Prime Brokerage Client Success Associate II

Next Frontier Capital; Jersey City (NJ); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorganChase is seeking a Client Service Delivery Associate II to strengthen client relationships and deliver seamless operational support for Prime Brokerage activities. You will handle trade management, settlements, and reporting while coordinating with tech, strategy, and transformation teams to optimize efficiency.

The role requires a college degree, 3+ years in investment banking operations, and strong Excel proficiency to ensure accurate daily processing and timely client updates.

Qualifications

• College degree required.
• 3+ years of experience in investment banking operations.
• Strong PC skills with Excel proficiency and ability to meet deadlines.

Responsibilities

• Provide single point of contact for Prime Brokerage clients for trade management and settlements.
• Process client trades files and monitor end-of-day batch processes for accurate reporting.
• Monitor queues and adhere to SLAs; escalate issues and inform stakeholders.

Skills

Excellent communication

Adaptable learner

Organizational skills

Stakeholder management

Problem solving

Time management

College degree

Education

College degree

Tools

Microsoft Excel

Word

PowerPoint

Job description

JPMorganChase is seeking a Client Service Delivery Associate II to strengthen client relationships and deliver seamless operational support for Prime Brokerage activities. You will handle trade management, settlements, and reporting while coordinating with tech, strategy, and transformation teams to optimize efficiency.

The role requires a college degree, 3+ years in investment banking operations, and strong Excel proficiency to ensure accurate daily processing and timely client updates.