Collateral Client Service Representative at J.P. Morgan

Start Date:
Programme Type:
Apprenticeship - Higher Level (Level 4/5)
£13,000 annually
Review Date:
June 2016

Review Score


1. Please give an overview of your role and what this involves on a day-to-day basis:


I work in Collateral Client Service therefore my BAU revolves around managing a Portfolio of Clients. Responsibilities in this includes; agreeing day to day margin calls through to settlement, managing risk controls and adhering to regulation, dealing with Collateral Statement queries both Cleared and Non Cleared, and liaising with both internal and external clients.

2. Have you learnt any new skills or developed existing skills?


I have learnt / developed a number of skills since joining this apprenticeship. This includes; Team Work, Communication, Initiative, Time Management, Organisation, increased ability to learn at a quicker pace

3. To what extent do you enjoy your programme?


I thoroughly enjoy the programme I am on. I enjoy the role I have been placed into and also outside of work this apprenticeship offers a whole variety of things. From volunteering to help children in Africa to mentoring other young professionals make the most out of future opportunities. Also from a Study aspect this apprenticeship offers a great way to obtain an industry recognized qualification which gives a great insight into how the Financial Industry works

4. How valued do you feel by J.P. Morgan?


J.P. Morgan as a company is a huge organization therefore I feel that it is hard to feel valued by the company itself. That being said, on a Team / Department level this is the complete opposite. In my team I do feel valued and have been given responsibilities that have made me "an integral part to the team".

5. How well organised/structured is your programme?


The programme I am on is currently in its infancy. I am in the 3rd Cohort of this programme however it does not feel like it. I think the structure of the programme has been very well thought out and is definitely equipping me well for future years in the financial industry. Speaking to people in earlier Cohorts I have found this has backed up my point.

6a. How much support do you receive from your training provider?


The training provider, BPP, gives 5 lectures a module which covers the need to know aspects of that module. We have also been assigned with someone at BPP to go to with any questions regarding the study aspect of our apprenticeship and also to help with coursework that must be undertook. I feel that there is support there however am aware of changes to be made to increase this support. As mentioned earlier, this programme is still in its infancy

6b. How much support do you receive from your employer?


My employer definitely supports both myself and every other member of the cohort. Whether it be work or life related they are there to listen to you and assist you if needed. We are also given a days study day a week in order to concentrate on lectures and have the best possible chance of passing exams.

7. How well does your salary/package meet your costs?


I have moved location therefore have had to start a new with regards to living arrangements etc. I feel the starting salary is just enough to keep me going each month so that I can pay rent/bills/food and have enough to go out once in a while. This being said there is potential for your salary to modestly increase once the apprenticeship has been completed.

8. Are there many opportunities outside of work?


There are a number of opportunities outside of work to get involved in. This can range from volunteering to sport clubs. I am involved with the JPM Football Team which is a great way to network with other employees. JPM promote networking therefore have the outside of work opportunities already in place in order to give an individual the best possible chance of meeting new people

9a. Would you recommend J.P. Morgan to a friend? *


9b. Why? *

An apprenticeship at JPM is one of the best ways to get a foot in the door of a future career in Finance. The opportunities, support and reasons stated above is why I would always recommend it to a friend

10. What tips or advice would you give to others applying to J.P. Morgan? *

Be yourself. Bit of a cliché however JP Morgan are looking for the right person. Be confident, be engaging and grasp the opportunity given to you with both hands

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