Client Service Associate I - Custody Operations

Testing Site - JPMC; Tampa (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Testing Site - JPMC is seeking a Client Service Associate to join our Securities Services Custody Client Facing team in the Tampa region. You will provide institutional clients with access to markets globally for settlements, safekeeping, and asset servicing.

Responsibilities include handling client inquiries, resolving issues, performing root cause analysis, and collaborating with global teams to improve product and processes while ensuring an exceptional client experience.

Qualifications

• Knowledge of financial markets, trade lifecycle, and settlement practices.
• Excellent verbal and written communication skills for all business levels.
• Ability to operate in a dynamic environment with tight deadlines and strong time management.
• Exposure to business intelligence tools and data-driven analysis.
• Bachelor's Degree or equivalent experience.

Responsibilities

• Provide excellent client service and support to internal and external clients daily.
• Monitor client inquiries, resolve non-routine issues and partner with internal teams.
• Perform root cause analysis to increase straight-through processing and relationships.
• Collaborate with global teams to identify product enhancements and technology improvements.
• Manage client expectations and deliver an unparalleled client experience.
• Provide operations subject matter expertise and value-added services when required.

Skills

Financial markets knowledge

Communication skills

Time management

Analytical thinking

Cross-functional collaboration

Education

Bachelor's Degree

Tools

Tableau

Alteryx

UiPath

OwlDQ

Job description

You are a strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you.

As aClient Service AssociateI in ourSecurities Services Custody Client Facing team,you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.

Job Responsibilities

• Provide excellent client service and support to internal and external clients daily
• Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely manner
• Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders
• Partner across wider global team and technology to identify product enhancements and technology improvement opportunities
• Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
• Provide operations subject matter expertise and value-added services to clients where required

Required qualifications, Capabilities, and Skills

• Knowledge of financial markets, trade lifecycle, and settlement practices
• Excellent verbal and written communication skills, and adept at communicating with all levels of the business andtechnical parts of the organization
• Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
• Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
• Strong analytical & problem-solving skills with proactive mindset to drive change
• Bachelor's Degree required or equivalent experience

Preferred qualifications, Capabilities, and Skills

• Prior custody/treasury operation services, markets operational experience
• Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody
• Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure “Best in Class” result.

Candidates selected for hire will be based on their skillset, across multiple grade levels within this pipeline

With planned real estate expansion for JPMorganChase, this role is subject to change locations within the Tampa region