Client Service Analyst Soft Dollar Support

If you want to be instrumental in delivering unparalleled customer service and operational excellence, you have found the right team.

As a Client Service Delivery Analyst within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies.

The Commission Management team is responsible for looking after commission agreements that allows investment managers to separately pay the broker for trade execution and ask that the remaining commission be allocated to a client account, where the investment manager would accrue CSA credits and use them to pay eligible research/brokerage providers. The team is recruiting an analyst who will have wide-ranging responsibilities in performing this role, ranging from daily control functions, trade break investigations and reconciliations, vendor documentation, legal documentation, tax governance to accommodating ad hoc tasks from the trading desk and the other operational teams with whom we partner. The successful candidate will be expected to build a solid understanding of front to back trade flows and equity systems infrastructure. Developing strong working relationships with a wide range of both regional and global middle, back office, technology and finance teams will be essential to succeed in this role.

• Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.
• Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
• Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.
• Reconcile and manage trades, including coordination of payments to vendors on behalf of CSA clients.
• Manage trade exceptions and partner with other Middle Office and Front Office teams globally to resolve issues.
• Perform a variety of daily control functions and identify process weaknesses, working with technology teams to implement solutions.
• Create adhoc reports for MO and FO management.

• Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
• Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
• Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.
• Understanding of the JPM Equity business, infrastructure, trade flows, and control environment.
• Excellent communication and interpersonal skills, with the ability to partner with teams across Operations, technology, finance, and the front office.
• Experience in Microsoft Excel.

• Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
• Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
• Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
• Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.
• Strong analytical and problem-solving skills, with the ability to multitask and work under pressure, prioritizing duties according to risk and client profiles.
• Background in operations .