Client Services Analyst

Location: India

Job Family: Client Service Delivery

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering innovative solutions to clients around the world. As a Client Services Analyst in our Custody Client Fulfillment Team (CFT) based in India, you will play a pivotal role in ensuring exceptional service delivery for our institutional clients in the asset management and custody space. This position involves managing client queries, overseeing daily workflows, and contributing to the operational excellence that defines JP Morgan's custody services. You will work in a dynamic environment where collaboration with global teams is key, supporting everything from trade settlements to securities lending, all while upholding our commitment to regulatory compliance and client satisfaction in the competitive financial services industry. Your primary focus will be on efficiently handling inbound client inquiries related to custody accounts, reconciliations, and reporting needs, ensuring resolutions align with service level agreements. You will control the end-to-end workflow, from query intake to closure, utilizing JP Morgan's proprietary systems to track progress and identify bottlenecks. This role demands a keen eye for detail and the ability to navigate complex financial products, such as equities, fixed income, and derivatives held in custody. By analyzing query patterns, you will help drive process improvements, leveraging data insights to enhance efficiency and reduce turnaround times, ultimately contributing to JP Morgan's reputation as a trusted partner in global custody services. In addition to core operational duties, you will engage with cross-functional teams to support client onboarding, troubleshoot issues, and provide ad-hoc reporting tailored to Indian market specifics, including compliance with local regulations like those from SEBI. This position offers exposure to JP Morgan's vast ecosystem, fostering professional growth through mentorship and training. If you thrive in a client-centric role within the financial services sector and are passionate about delivering high-impact results, join us to advance your career at one of the world's most respected financial institutions.

Key Responsibilities

• Manage and resolve client queries related to custody services, ensuring timely and accurate responses
• Control daily workflow processes within the Custody Client Fulfillment Team (CFT) to maintain operational efficiency
• Monitor and track query volumes, escalating complex issues to senior team members or compliance teams
• Collaborate with internal teams such as operations, technology, and sales to deliver seamless client service
• Prepare and analyze reports on query trends, workflow metrics, and service level agreements (SLAs)
• Ensure adherence to JP Morgan Chase's risk management and regulatory standards in all client interactions
• Support client onboarding and ongoing account maintenance for custody products
• Contribute to process improvements and automation initiatives to enhance query resolution speed
• Provide training and guidance to junior analysts on custody workflows and client service best practices
• Liaise with global JP Morgan teams to align on cross-border custody requirements

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in client services, custody operations, or financial services support roles
• Strong understanding of custody services, asset management, and regulatory requirements in the financial industry
• Proficiency in query management systems and workflow control tools
• Excellent communication skills with the ability to interact with clients and internal stakeholders
• Ability to work in a fast-paced environment and manage multiple priorities
• Relevant certifications such as CFA Level 1 or custody-related qualifications preferred but not mandatory

Preferred Qualifications

• Experience in JP Morgan Chase's custody operations or similar global banking environment
• Knowledge of Indian financial regulations and SEBI guidelines
• Advanced proficiency in data analysis tools like SQL or Excel for reporting
• Prior exposure to client relationship management in asset servicing
• Fluency in English and Hindi for client interactions in India

Required Skills

• Query management and resolution expertise
• Workflow control and process optimization
• Knowledge of custody and asset servicing operations
• Client communication and relationship building
• Data analysis and reporting using Excel and SQL
• Regulatory compliance in financial services
• Problem-solving and analytical thinking
• Time management and prioritization in high-volume environments
• Team collaboration and stakeholder engagement
• Attention to detail for accurate transaction handling
• Adaptability to changing client needs and market conditions
• Proficiency in financial software and CRM tools
• Risk assessment and mitigation skills
• Interpersonal skills for multicultural client interactions
• Basic project management for workflow initiatives

Benefits

• Competitive base salary and performance-based bonuses aligned with JP Morgan's compensation structure
• Comprehensive health insurance coverage including medical, dental, and wellness programs for employees and dependents
• Retirement savings plan with employer matching contributions to support long-term financial security
• Paid time off including vacation, sick leave, and flexible working arrangements
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers, childcare support, and employee assistance programs in select India locations
• Global mobility opportunities within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.