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Client Service Manager - Vice President

JPMorgan Chase & Co.

CIB Operations –Investment Middle Office Services , Investment Book of Record (IBOR) – Operations

Investment Middle Office Departmental Outline: 

JPMorgan Chase’s Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including but not limited to Listed Securities, Cash, ETDs, OTCs, Repos, Bank Loans and CFDs 

IMOS deals with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR). 

The IBOR team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around and is the basis for multiple, dynamic views of positions for front-office functions. IBOR is not simply a data repository supporting the investment function though, it is a processing engine capable of reflecting essentially every type of business event affecting the investment portfolio and is capable of processing these changes as they occur, no matter what their source. 

Ultimately, it is the key responsibility of the IBOR team to provide premier service delivery and ensure the accurate and timely delivery of the IBOR to our end clients. Additionally, the IBOR service delivery team liaises with our clients, and / or any associated financial organisations as required, to ensure any issues are resolved to the client’s satisfaction.

Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (IBOR) and Trade Services? Then this is the role for you.

As aClient Service Manager - Vice President you will be dealing with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Role & Responsibilities:

The role focuses specifically on Investment Middle Office Services (IMOS) Investment Book of Record (IBOR) 

  • Be a point of contact within the Global IBOR team for a client, or clients, and internal partners 
  • Build strong relationships in order to support key interactions and continued premier service delivery
  • Ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services
  • Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.
  • Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client 
  • Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
  • Ownership and/or active participation of key projects or tasks to ensure the continued IMOS global strategy is maintained as required, including new client onboarding.
  • Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
  • Ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
  • Oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management
  • Work with management to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
  • Ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
  • Oversight and ownership, where necessary, of Reconciliations and transaction lifecycle management
  • Management experience 

To be successful, you will need:

  • Excellent client facing skills & communication style, comfortable dealing with key clients 
  • Understanding of OTC instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products and other financial instruments
  • Track record of successfully working to deadlines, with accountability and responsibility for independent workload
  • Experience of Investment Operations (Trades, Cash and Reconciliations)
  • Experience of transaction lifecycle management
  • Excellent problem solving skills to identify, understand and address operational and technical issues 
  • Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives 
  • Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations 
  • Self-starter with ability to learn quickly
  • Strong management skills

J.P. Morgan is an equal opportunity employer and is committed to providing a working environment that embraces and values diversity and inclusion. 

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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Confirmed 18 hours ago. Posted 22 days ago.

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