Client Service Associate II - Cash Equities

JPMorganChase•Newark, NJ

About The Position

As a Client Service Associate II within JPMorganChase, you will provide client service and operational support to institutional clients, including Asset Managers and Hedge Funds executing trades through JPMorgan’s global equity trading desks. The role is part of North American Cash Equities Client Services, the primary point of contact for these clients, and supports JPMorgan Securities LLC’s security brokerage services for institutional investors. You will monitor the transmission of client trades from trade booking through settlement and work daily with Sales Traders, clients, service providers, and Operations staff to maintain client relationships and streamline processes. The role includes responding to inquiries, processing transactions, resolving issues and trade discrepancies, managing fails, and supporting process automation and continuous improvement.

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.
Experience driving 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, and custody services.
Proactive approach to identifying opportunities for improvement.
Educated to degree level.

Responsibilities

Address client inquiries, process transactions, and troubleshoot issues while identifying opportunities to refer services based on client needs.
Protect clients and the institution from potential financial and reputational damage.
Support change management, including strategic communications and mitigation of stakeholder impacts during operational changes.
Use knowledge of market products, industry practices, and regulations to provide informed client advice.
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 risk.
Monitor and resolve trade discrepancies and position break reports with relevant internal and external parties.
Perform root cause analysis to prevent future discrepancies and improve straight-through processing.
Manage fails, resolve breaks, and repair trades while learning the equity trade lifecycle and associated applications.