Client Service Associate II - Corporate Action - Securities Services Custody Client Operations

Testing Site - JPMC; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase's Securities Services Custody Client Operations in Tampa seeks a Client Service Associate II – Corporate Action to deliver best-in-class settlement, safekeeping, and asset servicing for global securities. You will support corporate actions processing, client inquiries, and cross‑functional collaboration with global teams to optimize outcomes and protect client assets.

This role requires expertise in mandatory/voluntary corporate actions, MT56x messaging, and BI tools, with strong

Qualifications

• Knowledge of mandatory and voluntary corporate actions and the full asset servicing lifecycle for global assets.
• Strong understanding of corporate actions-related SWIFT messaging (e.g., MT56x series).
• Excellent verbal and written communication skills; able to interact effectively at all levels of the organization.
• Ability to operate in a fast-paced environment, manage tight deadlines, and demonstrate strong time management skills.
• Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.
• Strong analytical and problem-solving skills with a proactive mindset to drive process improvement.
• Bachelor’s degree or equivalent experience required.

Responsibilities

• Deliver exceptional client service and support to internal and external stakeholders.
• Manage and resolve issues related to Global Custody Corporate Actions, including client instructions, completion, and reconciliation.
• Monitor and respond to client inquiries, resolve non-routine issues, and partner with internal teams to address exceptions promptly.
• Conduct root cause analysis to increase straight-through processing and build strong stakeholder relationships.
• Collaborate across global teams and technology partners to identify and implement product and process enhancements.
• Work closely with Client Service teams to manage client expectations and concerns.
• Provide operations subject matter expertise and value-added services to clients as needed.

Skills

Corporate Actions

SWIFT MT56x

Communication

Time Management

Business Intelligence

Analytical Thinking

Bachelor's Degree

Education

Bachelor's degree

Tools

Tableau

Alteryx

UiPath

OwlDQ

Job description

Be part of a world‑class team at JPMorgan Chase’s Corporate & Investment Bank – Securities Services, Custody Middle Office. Drive innovation and operational excellence while supporting institutional investors in global markets. Your expertise will help protect client portfolios and maximize opportunities in a dynamic environment.

As a Client Service Associate II - Corporate Actionin the Securities Services Custody Client Operations team, you will deliver best-in-class solutions for settlement, safekeeping, and asset servicing of securities. You’ll support ancillary services such as Foreign Exchange and Liquidity Solutions, collaborate with global teams, and ensure an unparalleled client experience. Your work will optimize operational efficiency and safeguard client assets across diverse markets.

Job responsibilities

• Deliver exceptional client service and support to internal and external stakeholders
• Manage and resolve issues related to Global Custody Corporate Actions, including client instructions, completion, and reconciliation
• Monitor and respond to client inquiries, resolve non-routine issues, and partner with internal teams to address exceptions promptly
• Conduct root cause analysis to increase straight-through processing and build strong stakeholder relationships
• Collaborate across global teams and technology partners to identify and implement product and process enhancements
• Work closely with Client Service teams to manage client expectations and concerns
• Provide operations subject matter expertise and value-added services to clients as needed

Required qualifications, capabilities, and skills

• Knowledge of mandatory and voluntary corporate actions and the full asset servicing lifecycle for global assets
• Strong understanding of corporate actions-related SWIFT messaging (e.g., MT56x series)
• Excellent verbal and written communication skills; able to interact effectively at all levels of the organization
• Ability to operate in a fast-paced environment, manage tight deadlines, and demonstrate strong time management skills
• Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
• Strong analytical and problem-solving skills with a proactive mindset to drive process improvement
• Bachelor’s degree or equivalent experience required

Preferred qualifications, capabilities, and skills

• Prior experience in Custody, Markets, or Corporate Actions operations
• Understanding of DTC, Euroclear, Foreign Exchange, reconciliation rules, and global custody
• Self-starter with the ability to learn quickly; strong leadership skills focused on risk mitigation and a proactive approach to ensure “Best in Class” results.

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