Prime Brokerage Client Service Manager - Associate II

Socket.dev; New Jersey; On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey is seeking an Associate II within our Prime Client Operations team to serve as a single point of contact for Prime Brokerage clients regarding trades and settlement needs.

You will partner with internal and external parties to identify inefficiencies and drive improvement, including training clients on new technologies and reporting processes. The role emphasizes accuracy, client confidentiality, and the ability to manage multiple priorities under pressure,

Qualifications

• 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.
• 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

Responsibilities

• Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs.
• 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 escal
• 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

Skills

Excellent communication

Relentless learner

Highly organized

Escalation skills

Pressure management

Analytical skills

Microsoft Excel

Time management

College degree

Investment banking operations

Education

College degree

Tools

Microsoft Excel

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 escal
• 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

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.