Prime Brokerage Client Services Specialist II

Socket.dev

New Jersey

On-site

USD 90,000 - 120,000

Full time

3 days ago
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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

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,

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