Client Service Associate II - Custody Operations
Listed on 2026-06-13
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Finance & Banking
Risk Manager/Analyst, Financial Consultant, Financial Compliance, Financial Analyst
Job Description
Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional investors worldwide. Be part of a collaborative, innovative environment where your strategic thinking and client focus will drive results.
As a Client Service Associate II in our Securities Services Custody Client Facing team, you will provide institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities, as well as ancillary services such as foreign exchange, collateral, derivatives lifecycle management, bank loans, and liquidity solutions. You will work closely with business partners, adapt to a dynamic environment, and play a key role in supporting our core client segments, including asset managers, asset owners, insurance/GSEs, banks/broker dealers, and hedge funds.
Responsibilities- Provide excellent client service and support to internal and external clients daily
- Monitor client inquiries, resolve non-routine issues, and partner with internal teams to resolve exceptions promptly
- Perform root cause analysis to increase straight-through processing and build strong stakeholder relationships
- Partner with global teams and technology to identify product enhancements and technology improvement opportunities
- Collaborate with Client Service Teams to manage client expectations and deliver unparalleled client experiences
- Provide operations subject matter expertise and value-added services to clients as needed
- Organize and prioritize work to meet tight deadlines and deliverables
- Anticipate issues and proactively drive initiatives to ensure results
- Adapt to a changing business landscape and manage multiple priorities
- Lead and influence process improvements and control enhancements
- Bachelor's degree or equivalent experience
- Knowledge of financial markets, trade lifecycle, and settlement practices
- Excellent verbal and written communication skills; able to interact with all staff levels and technical teams
- Strong analytical and problem-solving skills, with a proactive mindset to drive change and enhance controls
- Ability to operate effectively in a deadline-driven, fast-paced environment with flexibility to adapt as needed
- Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
- Strategic thinker with practical execution skills and a control-focused agenda
- Ability to manage through change and deliver results independently
- Strong organizational skills with the ability to prioritize and identify big ideas
- Prior custody operation services, markets, or prime brokerage operational experience, including supervisory functions
- Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules, and Global Custody
- Self-starter with the ability to learn quickly and lead initiatives
- Experience working closely with business partners and influencing at all levels of the organization
We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions. Benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Additional details about total compensation and benefits will be provided during the hiring process.
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions worldwide entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability & Veterans.
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