Associate II - Global Fund Services Operations Service Delivery

JPMorgan Chase & Co. • Boston, MA

52d

About The Position

Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting and administration. This role offers a unique opportunity for career growth and skill development, as you collaborate with a dynamic team and contribute to impactful solutions. Experience the benefits of being part of a leading financial institution that values innovation and continuous improvement. As a Fund Servicing Manager ll within JPMorganChase, you will play a pivotal role in enhancing our fund servicing operations. Leveraging your broad knowledge of fund accounting and administration, you will provide advice and support to ensure progress within established procedures and policies. Your work will have a significant impact on our department, requiring you to apply your advanced analytical and problem-solving skills to develop solutions for varied and complex issues. Your advanced emotional intelligence will be key in building trusting relationships and influencing better outcomes for our team and clients. Your role will also involve planning and directing the day-to-day work of our staff, ensuring the continuous improvement of our operating platform.

Requirements

• 4+ years of experience or equivalent expertise in a client service role within a financial institution. Demonstrated proficiency in detecting and preventing fraudulent transactions to protect clients and the institution.
• Experience in liaising with various departments to ensure compliance with technical standards and organizational policies.
• Proficiency in influencing and managing internal stakeholders to drive mutually beneficial outcomes.
• Bachelor's degree or equivalent experience.
• Deep understanding of fund accounting operations and controls; clearly articulate client impacts and trade‑offs.
• Proven experience leading incident management and remediation with measurable SLA/KPI improvements.
• Proficiency with Microsoft Excel (analysis, pivots, lookups) and PowerPoint; produce concise client‑ready decks.
• Demonstrated ability to coordinate cross‑functional change and migrations with clear acceptance and post‑implementation checks.

Nice To Haves

• Ability to implement strategic planning and change management initiatives in a customer service environment
• Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
• Drive continuous improvement initiatives for high-quality client experiences.
• Utilize data and tech literacy for innovative client solutions.

Responsibilities

• Addressing client inquiries, process transactions, and troubleshoot complex issues to ensure client satisfaction.
• Implement strategic planning and change management initiatives to enhance service delivery, while adhering to established policies and practices.
• Influence and manage internal stakeholders to drive mutually beneficial outcomes, leveraging your skills in strategic planning, conflict management, and internal stakeholder management.
• Protect both the client and the institution from potential financial and reputational damage.
• Own service delivery for a portfolio of complex clients and lead senior‑level service reviews.
• Lead incident management and stakeholder communications; ensure durable remediation and prevention while meeting SLAs.
• Use SLA/KPI trends to tell a clear story, agree actions with clients, and track outcomes to closure.
• Plan and coordinate client operating‑model/reporting changes and migrations with partner teams; ensure readiness and stable go‑live.
• Lead client due‑diligence meetings and responses; maintain client‑ready decks and evidence.
• Drive standardization, playbooks and documentation across accounts and locations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 5,001-10,000 employees