Client Service Associate

2 months ago

Mumbai, India JPMorgan Chase Bank, N.A. Full time

The Custody Middle Office Client facing team, Mumbai, India consists of cross-product, functionally aligned teams to support Global Custody clients on Trades, Cash, Foreign Exchange and Asset Servicing enquiry streams and the Team is expected to have a proactive approach towards service delivery.
**Job Responsibilities:
- Financial Services background within Custody or Investment Bank environment with 7-8 yrs of experience in Trade Management / Cash Management **Or** Asset Services domain.
- Strong Executive presence & interpersonal skills
- Strong Business communication skills both verbal and written
- Demonstrates strategic and analytical thinking
- Successful performance in a risk based environment with a proven track record of risk reduction
- Track record of working in a changing environment with the experience of learning, documenting and implementing new processes efficiently
- Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment
- Must have good knowledge of Microsoft Office skills: Excel, Word and PowerPoint, Tableau (added advantage)
- Strong time management skills required to meet the internal and external deadlines/cutoffs
- Shift - US Shift

Required qualifications & skills:

- Has to be extremely client-focused and result-oriented in approach. We are looking for a Client Services Manager who can help maintain existing business with current and act as liaison between the client & the Bank to remediate issues.
- Hands on Manager with sound People Management skills and focus on grooming and developing diverse talent
- Exhibits boundary-less behavior, proactive and ability to work with Global teams in a matrix organization environment
- Ability to see the big picture and escalate quickly during critical situations
- Should possess experience of working on voluntary\\mandatory Corporate Actions or Income related processes **OR**:

- Trade management/ Cash management
- Day to day inquiry management & resolution of escalated client exceptions. On a daily basis ensure timely and accurate responses executed on Custody Enquiries received and logged, in line with documented procedures and controls
- Ensure all open enquiries are managed, and ownership maintained, so that cases are updated and closed in a timely manner according to case management best practices and case status policy
- Work alongside a team of 10-15 professionals with managing day-to-day efforts
- Host Review meetings with the client(s) & drive improvement/ efficiency opportunities.
- Execute forward thinking to maintain response quality and completeness to prevent case reopening.
- Publishing / Review of Daily/weekly performance metrics pertaining to the function and to identify and track reasons for deviation from agreed levels or expected behavior. Ensure follow up and escalate for all ageing items.
- Identify and innovate any process / procedural changes required as driven by the clients, markets or business functions.
- Ideas for process improvement and partner with internal stakeholders to closure
- Take full responsibility for adherence to all departmental best practices, procedures, policies, checkpoints and controls.
- Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment.

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

  • Guest Service Associate

    1 week ago

    Mumbai, India MoSahay Associate Full time

    Job Title: Guest Service Associate Company: PVR INOX Cinema Hall Location: MUMBAI(E) **Salary**: Freshers with Normal Graduation - 20,000 INR per month Freshers with Hotel Management Background - 22,000 INR per month Job Summary: As a Guest Service Associate at INOX Cinema Hall, you will play a crucial role in providing exceptional guest experiences...

  • Associate, Client Service

    2 weeks ago

    Mumbai, Maharashtra, India Guidepoint Full time

    Associate, Client Service (Night shift):As an Associate in the Client Service team, your job is to understand your client's unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over one million Guidepoint Advisors, determining which ones are best suited to speak with...

  • Guest Service Associate

    3 weeks ago

    Mumbai, Maharashtra, India MoSahay Associate Full time

    The **Guest Service Associate (GSA)** is responsible for providing exceptional customer service to guests, ensuring their stay is memorable and pleasant. The GSA will handle all aspects of guest check-in and check-out, answer inquiries, and manage reservations. A background in hotel management is essential to understand the operational and service-oriented...

  • Client Service Executive

    3 weeks ago

    Mumbai, India Addus Services LLP-Client Full time

    Provide hands on support with delivery of digital campaigns. - Build long term associations with global clients and ensure customer satisfaction. - Provide solutions by finding ways and means cutting across functions by understanding their business objectives. - Manage delivery through management of work flow, resource requirement and quality of output. - 1...

  • Associate - Client Service

    3 weeks ago

    Mumbai, India GenNext Strategy Advisors Full time

    Greetings from Gennext Strategy Advisors!!! Gennext Strategy Advisors is currently hiring for one of the Leading Overseas Education Consultant in Mumbai. **Position**:Assistant - Client Services **Experience**:Must have at least 1-3 years of experience in **Educational Background.** **Salary**: 30k to 35k **Requirements**:preferably in the education...

  • Client Service Associate

    4 weeks ago

    Mumbai, India Kaapro Management Solutions Full time

    Opening: 1 Nos.- Job ID: 68837- Employment Type: Full Time- Reference: - Work Experience: 1.0 Year(s) To 5.0 Year(s)- CTC Salary: Not Disclosed by Recruiter- Function: Marketing / Advertising / MR / PR- Industry: Advertising/PR/MR/Events- Qualification: B.Com - Commerce; BMM - Advertising- Location: - Mumbai Posted On: 13th Nov, 2023 **Designation**:Client...

  • Executive - Client Servicing

    4 weeks ago

    Mumbai, India Client of Recruitners Full time

    **About our client** Our client headquartered in Mumbai (Malad) is a brand marketing agency which specializes in experiential marketing activations, events, exhibitions and digital marketing solutions. **Job Brief** In this role, you will be responsible for coordinating with clients in the conferences and events. **Responsibilities** - You will be...

  • Client Service Associate

    3 weeks ago

    Mumbai, India JPMorgan Chase Bank, N.A. Full time

    **Responsibilities**: - Communicate guidance and direct Client Service Support Specialist to resources for delivering high quality, high touch service to US client service teams, managers and clients - Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures - Meet...

  • Client Service Associate

    3 weeks ago

    Mumbai, India JPMorgan Chase Bank, N.A. Full time

    As a Client Service Associate, you'll be responsible for the operational management and control of the daily workflow within Custody Client operations Team. **Responsibilities**: - Manage the workflow through the life cycle of Trades, Cash, Corporate Action and Income products - Operationally manage and control the daily workflow within the Asset Services...

  • Client Service Associate

    2 weeks ago

    Mumbai, Maharashtra, India Deutsche Bank Full time

    Job Title:- Client Service Associate**Location Mumbai**Role DescriptionThe role is a part of client service team (I&S) in Pune branch. Key responsibilities include (i) servicing key tier 1 relationships in cash mgmt and trade finance (ii) cross sell cash products (iii) managing critical transactions for clients and providing regulatory guidance (iv)...

  • Guest Service Associate

    4 weeks ago

    Mumbai, Maharashtra, India MoSahay associate pvt ltd. Full time

    Guest service associate experiance : frescer skill: - Good english communication required from Hostel management sector. **Job Types**: Full-time, Fresher Pay: ₹18,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Supplemental pay types: - Performance bonus **Education**: - Bachelor's...

  • Client Associate

    2 months ago

    Mumbai, India Ufirst Financial Services LLP Full time

    We are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial...

  • Client Service

    6 days ago

    Mumbai, India JPMorgan Chase & Co. Full time

    SSO – Custody Middle Office - Client Facing Team - Associate I . Morgan is a leader in financial services, offering innovative and intelligent solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years...

  • Client Service Associate

    2 weeks ago

    Mumbai, Maharashtra, India Kaapro Management Solutions Full time

    Opening: 1 Nos Job ID:Employment Type:Full Time- Reference:Work Experience: 1.0 Year(s)To 5.0 Year(s)- CTC Salary: Not Disclosed by Recruiter- Function: Marketing / Advertising / MR / PR- Industry: Advertising/PR/MR/Events- Qualification: B.Com - Commerce; BMM - Advertising- Location: MumbaiPosted On: 13th Nov, 2023Designation:Client Service Associate ...

  • Associate, Client Service

    3 weeks ago

    Mumbai, India Guidepoint Full time

    :  At Guidepoint, we’re the experts in finding expertise. Whatever it is that our clients need to know—we find the experts closest to the topic and facilitate a short-term consultation. Guidepoint’s clients include many of the top Institutional Investors (including some of the largest hedge funds, private equity, and venture capital firms),...

  • Associate, Client Service

    2 weeks ago

    Mumbai, Maharashtra, India Guidepoint Full time

    : At Guidepoint, we're the experts in finding expertise. Whatever it is that our clients need to know—we find the experts closest to the topic and facilitate a short-term consultation. Guidepoint's clients include many of the top Institutional Investors (including some of the largest hedge funds, private equity, and venture capital firms), Management...

  • Client Services Associate

    3 weeks ago

    Mumbai, Maharashtra, India Russell Investments Full time

    Business Unit: Global Distribution Operations Reporting To: Manager, Client Service Shift: EMEA/UK (Mar-Nov 1:30 pm - 10:30 pm IST / Nov-Mar 2:30 pm - 11:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities...

  • Cib - Client Service Associate I

    4 weeks ago

    Mumbai, India JPMorgan Chase Bank, N.A. Full time

    As a Client Service Associate, you will report to a Client Service Senior Associate II or Client Service Manager. 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...

  • Associate, Client Service

    3 weeks ago

    Mumbai, India Guidepoint Full time

    **Associate, Client Service (Night shift)**: As an Associate in the Client Service team, your job is to understand your client's unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over one million Guidepoint Advisors, determining which ones are best suited to speak...

  • Associate, Client Service

    3 weeks ago

    Mumbai, India Guidepoint Global Full time

    **Associate, Client Service (Night shift)**: As an Associate in the Client Service team, your job is to understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over one million Guidepoint Advisors, determining which ones are best suited to speak...