Custody Operations Client Success Associate

Next Frontier Capital; New South Wales; On-site; AUD 140,000 - 190,000; Full time

Job summary

J.P. Morgan in New South Wales seeks an Associate for the Custody Client Facing Team to provide day-to-day client service to institutional custody clients, respond promptly to inquiries, and collaborate with product, sales and operations to resolve issues and improve settlement timeliness.

You will monitor KPIs to spot trends, escalate risks with proper controls, and support proactive client reviews using AI-assisted workflows for efficient triage and response generation.

Qualifications

• 5 years of client-facing operations experience in custody, fund administration, asset management operations, or a closely related environment.
• Experience supporting global equity and fixed income settlement and post-trade operational processes.
• Experience supporting asset servicing activities (e.g., corporate actions and income processing) in an operations setting.
• 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, escalate 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 experience

KPI analysis

Communication skills

Attention to detail

Risk and controls mindset

Cross-functional collaboration

Tools

Workflow tools

AI-assisted workflows

Job description

J.P. Morgan in New South Wales seeks an Associate for the Custody Client Facing Team to provide day-to-day client service to institutional custody clients, respond promptly to inquiries, and collaborate with product, sales and operations to resolve issues and improve settlement timeliness.

You will monitor KPIs to spot trends, escalate risks with proper controls, and support proactive client reviews using AI-assisted workflows for efficient triage and response generation.