Client Service Associate II - Custody Operations

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

Job summary

JPMorgan Chase in Tampa, FL is seeking a Client Service Associate II to join our Securities Services Custody Client Facing team. You will provide institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities, plus related services.

You will collaborate with business partners, adapt to a dynamic environment, and focus on delivering exceptional client experiences while supporting asset managers, banks, and hedge funds across multiple regions.

Qualifications

• Bachelor’s degree or equivalent experience.
• Knowledge of financial markets, trade lifecycle, and settlement practices.
• Excellent verbal and written communication skills; able to interact with staff at all levels.
• Strong analytical and problem-solving abilities with a proactive mindset to drive change and enhance controls.
• Ability to operate in a deadline-driven, fast-paced environment with flexibility.
• Experience with business intelligence tools (Tableau, Alteryx, UiPath, OwlDQ) and data analysis.
• Strategic thinker with practical execution skills and a control-focused agenda.
• Ability to manage through change and deliver results independently.
• Strong organizational skills with the ability to prioritize and identify big ideas.

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 to resolve exceptions promptly
• Perform root cause analysis to increase straight-through processing and build strong stakeholder relationships
• Partner with global teams and technology to identify product enhancements and technology improvement opportunities
• Collaborate with Client Service Teams to manage client expectations and deliver unparalleled client experiences
• Provide operations subject matter expertise and value-added services to clients as needed
• Organize and prioritize work to meet tight deadlines and deliverables
• Anticipate issues and proactively drive initiatives to ensure results
• Adapt to a changing business landscape and manage multiple priorities
• Lead and influence process improvements and control enhancements

Skills

Client service

Communication

Analytical thinking

Problem solving

Deadline-driven

Adaptability

Stakeholder management

Data-driven

Education

Bachelor's degree or equivalent experience

Tools

Tableau

Alteryx

UiPath

OwlDQ

Job description

Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional investors worldwide. Be part of a collaborative, innovative environment where your strategic thinking and client focus will drive results.

As a Client Service Associate II in our Securities Services Custody Client Facing team, you will provide institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities, as well as ancillary services such as foreign exchange, collateral, derivatives lifecycle management, bank loans, and liquidity solutions. You’ll work closely with business partners, adapt to a dynamic environment, and play a key role in supporting our core client segments, including asset managers, asset owners, insurance/GSEs, banks/broker dealers, and hedge funds.

Job 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 to resolve exceptions promptly
• Perform root cause analysis to increase straight-through processing and build strong stakeholder relationships
• Partner with global teams and technology to identify product enhancements and technology improvement opportunities
• Collaborate with Client Service Teams to manage client expectations and deliver unparalleled client experiences
• Provide operations subject matter expertise and value-added services to clients as needed
• Organize and prioritize work to meet tight deadlines and deliverables
• Anticipate issues and proactively drive initiatives to ensure results
• Adapt to a changing business landscape and manage multiple priorities
• Lead and influence process improvements and control enhancements

Required qualifications, capabilities, and skills

• Bachelor’s degree or equivalent experience
• Knowledge of financial markets, trade lifecycle, and settlement practices
• Excellent verbal and written communication skills; able to interact with all staff levels and technical teams
• Strong analytical and problem-solving skills, with a proactive mindset to drive change and enhance controls
• Ability to operate effectively in a deadline-driven, fast-paced environment with flexibility to adapt as needed
• Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
• Strategic thinker with practical execution skills and a control-focused agenda
• Ability to manage through change and deliver results independently
• Strong organizational skills with the ability to prioritize and identify big ideas

Preferred qualifications, capabilities, and skills

• Prior custody operation services, markets, or prime brokerage operational experience, including supervisory functions
• Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules, and Global Custody
• Self-starter with the ability to learn quickly and lead initiatives
• Experience working closely with business partners and influencing at all levels of the organization

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