


The most difficult thing is the decision to act, the rest is merely tenacity.
- Amelia Earhart

The client service team is responsible for delivering client transactional support functions for the FX Prime Brokerage business. The primary functions will focus on day to day Client Service controls, supporting FX PB clients. The FX team provide comprehensive operational services to the Prime Brokerage business across the globe, for FX PB trading products. The department is very fast moving, with ever increasing volumes. There are always opportunities to learn, increase knowledge, and take on more responsibility. Staff excellence is recognized through reward and promotion.

Main responsibilities

  • End to end owner of the OTC FX trade and support processes, coordinating all aspects of Operations Service delivery/training to the client

  • Partner with client to understand business and service needs. Validate client requirements vs service offered and implement support processes in CS

  • Review Client specific quality MIS and key performance indicators (KPI), feedback to client and resolve issues.

  • Responsible for managing and maintaining client BAU activity (mainly T based)

  • Top Day Client and Desk Trade Exception Capture / Matching (PB)

  • End of Day recaps to clients for trades not processed – outstanding issues

  • T+1 Client Exception Capture / Matching and trade input

  • Client Position Reconciliations & trade event management

  • Manage Confirmation/Settlement queries

  • Management of Interest Claims & fees issues

  • Client Real Time Credit Monitoring for FX PB trades

  • Develop automation solutions that support the client

  • Roll out functionality that promotes STP in capture of client information

  • Manage maintenance of client service / reporting tools and UAT

  • Maximize client leverage of self-service tools

  • The individual will need to be constantly looking at ways to improve the offering and challenge any existing processes, and to frequently think on their feet as new challenges arise from the client base. They will need to be organized, intuitive and can multitask in a high-pressure environment, as well as being results-orientated.


  • Operations experience, foreign exchange operations, confirmation and settlements
  • Client service experience
  • Ability to work under pressure with strict deadlines
  • Microsoft Office Knowledge
  • Alteryx and Macros experience is preferred
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