Trade Client service – Client service Analyst

Location: Shanghai, China

Job Family: Client Service Delivery

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in Asia, particularly in Shanghai, where our Global Trade Client Service Organization drives innovation in trade finance. The Trade Client Service – Client Service Analyst role is pivotal in enhancing the client experience for corporate and institutional clients engaging in international trade. Based in our state-of-the-art Shanghai office, you will join a dynamic team focused on delivering seamless service for complex trade transactions, leveraging JP Morgan's extensive network and cutting-edge technology to support clients in navigating the evolving landscape of global trade. In this position, you will act as a trusted advisor to clients, managing end-to-end trade service delivery from inquiry resolution to transaction execution. Responsibilities include monitoring trade portfolios, ensuring compliance with international regulations, and collaborating with cross-functional teams to optimize client outcomes. You will analyze trade data to identify service gaps and propose solutions that align with JP Morgan's commitment to excellence in financial services. This role demands a proactive approach to client engagement, where you will handle escalations, prepare insightful reports, and contribute to process improvements that enhance efficiency in our trade operations. We seek candidates passionate about financial services and client-centric solutions, with a solid foundation in trade finance. At JP Morgan Chase, you will have access to world-class resources, mentorship from industry leaders, and opportunities for career growth in one of the most influential banks globally. Join us to make a tangible impact on clients' success in the competitive trade finance arena while advancing your professional journey in Shanghai's vibrant financial hub.

Key Responsibilities

• Serve as the primary point of contact for trade clients, addressing inquiries and resolving issues related to trade transactions
• Monitor and manage trade finance portfolios to ensure timely execution and compliance with client agreements
• Collaborate with internal teams, including sales, operations, and risk management, to enhance client service delivery
• Analyze client needs and recommend tailored trade finance solutions to improve efficiency and satisfaction
• Prepare and deliver reports on client service metrics, trade volumes, and performance indicators to senior management
• Ensure adherence to JP Morgan Chase's risk and compliance policies in all client interactions
• Support the onboarding of new trade clients, including documentation and KYC processes
• Identify opportunities for process improvements in trade client service to drive operational excellence
• Participate in client meetings and presentations to build and maintain strong relationships
• Handle escalations for complex trade disputes, coordinating with global teams for resolution

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in client service, trade finance, or financial services operations
• Strong understanding of trade finance products, including letters of credit, trade loans, and supply chain finance
• Proficiency in English and Mandarin (both written and spoken) for client interactions in Shanghai
• Knowledge of regulatory requirements in trade finance, such as those from the People's Bank of China and international standards
• Experience with client relationship management systems or CRM tools
• Ability to work in a fast-paced, global environment with cross-border teams

Preferred Qualifications

• Advanced certification in trade finance, such as Certified Trade Finance Professional (CTFP)
• Prior experience at a multinational bank like JP Morgan Chase in the Asia-Pacific region
• Familiarity with digital trade platforms and blockchain applications in trade finance
• MBA or equivalent postgraduate degree
• Experience handling high-net-worth clients or corporate trade portfolios

Required Skills

• Trade finance knowledge
• Client relationship management
• Problem-solving abilities
• Attention to detail
• Communication skills (verbal and written)
• Analytical thinking
• Regulatory compliance awareness
• CRM software proficiency
• Time management
• Team collaboration
• Risk assessment
• Data analysis
• Multilingual capabilities (English/Mandarin)
• Adaptability to global markets
• Customer service orientation

Benefits

• Competitive base salary and performance-based bonuses aligned with JP Morgan Chase's compensation structure
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• Retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee wellness programs, including gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Shanghai
• Global mobility support for career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.