Prime Brokerage Client Service - Associate II

JPMorgan Chase; Jersey City (NJ); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorganChase seeks a Client Service Delivery Associate II to deliver exceptional client service and operational support for Prime Brokerage clients, handling trade management and settlements.

The role emphasizes strong communication, organization, and Excel skills, with collaboration across technology, strategy and transformation teams to improve processing and reporting. A college degree is required and experience in investment banking operations is preferred.

Qualifications

• Excellent communication and organizational skills.
• Ability to escalate issues to management and front-office teams.
• Strong analytical and problem-solving abilities.
• Proficient in Excel and MS Office tools.
• Experience coordinating with global teams.
• College degree required.

Responsibilities

• Provide single point of contact for Prime Brokerage clients for Trade management and Settlements needs (Equity, FI, REPO, Options).
• Process client trade files, monitor Trade Exception Manager and sign off end-of-day batch processes.
• Monitor daily work queues, adhere to SLAs, report issues, and inform stakeholders of outages.
• Partner with clients and internal teams to identify inefficiencies and drive improvement (STP and Settlement).
• Train clients on new technology and reporting processes; participate in client visits and scorecard reviews.
• Adhere to firm policies, controls, and client confidentiality.

Skills

Excellent communication

Organized

Excel skills

Stakeholder management

Problem solving

Attention to detail

Education

College degree

Tools

Microsoft Excel

Job description

Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences.

As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery. Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes. Your ability to influence and manage internal stakeholders will be key in achieving our shared goals.

Job responsibilities

• Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are "Equity, FI, REPO, and Options."
• Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
• Monitor daily work flow queues and adhere to SLAs in place, report and upscale any issues or system outages, provide timely updates to all internal and external stakeholders
• Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
• Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews
• Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework

Required qualifications, capabilities, and skills

• Excellent communication skills both written and verbal
• Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
• Highly organized with ability to manage competing priorities.
• Skillset to properly **escalate** issues to management, controls team and front office sales and trading teams.
• Ability to work under pressure, prioritizing tasks according to risk and client profile and ability to manage global initiatives and projects by the business, industry or operations
• Strong analytical and problem-solving skills, including the ability to understand the external client's perspective when applying solutions. Creative problem solving with a focus on improving / maintaining client relationships
• Must have strong PC skills with particular emphasis on Microsoft excel, formula construction, and excel reconciliation solution as well as strong time management skills required to meet the internal and external deadlines/cutoffs
• College degree required
• 3+ years of experience in investment banking operations,

Preferred qualifications, capabilities and skills

• Team Player, but also must be able to work independently
• Be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
• Proficient PC skills including Word, Excel and PowerPoint
• Equity and Fixed income knowledge is a plus
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, ore improve accuracy in operational processes