Client Services Associate
JP Morgan
5 - 7 years
Mumbai
Posted: 19/05/2026
Job Description
As a Client Service Analyst in Operations, you will manage New account on-boarding’s for JPMorgan Funds and Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates; Lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
Account related projects including: Investment and Operational Solutions for new business opportunities, Design and implementation of new operating models, Implementation of new markets, Support of regulatory driven programs. Collaborate with teams across regions to implement process enhancements and support transformation efforts. Prepare management reports, resolve issues, and deliver custom reporting assignments for stakeholders.
Job responsibilities
- Champion client needs by delivering prompt, accurate solutions and building trusted relationships across a diverse portfolio.
- Own the end-to-end reporting process, ensuring data integrity, timeliness, and actionable insights for clients and stakeholders.
- Tackle ad-hoc assignments and custom reporting requests with agility, applying analytical skills to solve complex challenges.
- Drive process improvements and transformation initiatives by collaborating with global teams and leveraging innovative thinking.
- Proactively identify, escalate, and resolve issues, preparing impactful management reports that support strategic decision-making.
- Own the end-to-end reporting process, ensuring data integrity, timeliness, and actionable insights for clients and stakeholders.
- Exceptional communication and interpersonal skills, able to influence and build rapport with clients and colleagues.
- Advanced proficiency in digital tools and technology platforms to streamline workflows and enhance reporting accuracy.
- Strong analytical mindset with a keen attention to detail, capable of interpreting data and identifying improvement opportunities.
- Collaborative approach, thriving in cross-functional and multicultural teams while adapting to changing priorities.
- Initiative-driven, continuously seeking ways to optimize processes and contribute to a culture of innovation and excellence.
- Professionally qualified Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with 7 years of experience.
- A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement.
- Exceptional communication and interpersonal skills, able to influence and build rapport with clients and colleagues.
- Demonstrated experience in asset management or client reporting, with a focus on delivering value-added solutions.
- Collaborative approach, thriving in cross-functional and multicultural teams while adapting to changing priorities.
Initiative-driven, continuously seeking ways to optimize processes and contribute to a culture of innovation and excellence
.
About Company
JP Morgan Chase & Co. is one of the world's largest and most prestigious financial institutions, headquartered in New York City. It operates in over 100 countries, providing a wide range of financial services including investment banking, asset management, commercial banking, and wealth management.The company serves corporations, governments, institutions, and individual clients, offering expertise in areas such as mergers and acquisitions (M&A), securities trading, and credit management. Known for its global reach and financial strength, JP Morgan is a leader in innovation and sustainability within the banking industry.
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