Client Service Associate II

JPMorgan Chase & Co.•Tampa, FL

15d

About The Position

Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional investors worldwide. Be part of a collaborative, innovative environment where your strategic thinking and client focus will drive results. As a Client Service Associate II in our Securities Services Custody Client Facing team, you will provide institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities, as well as ancillary services such as foreign exchange, collateral, derivatives lifecycle management, bank loans, and liquidity solutions. You’ll work closely with business partners, adapt to a dynamic environment, and play a key role in supporting our core client segments, including asset managers, asset owners, insurance/GSEs, banks/broker dealers, and hedge funds.

Requirements

Bachelor’s degree or equivalent experience
Knowledge of financial markets, trade lifecycle, and settlement practices
Excellent verbal and written communication skills; able to interact with all staff levels and technical teams
Strong analytical and problem-solving skills, with a proactive mindset to drive change and enhance controls
Ability to operate effectively in a deadline-driven, fast-paced environment with flexibility to adapt as needed
Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
Strategic thinker with practical execution skills and a control-focused agenda
Ability to manage through change and deliver results independently
Strong organizational skills with the ability to prioritize and identify big ideas

Nice To Haves

Prior custody operation services, markets, or prime brokerage operational experience, including supervisory functions
Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules, and Global Custody
Self-starter with the ability to learn quickly and lead initiatives
Experience working closely with business partners and influencing at all levels of the organization

Responsibilities

Provide excellent client service and support to internal and external clients daily
Monitor client inquiries, resolve non-routine issues, and partner with internal teams to resolve exceptions promptly
Perform root cause analysis to increase straight-through processing and build strong stakeholder relationships
Partner with global teams and technology to identify product enhancements and technology improvement opportunities
Collaborate with Client Service Teams to manage client expectations and deliver unparalleled client experiences
Provide operations subject matter expertise and value-added services to clients as needed
Organize and prioritize work to meet tight deadlines and deliverables
Anticipate issues and proactively drive initiatives to ensure results
Adapt to a changing business landscape and manage multiple priorities
Lead and influence process improvements and control enhancements