Analyst - Client Service Custody Middle Office jobs in United States
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Chase ยท 2 months ago

Analyst - Client Service Custody Middle Office

Chase is a leading financial services firm, and they are seeking a Client Service Analyst within their Security Services Custody Client Operations team. The role involves ensuring timely processing of custody operations for clients, resolving exceptions, and providing expert client service and support.

BankingFinancial Services

Responsibilities

Provide excellent client service and support to internal and external clients daily
Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely manner
Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders
Partner across wider global team and technology to identify product enhancements and technology improvement opportunities
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
Provide operations subject matter expertise and value added services to clients where required
Provide strong time management is required to meet the internal and external deadlines/cutoffs

Qualification

Custody operations experienceFinancial markets knowledgeSWIFT knowledgeMS Office skillsVerbal communicationWritten communicationTime managementLeadership skills

Required

Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
Bachelor's Degree required or equivalent experience
MS office skills (Excel, PowerPoint, Word)

Preferred

Prior custody/treasury operation services, markets operational experience
Knowledge of financial markets, trade lifecycle, and settlement practices is desirable
Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody
Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure 'Best in Class' results

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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