Securities Operations – Client Delivery Services – Senior Associate

JPMorgan Chase & Co.•Jersey City, NJ

13h•$85,500 - $123,000

About The Position

As a Senior Associate in Client Delivery Services within Securities Operations, you will play a pivotal role in delivering exceptional client service and driving process improvements. You will collaborate with cross-functional partners, leverage automation tools, and ensure the highest standards of control and compliance. You will be part of a supportive team that values open communication, continuous learning, and a “one team” approach. Together, we strive for operational excellence and deliver critical processes such as trade confirmations, prospectus, demand letter, and account statement client delivery.

Requirements

Minimum three years of experience in a securities operations environment with strong knowledge of trade settlement cycles and front-to-back operations.
Demonstrated understanding of key infrastructure groups such as Legal, Compliance & Control, Middle Office, and Technology.
Excellent interpersonal and communication skills, with the ability to collaborate and present effectively across teams.
High attention to detail and a strong sense of ownership over deliverables and outcomes.
Proven ability to thrive in a dynamic, evolving environment, demonstrating adaptability and resilience.
Strong analytical, numerical, and process-mapping skills to interpret data and drive actionable solutions.
Demonstrated problem-solving skills with a controls mindset and experience managing projects from concept to delivery.
Advanced proficiency in Microsoft Office Suite, especially Excel (Advanced) and Access.
Hands-on experience with automation and analytics tools such as Alteryx, UiPath, and Tableau, as well as foundational Python programming skills and proficiency in low-code/no-code automation platforms and RPA solutions.
Commitment to continuous learning and professional development.
Series 99 license required, or must be obtained within the first 180 days of employment.

Nice To Haves

Experience supporting large-scale automation or process improvement initiatives.
Exposure to regulatory reporting and compliance requirements in securities operations.
Ability to influence and drive change across cross-functional teams.
Experience working in a global, matrixed organization.
Familiarity with data visualization and dashboarding best practices.
Strong organizational and time management skills.
Professional certifications in process improvement, automation, or project management.

Responsibilities

Identify, design, and implement automation solutions to eliminate manual tasks and enhance operational efficiency.
Map and assess end-to-end workflows to uncover opportunities for process re-engineering and automation.
Leverage automation platforms and productivity tools to build, test, and maintain scalable automated workflows.
Execute and oversee all intraday and end-of-day operational tasks, ensuring accuracy and timely completion.
Monitor and manage Service Level Agreement (SLA) adherence, engaging support teams to resolve issues efficiently.
Collaborate with technology, operations, and business teams to align on automation priorities and integrate solutions.
Track and report on key efficiency metrics to demonstrate the impact of automation initiatives.
Stay current on emerging automation tools and best practices, recommending enhancements to existing processes.
Champion a culture of continuous improvement and operational excellence.
Ensure all deliverables meet the highest standards of control and compliance.
Proactively identify and address risks to timely and accurate client delivery.