Securities Services - Client Service and Solutions - Associate

Coastal Freight Logistics
Mumbai
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 8 yearsMin. 8 years

Job Description

Securities Services - Client Service and Solutions - Associate

The Securities Services business (global leader with ~$22 trillion in AUC) provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights. 

The Client Service and Solutions team has overall accountability for managing the end to end relationship of our local and global clients. We are their primary contact on all Securities Services related matters. We partner with Sales & Product in improving and retaining client relationships, while maintaining a strategic understanding of the client’s operating model and offering effective solutions. We are the escalation contacts for our clients across all Ops and Tech teams – those teams manage day to day client queries while we manage the overall relationship.

 

Job Responsibilities:

  • Primary Client Service contact for the India entities of top clients
    • Organize and chair roundtable meetings for clients’ LOB leads to help drive client satisfaction, facilitate enhanced collaboration and share best global practices 
    • Ensure all Operational issues are well recorded and remediated in partnership with local Ops teams given that majority of the Ops team for the clients and JPM are based in India
    • Host joint DEI events attended by global and local senior management of the client and JPM
  • Act as the end to end client service manager for global clients
    • Resolve relationship and account level queries of clients/fund managers
    • Escalation point of contact for the Ops teams across the product suite taken by the client
    • Awareness of latest product, process, business and market updates
    • Liaise with Sales/Product to enhance client experience and improve service
  • Billing
    • Review the Invoices generated for accuracy and completeness as per the pre-defined client delivery schedule
    • Develop an expertise on range of products offered as well as any client specifics, to ensure that the invoice is in-line with the offering
    • Identify gaps in the Invoicing process and fix them; share thematic analysis for strategic remediation
  • Risk & Controls and Internal Project Management
    • Partnering with Prod Dev on internal strategic initiatives and deliver management projects
    • Implement process improvement to enhance efficiency and client satisfaction
    • Enable technology adoption within the team to help reduce manual intervention
  • Reporting
    • Prepare various KPI and KRI reports for clients and internal stakeholders
    • Consolidated Reporting: raw data gathering, analysis and initial presentation of Client scorecards and MIS
    • Running standard or specific reports using internal JPMorgan and / or 3rd party licensed applications systems and provision of such reports to internal and / or external parties.
  • People management
    • Manage a team including Associates and Analysts
    • Execute clear path for development of all the resources
  • Ensure high service levels are attained and there is minimal external/internal escalations
  • Collaborate with wider teams across all regions to help manage efficiency through continued automation/ remediation of manual tasks 

Required Qualifications, capabilities, and skills:

  • ~8-10 years of overall work experience with ~4-5 years of people management experience
  • Excellent communication skills (Oral and written); Role involves extensive coordination with senior external and internal stakeholders across lines of businesses 
  • Working knowledge on Global Custody and/or Fund Services is a plus
  • Strong attention to detail, problem solving and effective escalation skills required 
  • Experience working with Microsoft Excel, PowerPoint, SharePoint, and Project
  • Energetic self-starter with ability to navigate the firm proactively, collaborate and effectively partner with different teams and individuals
  • Strong program management skills, must be organized and able to develop a project plan and break it down into achievable deliverables
  • Strong collaboration skills, able to work with many different individuals and partner effectively with different groups

 

Job role

Work location
Work locationMumbai, 32183-L&T Business Park, L&T Business Park Tower A Lower & Upper Basement (Part) Ground floor, 1st to 10th floor Near L&T Gate no 5, Saki Vihar Road, Mumbai, Maharashtra, India Mumbai
Department
DepartmentSales & BD
Role / Category
Role / CategorySales Support & Operations
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 8 years

About company

Name
NameCoastal Freight Logistics
Job posted by Coastal Freight Logistics

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