Job Description

Join our Prime Financial Services team as an Analyst where you'll play a crucial role in delivering the highest standard of client service. Be part of a dynamic environment that values efficiency, quality, and client satisfaction, and take your career to new heights.

As an Associate - Account Manager in Prime Financial Services, you will act as an escalation contact, ensuring all client service-related tasks are completed promptly with a high degree of quality and efficiency. You will manage incoming communications and paperwork related to account maintenance, ensuring clients' needs and expectations are met and analyzed to maintain agreed quality standards.

Job Responsibilities:

• Oversee clients' end-to-end Prime Brokerage and clearing activities and strategy across J.P. Morgan, serving as the point of escalation for all aspects of their accounts, including technology, operations, financing, reporting, legal, and risk.
• Navigate the firm on behalf of the client, liaising with Technology, Middle Office, Operations, Product Development, Technology Client Support & Integration, Transition, Finance, Legal, Risk, Credit, Compliance, and other Lines of Business.
• Stay informed about broader industry and regulatory developments and provide relevant updates to clients.
• Understand clients' short and long-term goals and develop cross-selling opportunities complementary to J.P. Morgan businesses.
• Manage day-to-day client interaction, leading service reviews, account planning, writing call reports, and following up on actions; review client balances, P&L, position and cash management, and any significant variances from the norm.
• Ensure all client issues and requests are managed within the Firm’s compliance, managing organic KYC processes and risk through close attention to client overdrafts and unpaid bills, escalating risk-related issues as required.
• Advise clients on and assist with incremental account setup and operational procedures, liaising with Implementations to ensure correct account setups, and record client interactions in the Service Portal.

Required Qualifications, Capabilities, and Skills:

• Minimum 3 years of relevant experience
• Bachelors degree or equivalent
• Strong verbal and written communication skills, with proven ability to negotiate.
• Attention to detail and accuracy, adaptability, and flexibility.
• Proven client service skills.
• Ability to manage multiple tasks and prioritize effectively.
• Good time management skills and ability to work to deadlines.
• Proficiency in Excel and PC skills.

Preferred Qualifications, Capabilities, and Skills:

• Demonstrates cultural sensitivity and awareness.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.