Prime Brokerage Client Service Manager - Associate II

JPMorgan Chase; Jersey City (NJ); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in Jersey City is seeking an Associate II to serve as the single point of contact for Prime Brokerage clients, handling trade management and settlements. You will collaborate with internal teams to identify inefficiencies and support improvement initiatives, including client training on new technologies and reporting processes.

The role emphasizes strong communication, organization, and analytical skills, with experience in investment banking operations.

Qualifications

• College degree required.
• 3+ years of experience in investment banking operations.
• Excellent communication skills, both written and verbal.
• Strong analytical and problem-solving abilities.
• Proficiency in Excel, formulas, and reconciliation tools.
• Proactive, organized, and able to manage multiple priorities.

Responsibilities

• Provide single point of contact for Prime Brokerage clients for trade management and settlements.
• Process client trades files and monitor Trade Exception Manager; sign off end-of-day batch process.
• Monitor daily workflow queues and adhere to SLAs; report issues and system outages with timely updates.
• Partner with clients and internal teams to identify inefficiencies and drive improvement opportunities (STP and settlement efficiency).
• 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

Adaptable learner

Highly organized

Analytical skills

Excel expertise

Team player

Self-starter

MS Office proficiency

Education

College degree

Tools

Excel

Excel formulas

PowerPoint

Trade management system

Job description

Join a dynamic team responsible for Prime Brokerage Clients. The team partners with various internal and external parties, to identify inefficiencies and manage improvement operations. As an Associate II within the Prime Client Operations team, you will be responsible for providing a single point of contact for Prime Brokerage clients, regarding trades and settlement needs. You will partner with various internal and external parties, to identify inefficiencies and manage improvement operations. You will have the opportunity to assist with training clients on usage of recent technologies and reporting processes, and to contribute to the ongoing improvement of our services.

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 escape 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...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