Prime Financial Services – Account Management – Analyst

Overview

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.

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, manage 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.

Qualifications

Required Qualifications, Capabilities, and Skills

• Minimum 1 year's of relevant experience
• Bachelor's 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

About J.P. Morgan

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. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, visit our FAQs.

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world. Ensure exceptional client service and manage account-related tasks in Prime Financial Services.