Custody Client Success Specialist

JPMorgan Chase & Co.; Sydney; On-site; AUD 110,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Sydney is seeking an Associate in the Custody Client Facing Team within Securities Services Operations to deliver day-to-day client service support for multiple custody clients and resolve inquiries with urgency while following a strong risk framework.

You will collaborate across product, sales, account management, and operations to identify trends, improve settlement timeliness, and strengthen client relationships through proactive outreach and periodic reviews.

Qualifications

• 5 years of client-facing operations experience in custody or related environments.
• Experience supporting global equity and fixed income settlement and post-trade processes.
• Experience supporting asset servicing activities (e.g., corporate actions and income processing).
• Experience supporting cash and foreign exchange operational processes.
• Strong written and verbal communication skills, with experience supporting external financial services clients.
• Demonstrated attention to detail and disciplined follow-through in a controlled environment.
• Proven ability to use KPIs and metrics to drive measurable service or process improvements.

Responsibilities

• Deliver high-quality custody client service support across a portfolio of institutional clients
• Respond to client inquiries accurately and on time, coordinating end-to-end resolution across partners
• Lead proactive client communication, including participation in periodic client review and due diligence meetings
• Apply risk and control checks, elevate exceptions, and document outcomes to support a strong control environment
• Analyze KPIs and operational metrics to identify recurring issues and improvement opportunities
• Improve settlement timeliness and straight-through processing by partnering with operations and product stakeholders
• Use approved digital and AI-assisted workflows to triage inquiries, draft responses, summarize themes, and surface automation opportunities (with appropriate controls)
• Build strong working relationships across product, sales, account management, and global operations teams
• Share knowledge, collaborate with teammates, and contribute to continuous learning and process standardization

Skills

Client-facing operations

Custody operations

Global settlement experience

Asset servicing knowledge

Cash & FX operations

Strong communication

Attention to detail

KPI-driven improvements

Service management tools

Workflow tools

Tools

Service management tools

Workflow tools

Job description

JPMorgan Chase & Co. in Sydney is seeking an Associate in the Custody Client Facing Team within Securities Services Operations to deliver day-to-day client service support for multiple custody clients and resolve inquiries with urgency while following a strong risk framework.

You will collaborate across product, sales, account management, and operations to identify trends, improve settlement timeliness, and strengthen client relationships through proactive outreach and periodic reviews.