Join our dynamic Execution of Services team at Workplace Solutions as a Client Asset Analyst, where you will have the opportunity to play an integral part in day to day client asset activity and make a significant impact. This role offers a chance for career growth and the opportunity to work in a fast-paced, innovative environment.

As a Client Asset Analyst at Workplace Solutions you will assist in maintaining a robust and efficient operational model. You will enjoy the autonomy to manage your workload in a dynamic environment and collaborate with diverse teams.

Job Responsibilities:

• Manage day to day client asset activity for the quarterly client asset statement publication. Partner with the Head of Client Asset and internal stakeholders to maintain and enhance a robust and efficient operating model with regard to all Client Asset regulatory requirements and ongoing maintenance process for all Workplace customers.
• Ensure all regulatory requirements in relation to Client Assets are met, including through the sponsorship of various development projects and establishing metrics to measure success
• Build a culture of responsibility , good governance and supervision while driving the operational efficiency of all aspects on CASS to reduce costs and improve customer satisfaction.
• Complete and accurate publication of client asset statements on a quarterly basis.
• Prepare and save all supporting documentation on a quarterly basis, to support the client asset publication and provide tools, training, and overall support to stakeholders
• Work with the reconciliation team to ensue complaint custody asset and client money reconciliations (CASS). Identify, document and escalate CASS breaches, collaborate with wider business to implement preventative controls
• Remaining up to date with industry changes from a CASS compliance perspective across all aspect of asset management
• Maintaining the first line of defense of compliance ensuring individual adherence to business processes and procedures and supporting change initiatives, assessing the impact on CASS process.
• Appropriately asses risk / reward of transactions when making business decisions demonstrating proper consideration of the firms reputation.

Required Qualifications, Capabilities and Skills:

• Proficiency in excel
• Passion for delivering high level service
• Good attention to detail

Preferred Qualifications, Capabilities and Skills:

• Previous experience within asset management or similar financial service functions
• Third level qualification

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.