Client Service Lead
Posted on: 3 Apr 2021
New York City, New York
Job Description
Role & Responsibilities:
The role focuses specifically on Middle Office Asset Servicing. Middle Office Asset Servicing is driving an aggressive agenda to enhance client experience and operating processes.
Accurate and timely review of Corporate Actions queries
Adherence to firm and departmental procedures and controls
Ensuring 100% responses are received and sent on Corporate Action elections.
Understanding the control environment and ensuring daily checks are completed
Participate in and facilitate team huddles
Escalate appropriately to senior managers
Assist with team and departmental projects
Qualifications:
Full lifecycle Asset Servicing product & process knowledge
Corporate Actions and Middle Office exposure preferred
Strong analytical and interpersonal skills
Ability to face off to very demanding stakeholders, managing their expectations
Excellent problem solving skills to identify, understand and address operational and technical issues
Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
Motivated and able to deliver with minimal supervision, whilst working effectively in a team
Skills:
Candidate must have a control focused agenda, and understand all potential impacts internally and to the client
Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
Self-starter with ability to learn quickly
Business and Subject Matter Knowledge:
Knowledge of asset servicing (corporate actions & dividends)
Financial markets product knowledge and understanding of the transaction lifecycle helpful
Working knowledge of Microsoft Excel, Word, Power Point
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
