Client Service Analyst

6 hours ago


Mumbai, Maharashtra, India JP Morgan Chase Full time
: Welcome to JPMorgan Chase. Are you looking for an opportunity to work in Payments team? You have found the right team. The Asia Pacific Solution Center offers best in class service to our Treasury Services corporate and financial institution clients. We are the first line client service team interacting with our clients via phone and email.

As a Client Service Analyst in the Payments team, you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products. This role will act as the first point of escalation from the Corporate Client, Correspondent bank, Corporate Client Service team and the Client Service Account Management (CSAM) team located within the local branches.

Job responsibilities:

- Provide prompt and value-added inquiry services and solutions for J.P. Morgan Treasury Services clients

- Handle day-to-day client inquiries and requests relating to their accounts and transactions

- Take ownership in pending cases by following-up closely and providing proactive updates to clients

- Ensure risk and compliance guidelines are followed at all times while meeting client needs

- Identify and escalate issues in a timely manner

- Perform maintenance requests e.g. signature updates, call-back list updates, SA updates, etc.

- Coordinate and follow-up with internal partners

- Gather and compile information e.g. interest setup/rates, account list, pulling of account statements, payment cut-off time, etc.

- Resolve phone and written inquiries from clients and internal partners, ensure first call resolution, and provide client updates on unresolved cases

- Log and track all incoming work into call tracking system within 24 hours

- Provide a high standard of client service, ensuring that all client inquiries are resolved to their satisfaction through intensive partnership with other departments locally and globally

Required qualifications, capabilities, and skills:

- Bachelor's Degree in Business, Finance, Economics, or related disciplines

- At least 1 year of experience in Banking industry

- Clear and effective verbal and written communication

- Active listening to understand customer needs and concerns

- Analytical thinking to diagnose problems and identify solutions

- Creativity in finding alternative solutions when standard procedures do not apply

Preferred qualifications, capabilities, and skills:

- Prior experience in Transaction Banking role

- Master of Business Administration (MBA) will be a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

Note : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well. (ref:iimjobs.com)

  • Mumbai, Maharashtra, India Chase- Candidate Experience page Full time US$ 90,000 - US$ 1,20,000 per year

    Join the team as a Research Data Management Analyst within Global Research, where you will be at the core of our data-driven decision-making process, playing a crucial role in managing market data and research data spend reporting. Job Summary: As a Research Data Management Analyst within Global Research, you will play a pivotal role in managing market data...


  • Mumbai, Maharashtra, India Chase- Candidate Experience page Full time US$ 90,000 - US$ 1,20,000 per year

    You are a strategic thinker passionate about driving solutions in Client Services. You have found the right team.As a Client Services Analyst within the Prime Pre-matching team, you will support unmatched or failed trades for clients trading across markets. You will ensure efficient execution of Pre-matching and Fails management activities while...


  • Mumbai, Maharashtra, India JP Morgan Chase Full time

    : Join the team as a Research Data Management Analyst within Global Research, where you will be at the core of our data-driven decision-making process, playing a crucial role in managing market data and research data spend reporting. Job Summary: As a Research Data Management Analyst within Global Research, you will play a pivotal role in managing market...


  • Mumbai, Maharashtra, India Deutsche Bank Full time

    Job Title Client Service OfficerLocation Mumbai IndiaCorporate Title AssociateRole DescriptionRTM-Client Service Officer acts as a single point of contact for managing all DB custody Clients for Security Services SES business The scope of the role will to Settlements Corporate Actions Income Reporting Tax or Account administration across EMEA...


  • Mumbai, Maharashtra, India JP Morgan Chase & Co. Full time

    Job DescriptionYou are a strategic thinker passionate about driving solutions in Client Services. You have found the right team.As a Client Services Analyst within the Prime Pre-matching team, you will support unmatched or failed trades for clients trading across markets. You will ensure efficient execution of Pre-matching and Fails management activities...


  • Mumbai, Maharashtra, India Deutsche Bank Full time

    Job Title Client Service AnalystCorporate Title AnalystLocation Mumbai IndiaRole Description Ensure strict adherence to all internal and external guidelines KYC Anti Money Laundering Audits Timely correct and acceptable response to customer queries Processing of all the customer instructions with 100 accuracy Processing of all the...


  • Mumbai, Maharashtra, India Client of Talent Leads HR Solutions Pvt Ltd Full time

    DESIGNATION Institutional Equities - Sr Analyst CRITICAL EXPERIENCE Equity Research experience is mandatory ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of finance and capital markets. SKILLS AND TRAITS 1. Excellent...


  • Mumbai, Maharashtra, India Client of Talent Leads HR Solutions Pvt Ltd Full time

    DESIGNATION Institutional Equities - Sr Analyst CRITICAL EXPERIENCE Equity Research experience is mandatory ESSENTIAL QUALIFICATIONS MBA (Finance) from premier institutes LOCATION Mumbai Head Office CTC (Per Annum) Commensurate with experience CANDIDATE'S PROFILE 1. Have strong knowledge of finance and capital markets. SKILLS AND TRAITS 1. Excellent...

  • Analyst - eFX Support

    4 weeks ago


    Mumbai, Maharashtra, India MUFG Global Service Full time

    About Us:MUFG Bank, Ltd. is Japans premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Banks parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the worlds...


  • Mumbai, Maharashtra, India Clearwater Analytics Full time

    Job DescriptionJob Summary:Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater&aposs global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal...