Client Operations Associate

JPMorgan Chase & Co.; Town of Newark (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is hiring an Client Operations Associate I in AM Global Fee Middle Office Operations. You will manage end-to-end client onboarding, support multiple products and platforms, address inquiries, and build fee structures with accuracy.

You will collaborate with Client Service Managers, Product Specialists, and Legal Contract Specialists to resolve operational challenges, drive improvements, and protect client interests while leveraging automation and data-driven insights.

Qualifications

• Bachelor's degree from an accredited college/university is required.
• 2+ years’ experience in Finance, Accounting, or related work.
• Strong problem-solving, analytical and communication skills with high attention to detail.

Responsibilities

• Lead end-to-end client onboarding and ongoing operational support across products and platforms.
• Address inquiries, troubleshoot issues, and build client fee structures.
• Review client fee agreements and interpret terms to build accurate structures.
• Collaborate with Service Managers, Product Specialists, and Legal to resolve issues and drive improvements.
• Leverage automation and data insights to streamline operations and drive efficiency.

Skills

Problem solving

Analytical skills

Communication

Attention to detail

Stakeholder management

Process improvement

Education

Bachelor's degree

Tools

Automation tools

Data analysis

AI/ML awareness

Fee calculation

Job description

Join our dynamic team and be at the forefront of innovation in the Asset Management and Banking industries. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency.

As a Client Operations Associate I in AM Global Fee Middle Office Operations, you will enhance the client onboarding experience and provide support across multiple products, client types, and platforms. You’ll address client inquiries, build client fee calculation structures, and troubleshoot issues, while identifying opportunities to refer additional services. Your expertise in client operations, strategic planning, control oversight, and process automation will help optimize the team's performance and enhance our client's experience. Managing and influencing internal stakeholders and Technology partners, you will drive improvements and resolve challenges within established policies and systems. Your curiosity, analytical skills, and passion for driving solutions will lead to significant and meaningful impact toward our team's success.

Job responsibilities

• Lead and support end-to-end client onboarding and provide ongoing operational support to ensure a seamless experience and high client satisfaction across products and platforms.
• Address client inquiries, troubleshoot issues, process fee structures accurately, and identify opportunities to enhance service delivery.
• Review and understand client fee agreementswhile interpretating fee terms and conditions in order to accurately build client fee structures
• Collaborate with Client Service Managers, Product Specialists, and Legal Contract Specialists to resolve operational or client challenges, drive process improvements, support project management, and align AM operations with industry best practice.
• Leverage automation technologies and data-driven insights to streamline operations, improve efficiency, and drive continuous improvement within the service center.
• Monitor Onboarding dashboards to identify and resolve rule breaks and execute calculation records within the team's expected timelines.
• Implement process and controls to detect and prevent inaccurate fee structures while protecting the organization’s financial and reputational interests.

Required qualifications, capabilities, and skills

• Bachelor’s degree from an accredited college/university
• 2+ years’ experience in Finance, Accounting, or similar work experience
• Excellent problem-solving, analytical, and communication skills, with attention to detail and a commitment to delivering high-quality results.
• Strong interpersonal and stakeholder management skills, with a track record of building productive relationships and driving collaborative solutions.
• Proficiency in leveraging automation technologies and digital tools to improve operational efficiency and client experience.
• Proven ability to apply strategic planning principles to optimize client operations and service center performance.
• Experience implementing process and controls to detect and mitigate risk.

Preferred qualifications, capabilities, and skills

• Advanced degree or certification a plus, MBA, CPA, or CFA
• Experience supporting continuous improvement initiatives and contributing to project management activities.
• Strong data and technology literacy, including the ability to analyze operational data, integrate AI/ML tools, and apply market product knowledge to align AM operations with business initiatives.
• Strong presentation skills, with the ability to communicate operational insights and recommendations to diverse audiences.
• Experience with fee agreement interpretation.
• Knowledge of the Asset and Wealth Management industry, products and clients.

Please note this role is not eligible for employer immigration sponsorship.