Client Service Analyst jobs in United States
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JPMorganChase · 15 hours ago

Client Service Analyst

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Client Service Analyst on the OTC Rates & Credit Clearing team, you will be the main contact for clients, managing inquiries and ensuring smooth onboarding for OTC clearing products while collaborating with internal teams to enhance client experience.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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Responsibilities

Serve as the end-to-end owner of OTC Rates & Credit Clearing trade and support processes, overseeing all aspects of Operations Service delivery and client training, and acting as the primary point of contact for clients regarding OTC Rates and Credit Clearing products
Effectively manage client inquiries, promptly resolve issues, and provide timely updates on trade status, clearing processes, and account management
Build and maintain strong relationships with high-profile and high-revenue clients, ensuring exceptional service and satisfaction
Collaborate with internal teams—including Operations, Technology, and Product—to facilitate seamless client onboarding and deliver ongoing support
Proactively monitor and address trade exceptions, reconciliation discrepancies, and reporting requirements to uphold the highest service standards
Identify and implement opportunities to enhance the client experience and drive process improvements within the clearing service function
Partner with clients to understand their business and service needs, validate requirements against service offerings, and implement effective support processes within the Client Service team
Investigate root causes of process inefficiencies and propose actionable solutions for continuous improvement
Lead user acceptance testing (UAT) and support the rollout of functionality that promotes Straight-Through Processing (STP)
Encourage and maximize client utilization of self-service tools to improve efficiency and client satisfaction
Demonstrate a proactive approach to improving service offerings, challenging existing processes, and adapting quickly to new client demands. Exhibit strong organizational skills, intuition, and the ability to multitask in a high-pressure environment, with a results-oriented mindset

Qualification

OTC CreditRates derivativesClearing business modelClient service experienceMicrosoft Office proficiencyData metricsAlteryx experienceVBA Macros experienceWork under pressure

Required

Extensive experience with OTC Credit and Rates derivatives products
Solid understanding of the clearing business model
Proven track record in client service
Ability to perform effectively under pressure and meet tight deadlines
Proficiency in Microsoft Office applications
Skilled in leveraging data to develop metrics and generate reports

Preferred

Alteryx and VBA Macros experience

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase