Client Service Associate II
Listed on 2026-07-08
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Finance & Banking
Banking Operations
As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will handle all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle 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).
Jobresponsibilities
- Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
- Take 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 efficiency for J.P. Morgan and the Client
- Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
- Have the ability to 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
- Excellent client‑facing skills and communication style, comfortable dealing with key clients
- Understanding of investment Operations, Trade Services, IBOR, Recon.
- Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
- 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
- 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
- Competitive total rewards package including base salary, commission‑based pay and discretionary incentive compensation
- Comprehensive health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching
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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