Client Service - Associate

JPMorgan Chase & Co. • Jersey City, NJ

14h

About The Position

Join our dynamic team as a Client Service Delivery Associate I and become a
vital part of our mission to elevate client experiences.

As a Client Service Delivery Associate I within JPMorganChase, you will play a
pivotal role in delivering exceptional customer service and operational support
to our clients. Your role will involve addressing client inquiries, processing
transactions, and troubleshooting issues, all while identifying opportunities to
refer services based on client needs. You will leverage your broad knowledge of
banking principles and practices to make informed decisions that impact our team
and departmental goals. Your developing ability in strategic planning, conflict
management, and digital literacy will be key in driving our service delivery
forward. This role is an opportunity to apply your skills in a dynamic
environment, contribute to team objectives, and enhance client relationships.

Requirements

• 3+ 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, with the ability to facilitate strategic communications and mitigate stakeholder impact.
• Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
• Bachelor Degree

Nice To Haves

• Team Player, but also must be able to work independently
• Be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
• Proficient PC skills including Word, Excel and PowerPoint

Responsibilities

• Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
• Protect both the client and the institution from potential financial and reputational damage.
• Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
• Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
• Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
• Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are “Equity, FI, REPO, and Options.”,
• Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
• Monitor daily work flow queues and  adhere to SLAs in place, report and escalate any issues or system outages, provide timely updates to all internal and external stakeholders
• Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
• Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews
• Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
• Additional details about total compensation and benefits will be provided during the hiring process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees