Client Service Associate II

Testing Site - JPMC; Tampa (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

Testing Site - JPMC in Tampa, FL seeks an Associate II in Investment Middle Office Services - Client Operations to deliver premier service and ensure accurate, timely investment operations for end clients. The role covers broker matching, custodial networks, lifecycle events, and settlements, with reporting inputs for IBOR delivery.

You will collaborate with global IMOS teams, Front Office, Risk, Compliance, and Technology to manage IBOR, reconciliations, and lifecycle processes while

Qualifications

• Excellent client facing skills and communication style required.
• Understanding of investment operations, trade services and IBOR.
• Track record of meeting deadlines with accountability for workload.
• Strong problem solving abilities to address operational issues.
• Excellent written and verbal communication across stakeholders.

Responsibilities

• Be a point of contact within Global/Regional IMOS for clients and partners to ensure premier service delivery.
• Take ownership or oversight of daily operational activities essential to middle office services.
• Escalate issues, provide service updates, and communicate progress for clients and partners.
• Identify opportunities to improve service levels and efficiency for JP Morgan and clients.
• Build internal relationships with global operations, client service, Front Office, Risk, and Compliance.
• Collaborate with technology, product, and other operations to manage IBOR service delivery.
• Provide oversight of IBOR, reconciliations, and lifecycle management.

Skills

Client facing

Investment operations

Deadline driven

Problem solving

Communication

Time management

Self-starter

Job description

As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Ultimately, your keyresponsibility within the IMOS team will be toprovide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.

Job responsibilities

• Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery

• Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services

• Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.

• Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client

• Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams

• Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery

• Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management

Required qualifications, capabilities and skills

• Excellent client facing skills & communication style, comfortable dealing with key clients

• Understanding of investment Operations, Trade Services, IBOR, Recon.

• Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload

• Excellent problem solving skills to identify, understand and address operational and technical issues

• Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives

• Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations

• Self-starter with ability to learn quickly

Preferred qualifications, capabilities, and skills

• Ability to analyze a process and recommend ways to improve quality, control, and efficiency.

• Drive continuous improvement initiatives for high-quality client experiences.

• Experience in client-facing roles working across multiple business areas and/or functions to deliver results.

• Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.