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Job Description

SSO – Custody Middle Office - Client Facing Team 


The Custody Middle Office Client facing team, Mumbai, India consists of cross-product, functionally aligned teams to support Global Custody clients on Trades, Cash, Foreign Exchange and Asset Servicing enquiry streams and the Team is expected to have a proactive approach towards service delivery.


Job responsibilities


  • Financial Services background within Custody or Investment Bank environment with 12-15 yrs of experience in Trade Management / Cash Management Or Asset Services domain.
  • Strong Executive presence & interpersonal skills
  • Strong Business communication skills both verbal and written
  • Demonstrates strategic and analytical thinking
  • Successful performance in a risk based environment with a proven track record of risk reduction
  • Track record of working in a changing environment with the experience of learning, documenting and implementing new processes efficiently
  • Demonstrated experience of multi-tasking and effective time management with attention to detail in a fast paced environment
  • Must have good knowledge of Microsoft Office skills: Excel, Word and PowerPoint, Tableau (added advantage)
  • Strong time management skills required to meet the  internal and external deadlines/cutoffs
  • Shift – North America 

Required qualification, skills and capabilities:


  • Has to be extremely client-focused and result-oriented in approach. We are looking for a Client Services Manager who can help maintain existing business with current and act as liaison between the client & the Bank to remediate issues.
  • Hands on Manager with sound People Management skills and focus on grooming and developing diverse talent
  • Exhibits boundary-less behavior, proactive and ability to work with Global teams in a matrix organization environment
  • Ability to see the big picture and escalate quickly during critical situations
  • Should possess experience of working on voluntary\mandatory Corporate Actions or Income related processes OR
  • Trade management/ Cash management
  • Day to day inquiry management & resolution of escalated client exceptions. On a daily basis ensure timely and accurate responses executed on Custody Enquiries received and logged, in line with documented procedures and controls
  • Ensure all open enquiries are managed, and ownership maintained, so that cases are updated and closed in a timely manner according to case management best practices and case status policy
  • Work alongside a team of 10-15 professionals with managing  day-to-day efforts  
  • Host Review meetings with the client(s) & drive improvement/ efficiency opportunities.
  • Execute forward thinking to maintain response quality and completeness to prevent case reopening.
  • Publishing / Review of Daily/weekly performance metrics pertaining to the function and to identify and track reasons for deviation from agreed levels or expected behavior. Ensure follow up and escalate for all ageing items.
  • Manage group email boxes and SharePoint queues to ensure queries are resolved / responded to within a timeframe and manner sensitive to the urgency of the event, thereby ensuring that internal / external client satisfaction is maintained.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.



Job Details

Job Location
India
Company Industry
Other Business Support Services
Company Type
Unspecified
Employment Type
Unspecified
Monthly Salary Range
Unspecified
Number of Vacancies
Unspecified

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