Prime Brokerage Client Service - Associate II

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Jersey City seeks a Client Service Delivery Associate II to strengthen client relationships through superior service and operational support.

You will handle trade management, settlements, and client inquiries while ensuring compliance and efficiency across departments. The role requires strong communication, Excel proficiency, and the ability to manage multiple priorities in a fast-paced banking environment.

Qualifications

• 3+ years of experience in investment banking operations.
• Must have strong PC skills with Excel, formula construction and reconciliation.
• Excellent communication and organizational abilities.

Responsibilities

• Provide single point of contact for Prime Brokerage clients for trade management and settlements.
• Process client trades files, monitor Trade Exception Manager and sign off end-of-day batch processes.
• Monitor queues, adhere to SLAs, escalate issues and update stakeholders.
• Partner with clients and internal teams to identify inefficiencies and drive improvements.
• Train clients on technology and reporting, represent operations on client visits and scorecard reviews.
• Adhere to policies, controls, and client confidentiality.

Skills

Communication skills

Learner

Organizational skills

Escalation

Pressure management

Analytical skills

Excel proficiency

Time management

Education

College degree

Tools

Microsoft Excel

Word

PowerPoint

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 escalation 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 escal...
• 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