Client Service Analyst

3 days ago

Caloocan, Philippines J.P. Morgan Full time

Overview

Be part of the Client Service Account Management Team

As a Client Service Support Analyst within J.P. Morgan Payments Client Service, you will support a portfolio of Corporate and Investment Banking clients by enabling them to effectively utilize Trade Finance Products and Services. The Service organization serves as a central point of resolution to support the client's treasury operations, identifies product and service gaps and development opportunities, and leverages client and product expertise to recommend opportunities for client growth and efficiency.

Responsibilities
  • Assist with Client research on product and account entitlements
  • Assist with Client inquiries, standing settlement instructions, data requests and written communication
  • Complete, submit and follow up on implementation and account maintenance requests
  • Complete, submit and follow up on operational transaction templates or forms
  • Communicate frequent updates and resolution to the Account Manager and/or Client
  • Create internal and Client facing project plans and presentations
  • Adheres to policies, procedures and risk requirements
Required qualifications, skills and capabilities
  • High degree of attention to detail and quality
  • Displays a sense of urgency, strong organizational skills and excellent follow through
  • Intermediate Word, Excel and PowerPoint capabilities
  • Ability to effectively partner with internal colleagues and external clients
  • Ability to present oral and written communication in an organized, clear and confident manner
  • Manages time effectively in a fast paced environment; ability to be flexible with working hours; demonstrates ability to balance competing priorities and deliver on commitments
  • Minimum of 2 years of relevant experience in the financial industry and/or in a related function
Preferred qualifications, capabilities and skills
  • Work experience in Trade Finance is an advantage
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