Client Service Analyst
Chase bank
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Transformation team to partner with the Business
As a Client Service Analyst in the Transformation team, you will be responsible for various customer service 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 across multiple services like user onboarding, account set ups, operational and regulatory controls, troubleshooting etc.
Job Responsibilities:
Provide prompt and value-added inquiry services and solutions for JP Morgan clients for products such as Global Research and Data Query.Onboard clients to read research on the JPMM platform and other vendor platforms.Handle day-to-day client inquiries and requests relating to their research access.Take ownership of pending cases by following up closely and providing proactive updates to clients.Ensure risk/compliance guidelines are followed at all times while meeting client needs.Identify and escalate issues in a timely manner.Partner with Technology, Product, and Business to improve overall client experience through system digitization and an improved service delivery model.Lead and facilitate internal stakeholder discussions and forums with clear outcomes and actions to initiate a consistent strategy.Own and initiate timely delivery of proof of concepts, partnering with multiple internal stakeholders.Undertake change management/maintenance of requests for existing builds, where required.Coordinate and communicate ongoing with the business and appropriate technology teams to ensure on-time completion of projects as per requirements.Required Qualifications, Skills and Capabilities:
Minimum 2 years’ experience in financial services.Should have experience in Equity Research Operations and understand MIFID regulations.Experience in articulating incubation and proof of concept ideas that demonstrate value, taking through to execution.Project management experienceAbility to multi-task and proven problem-solving capability with demonstrated ability to solve issues through to resolution.A commitment to diversity and inclusivity of thought, excellence in execution, and an attention to detail across all you do.
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