Prime Financial Services - Account Management - Analyst/ Associate

Prime Financial Services – Account Management Analyst/Associate

Join our Prime Financial Services – Account Management Team to deliver a high standard of client service in a dynamic environment that values efficiency, quality, and client satisfaction.

As an Analyst/Associate, you will act as an escalation contact, ensuring all client service-related tasks are completed promptly with a high degree of quality and efficiency. You will manage incoming communications and paperwork related to account maintenance, ensuring clients’ needs and expectations are met and analyzed to maintain agreed quality standards.

Job Responsibilities

• Oversee clients’ end-to-end Prime Brokerage activities and strategy across J.P. Morgan, serving as the point of escalation for technology, operations, financing, reporting, legal, and risk.
• Navigate the firm on behalf of the client by 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, lead service reviews, support account planning, write call reports, and follow up on actions. Review client balances, P&L, positions, cash management, and significant variances from the norm.
• Ensure all client issues and requests are managed in accordance with the Firm’s compliance requirements, managing 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 by liaising with Implementations to ensure correct account setups and by recording client interactions in the Service Portal.

Required Qualifications, Capabilities, and Skills

• Minimum 1 year of relevant experience
• Bachelor’s degree
• Fluent in written and spoken English plus at least one Asian language
• 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