Prime Financial Services - Account Management - Analyst/ Associate
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What you'll do
- Oversee clients' end-to-end Prime Brokerage activities and strategy across J.P. Morgan, serving as the point of escalation for all aspects of their accounts, including technology, operations, financing, reporting, legal, and risk.
- Navigate the firm on behalf of the client, liaising with Technology, Middle Office, Operations, Product Development, Technology Client Support & Integration, Transition, Finance, Legal, Risk, Credit, Compliance, and other Lines of Business.
- Stay informed about broader industry and regulatory developments and provide relevant updates to clients.
- Understand clients' short and long-term goals and develop cross-selling opportunities complementary to J.P. Morgan businesses.
- Manage day-to-day client interaction, leading service reviews, account planning, writing call reports, and following up on actions; review client balances, P&L, position and cash management, and any significant variances from the norm.
- Ensure all client issues and requests are managed within the Firm’s compliance, managing organic KYC processes and risk through close attention to client overdrafts and unpaid bills, escalating risk-related issues as required.
- Advise clients on and assist with incremental account setup and operational procedures, liaising with Implementations to ensure correct account setups, and record client interactions in the Service Portal.
What they're looking for
- Minimum 1 year’s of relevant experience
- Bachelor’s degree
- Fluent in written and spoken English plus at least one Asian language.
- Strong verbal and written communication skills, with proven ability to negotiate.
- Attention to detail and accuracy, adaptability, and flexibility.
- Proven client service skills.
- Ability to manage multiple tasks and prioritize effectively.
- Good time management skills and ability to work to deadlines.
- Proficiency in Excel and PC skills.
Nice to have
- Demonstrates cultural sensitivity and awareness.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join our Prime Financial Services - Account Management Team, where you'll play a crucial role in delivering the highest standard of client service. Be part of a dynamic environment that values efficiency, quality, and client satisfaction, and take your career to new heights.
As a Analyst/ Associate in Prime Financial Services – Account Management, you will act as an escalation contact, ensuring all client service-related tasks are completed promptly with a high degree of quality and efficiency. You will manage incoming communications and paperwork related to account maintenance, ensuring clients' needs and expectations are met and analyzed to maintain agreed quality standards.
Job Responsibilities:
- Oversee clients' end-to-end Prime Brokerage activities and strategy across J.P. Morgan, serving as the point of escalation for all aspects of their accounts, including technology, operations, financing, reporting, legal, and risk.
- Navigate the firm on behalf of the client, liaising with Technology, Middle Office, Operations, Product Development, Technology Client Support & Integration, Transition, Finance, Legal, Risk, Credit, Compliance, and other Lines of Business.
- Stay informed about broader industry and regulatory developments and provide relevant updates to clients.
- Understand clients' short and long-term goals and develop cross-selling opportunities complementary to J.P. Morgan businesses.
- Manage day-to-day client interaction, leading service reviews, account planning, writing call reports, and following up on actions; review client balances, P&L, position and cash management, and any significant variances from the norm.
- Ensure all client issues and requests are managed within the Firm’s compliance, managing organic KYC processes and risk through close attention to client overdrafts and unpaid bills, escalating risk-related issues as required.
- Advise clients on and assist with incremental account setup and operational procedures, liaising with Implementations to ensure correct account setups, and record client interactions in the Service Portal.
Required Qualifications, Capabilities, and Skills:
- Minimum 1 year’s of relevant experience
- Bachelor’s degree
- Fluent in written and spoken English plus at least one Asian language.
- Strong verbal and written communication skills, with proven ability to negotiate.
- Attention to detail and accuracy, adaptability, and flexibility.
- Proven client service skills.
- Ability to manage multiple tasks and prioritize effectively.
- Good time management skills and ability to work to deadlines.
- Proficiency in Excel and PC skills.
Preferred Qualifications, Capabilities, and Skills:
- Demonstrates cultural sensitivity and awareness.
Company
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