JPMorgan Chase Client Service Specialist-Associate-San Francisco in San Francisco, California

This function is critical to the business and is a significant control in highlighting trade errors immediately after trade execution and/or prior to settlement. The role involves liaising with multiple groups including, Clients, Front Office, Legal, Compliance, Business Management, Credit & Reference Data.

It requires somebody with an exceptional attention to detail, highly energetic, excellent communication skills. This individual is expected to multi task, prioritize and think creatively to resolve quickly client issues.

Main Duties

  • Participate in the day to day operations of liaising with client and/or salesperson to establish trade affirmations and allocations.

  • Navigate various trading and operational systems to see trade’s process end to end.

  • Understanding risks associated with the trade flow, ensuring appropriate controls are implemented, highlighting areas for improvement and making the necessary suggestions/input to get these controls in place.

  • Learn and understand various sales systems, how they interface, and the cause and effect of each action.

  • Act as a daily point of escalation for all Front Office queries.

  • Communicate effectively and logically to sales, trading, settlements, middle office and regulatory teams when investigating and proving facts.

  • Ensuring the Firm’s risk is properly captured in our internal systems and escalating any issues to Sales and Trading. Also, to ensure that the regulatory framework in place is effective and properly applied to all relevant trading activity.

  • Provide subject matter expertise for new system & process specifications

  • Identify opportunities to improve the product workflows as well as champion the Business needs for system implementation and enhancement projects

  • Serve as liaison across various teams to collate, track and facilitate resolution of trending client issues.

  • Escalate any critical client issues to the appropriate sales, middle office and/or client relations teams.

  • Identify opportunities to improve the quality of service delivered to clients & implement procedures to improve the client experience.

  • Extensive interaction with Clients, Front Office, Compliance, Business Management, Legal, Credit & Reference Data, as well as various Operations and Technology teams to resolve issues

  • Design and perform User Acceptance Tests for implementation changes.

  • Continuously seek feedback on opportunities for improvement, and provide feedback to FO staff where their own processes should be improved.

  • Strong knowledge of Fixed Income Cash products

  • Working knowledge of trade process, from execution to settlements.

  • Basic knowledge of SEC, DTCC, FINRA, etc.

  • Identify due diligence on risk controls, credit onboarding, client relations

  • Excellent interpersonal communication skills

  • Ability to work well under pressure, attention to detail, multi-tasking and prioritizing given time constraints.

  • A flexible, proactive attitude towards work is required as individual must be responsive to clients (internal and external), with the ability to multi-task and prioritize workload simultaneously

  • Partnership skills are essential as candidate will be working with other members across North America other global regions, including Technology and Management, to ensure goals are achieved and issues are addressed in a timely manner

  • Flexibility on working hours: Client / Market coverage frequently necessitates early morning or

  • evening work.

  • Aptitude in Microsoft Office applications: Excel, Word, Access and PowerPoint

  • Strong analytical and problem solving skills, especially during same day settlement situations.

  • Good understanding of internal controls and proven history of being a change agent

  • Experience in cross-training other colleagues

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.