Client Service Associate II - Cash Equities

JPMorgan Chase & Co. • Newark, DE

10d

About The Position

As a Client Service Associate II within JPMorganChase’s North American Cash Equities Client Services team, you will deliver client service and operational support to institutional asset managers and hedge funds that execute trades with JPMorgan’s global equity trading desks. The team is the primary point of contact for these clients and monitors the successful transmission of client trades from trade booking through settlement.

The role involves daily interaction with Sales Traders, clients, service providers, and operations staff to maintain client relationships and streamline processes. You will address client inquiries, process transactions, troubleshoot issues, help manage operational risks, and identify opportunities to refer services based on client needs. You will also support process and automation improvements and contribute to team and departmental goals.

Requirements

• At least 5 years of experience, or equivalent expertise, in a client service role within a financial institution.
• Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
• Experience in change management, including facilitating strategic communications and mitigating stakeholder impact.
• Digital literacy and willingness to understand and implement new and emerging technologies affecting business operations.
• Strong analytical, technical, and problem-solving skills.
• Effective, adaptable, and professional communication and interpersonal skills.
• Strong attention to detail, quality, and accuracy.
• Ability to thrive in a high-pressure, high-volume, deadline-driven environment.
• Openness and receptiveness to feedback and coaching.

Nice To Haves

• Ability to analyze processes and recommend improvements to quality, control, and efficiency.
• Ability to drive continuous improvement initiatives for high-quality client experiences.
• Experience in client-facing roles working across multiple business areas or functions to deliver results.
• Analytical, problem-solving, critical-thinking, and decision-making skills, with the ability to work independently and multitask in a fast-paced environment.
• Knowledge of the securities industry and back-office operations, such as maturities, equities, fixed income, or custody services.
• Proactive identification of improvement opportunities.
• Educated to degree level.

Responsibilities

• Address client inquiries, process transactions, and troubleshoot issues while delivering comprehensive client service.
• Protect clients and the institution from potential financial and reputational damage.
• Assist with change management, strategic communications, and stakeholder impact mitigation during operational changes.
• Use knowledge of market products, industry practices, and regulations to provide informed advice to clients.
• Participate in developing and implementing process automation initiatives to optimize service delivery.
• Build strong client relationships and deliver an industry-leading client experience.
• Share industry knowledge to improve mutual efficiencies.
• Monitor and manage daily control reports to identify and resolve exchange and client-side breaks.
• Use analytics tools and knowledge of global markets and settlement risks to identify and resolve outstanding risks.
• Monitor and resolve trade discrepancies and position break reports with internal and external parties; perform root cause analysis to prevent future discrepancies and improve straight-through processing.
• Own fails management, including break resolution and trade repair, and learn the equity trade lifecycle and related applications.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed