JPMorgan Chase & Co.
Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As an Associate I in Investment Middle Office Services – Client Operations, your key responsibility is to provide premier service delivery and ensure the accurate and timely execution of investment operations for our end clients. You will manage every stage of the lifecycle for each product, from broker matching to custodial network management, lifecycle events, settlement of trades and cash, claims and overdraft management, client and regulatory reporting, and input into the production of our Investment Book of Record delivery (IBOR).
Job responsibilities
Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing proficiency in strategic planning and digital literacy.
Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
Use market product knowledge to give informed advice to clients, maintaining understanding of current industry practices and regulations.
Help develop and implement process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Be a point of contact within the Global/Regional IMOS team for a client or clients, and internal partners, to build strong relationships in support of key interactions and continued premier service delivery.
Take ownership and/or oversight of the various components of daily operational activities essential to the construction and delivery of middle‑office services.
Serve as a communication source for escalation of issues, service updates, and progress updates for the client across internal partners.
Seek opportunities and take ownership of initiatives to improve service levels and efficiency for J.P. Morgan and the client.
Build solid and interactive internal relationships with global operations partners, client service and other products, including Front‑Office, Performance & Risk, and Compliance teams.
Work cross‑functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery.
Provide oversight and ownership of the IBOR, reconciliations and transaction lifecycle management.
Required qualifications, capabilities, and skills
3+ years of experience or equivalent expertise in a client‑service role within a financial institution.
Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
Experience in change management, facilitating strategic communications and mitigating stakeholder impact.
Proficiency in digital literacy, willing to understand and implement new/emerging technologies impacting business operations.
Excellent client‑facing skills and communication style, comfortable dealing with key clients.
Understanding of investment operations, trade services, IBOR, and reconciliation.
Attested track record of working to deadlines, with accountability and responsibility for independent workload.
Excellent problem‑solving skills to identify, understand and address operational and technical issues.
Strong written and verbal communication skills, including developing relationships across stakeholders, including senior business executives.
Ability to be flexible, follow and meet tight deadlines, organize and prioritize work, and meet client expectations.
Self‑starter with ability to learn quickly.
Preferred qualifications, capabilities, and skills
Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
Drive continuous improvement initiatives for high‑quality client experiences.
Experience in client‑facing roles working across multiple business areas and/or functions to deliver results.
Analytical, problem‑solving, critical thinking, and decision‑making skills, with the ability to work independently and multi‑task in a fast‑paced environment.
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As an Associate I in Investment Middle Office Services – Client Operations, your key responsibility is to provide premier service delivery and ensure the accurate and timely execution of investment operations for our end clients. You will manage every stage of the lifecycle for each product, from broker matching to custodial network management, lifecycle events, settlement of trades and cash, claims and overdraft management, client and regulatory reporting, and input into the production of our Investment Book of Record delivery (IBOR).
Job responsibilities
Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing proficiency in strategic planning and digital literacy.
Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
Use market product knowledge to give informed advice to clients, maintaining understanding of current industry practices and regulations.
Help develop and implement process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Be a point of contact within the Global/Regional IMOS team for a client or clients, and internal partners, to build strong relationships in support of key interactions and continued premier service delivery.
Take ownership and/or oversight of the various components of daily operational activities essential to the construction and delivery of middle‑office services.
Serve as a communication source for escalation of issues, service updates, and progress updates for the client across internal partners.
Seek opportunities and take ownership of initiatives to improve service levels and efficiency for J.P. Morgan and the client.
Build solid and interactive internal relationships with global operations partners, client service and other products, including Front‑Office, Performance & Risk, and Compliance teams.
Work cross‑functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery.
Provide oversight and ownership of the IBOR, reconciliations and transaction lifecycle management.
Required qualifications, capabilities, and skills
3+ years of experience or equivalent expertise in a client‑service role within a financial institution.
Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
Experience in change management, facilitating strategic communications and mitigating stakeholder impact.
Proficiency in digital literacy, willing to understand and implement new/emerging technologies impacting business operations.
Excellent client‑facing skills and communication style, comfortable dealing with key clients.
Understanding of investment operations, trade services, IBOR, and reconciliation.
Attested track record of working to deadlines, with accountability and responsibility for independent workload.
Excellent problem‑solving skills to identify, understand and address operational and technical issues.
Strong written and verbal communication skills, including developing relationships across stakeholders, including senior business executives.
Ability to be flexible, follow and meet tight deadlines, organize and prioritize work, and meet client expectations.
Self‑starter with ability to learn quickly.
Preferred qualifications, capabilities, and skills
Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
Drive continuous improvement initiatives for high‑quality client experiences.
Experience in client‑facing roles working across multiple business areas and/or functions to deliver results.
Analytical, problem‑solving, critical thinking, and decision‑making skills, with the ability to work independently and multi‑task in a fast‑paced environment.
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