Investment Middle Office Services (IMOS) Client Operations Associate

Aumni; Bournemouth; On-site; GBP 32,000 - 52,000; Full time

Job summary

J.P. Morgan is seeking an IMOS Client Operations Associate to manage day-to-day client interactions and support service delivery across post-trade activities in a controlled environment.

You will coordinate with operational partners to meet service level agreements, provide oversight and escalation support, and help identify trends that inform process improvements and resiliency. You will engage with internal stakeholders and external providers to drive timely resolution and support client

Qualifications

• Experience supporting client service in investment operations, post-trade, or middle office environments.
• Knowledge of product areas such as equities, fixed income, FX, cash markets, derivatives, or repos.
• Understanding of IBOR and NAV production concepts.
• Ability to manage multiple priorities and meet deadlines.
• Ability to investigate issues and drive timely resolution with partners.
• Strong communication with clients and stakeholders, including in escalations.
• Apply risk awareness and maintain operational controls and documentation.
• Proficiency with reporting, analysis, and communication tools (spreadsheets, presentations, email).

Responsibilities

• Manage incoming and outgoing client queries, requests, and escalations across post-trade products and workflows.
• Coordinate with operational teams to meet service level agreements and client expectations.
• Perform daily oversight checks on key activities and escalate issues to appropriate partners.
• Prepare and deliver recurring client reporting aligned to agreed service measures.
• Support incident management routines, including tracking, status updates, and follow-up to closure.
• Participate in client meetings and support action tracking and outcomes.
• Conduct trend analysis to identify control enhancements and process improvement opportunities.
• Build relationships with internal partners and external providers.
• Liaise with brokers, custodians, transfer agents, and vendors to resolve breaks and inquiries.
• Monitor market changes and operational impacts, escalating as needed.
• Support onboarding activities such as new fund launches, product launches, and service change initiatives.

Skills

Client service

Investment operations

Post-trade

Multi-priority management

Root-cause analysis

Client communication

Risk awareness

Reporting

Tools

Spreadsheets

Presentations

Email

Job description

Bring your client service mindset and operational expertise to a role that sits at the center of post-trade delivery. You will partner across teams to resolve inquiries, strengthen controls, and help ensure consistent service outcomes. This opportunity offers broad product exposure and hands-on involvement in continuous improvement. You will engage with internal stakeholders and external providers to drive timely resolution and support client initiatives.
As an

Investment Middle Office Services (IMOS) Client Operations Associate in the IMOS Client Operations team, you will manage day-to-day client interactions and support service delivery across post-trade activities in a controlled environment. You will coordinate with operational partners to meet service level agreements, provide oversight and escalation support, and help identify trends that inform process improvements and resiliency.

Job responsibilities

• Manage incoming and outgoing client queries, requests, and escalations across post-trade products and workflows
• Coordinate with operational teams to meet service level agreements and client expectations
• Perform daily oversight checks on key activities and eliminate issues to appropriate partners
• Prepare and deliver recurring client reporting aligned to agreed service measures
• Support incident management routines, including tracking, status updates, and follow-up to closure
• Participate in client meetings and support action tracking and outcomes
• Conduct trend analysis to identify control enhancements and process improvement opportunities
• Build effective working relationships with internal partners and external third parties
• Liaise with external providers such as brokers, custodians, transfer agents, and vendors to resolve breaks and inquiries
• Monitor relevant market changes and operational impacts, escalating as needed
• Support onboarding activities such as new fund launches, product launches, and service change initiatives

Required qualifications, capabilities and skills

• Demonstrated experience supporting client service in investment operations, post-trade, or middle office environments
• Working knowledge of one or more relevant product areas (e.g., equities, fixed income, foreign exchange, cash markets, derivatives, or repurchase agreements)
• Understanding of fund accounting concepts, including investment book of record (IBOR) processes and net asset value (NAV) production considerations
• Ability to manage multiple priorities, maintain accuracy, and deliver under time-sensitive deadlines
• Ability to investigate issues, perform root-cause analysis, and drive timely resolution with partners
• Proven ability to communicate clearly with clients and stakeholders, including in escalation scenarios
• Ability to apply sound risk awareness and maintain appropriate operational controls and documentation
• Proficiency with standard productivity tools used for reporting, analysis, and communication (e.g., spreadsheets, presentations, and email)

Preferred qualifications, capabilities and skills

• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world 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. Manage client queries and service delivery across post-trade operations, with focus on controls and process improvement.