Client Service Associate

JP Morgan

Location: Dorset

Job Type: Full time


Be brave, not perfect.
- Reshma Saujani

Organization Description

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. Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Employer Description

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. 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.

Job Description

The EMEA FI Client Services Associate will operate as a member of the team within the EMEA Fixed Income Sales Middle Office. The department is dedicated to providing critical trade lifecycle support to clients trading Fixed Income Cash products, across developed and emerging markets. Our client base includes large Asset Managers, Pension Funds, Insurance Companies, Central Banks and Hedge Funds, across the UK, Europe and Middle East. The department provides a specialist service to regionally based clients and the front office sales businesses. The Client Services Professional will provide a first class service in a first class way by ensuring that trades are processed as quickly and efficiently as possible giving enough time prior to settlement date to resolve any exceptions as well as being a dedicate point of contact to platinum clients. The role will provide opportunities to partner with multiple groups in JPMorgan, including other Middle and Back Office teams, Technology, Reference Data as well as front office Sales People, external custodians and clients. The role can be demanding due to the risks associated with high value trades and managing key client relationships. Therefore, it requires somebody with exceptional attention to detail, highly energetic, excellent communication skills, self-motivated, and the ability to prioritize and think creatively, along with a mindset of continuous change and innovation.

The candidate will be expected to become proficient in the following areas

  • Client outreach and the ability to build strong internal and external relationships.
  • Timely and accurate management of trade flow processes.
  • Proficient across more than 50 different trading and settlement markets.
  • Able to multitask and manage continually changing priorities.
  • Be risk aware and able to make key decisions that can impact settlement and financial risk.
  • Managing a balanced approach to being Client and business focused.
  • Become proficient across multiple technology systems.
  • Being an effective partner and collaborator across the organisation.
  • Communicate effectively with senior management.

    Other information
  • A typical day would see an individual start between 8am – 9am and finish between 5pm – 6pm. However, hours may vary in line with market volatility.
  • The role requires Bank holiday coverage, which is shared across the team on a rota basis.
  • FWA requirements will be considered as part of the application process.

The successful applicant will have

  • Exceptional attention to detail. Accuracy is critical to eliminate financial risk and maintain a strong client relationship.
  • Excellent communication skills. The role requires dialogue with sales people, clients, operations and 3rd parties on a local and regional level.
  • Take a controls based approach to their work to mitigate errors.
  • Excellent time management and ability to manage own work being self-motivated. There are numerous deadlines to manage intraday and the incumbent must be able to deal with many trades, exceptions, and enquiries in a fast paced environment.
  • Proven ability to succeed as part of a team - The ability to work effectively as part of a team to deliver successfully.
  • A flexible, proactive attitude towards work is required as individual must be responsive with the ability to multi-task and prioritize workload, with a strong awareness of risk and control issues.
  • Ability to work well under pressure and think creatively is essential.
  • Good working knowledge of Microsoft Office applications.
  • Strong analytical and problem solving skills who can demonstrate thought leadership.
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