Client Operations Associate

Job Description

Join our dynamic team and be at the forefront of innovation in the Asset Management and Banking industries. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency. 

As a Client Operations Associate I in AM Global Fee Middle Office Operations, you will enhance the client onboarding experience and provide support across multiple products, client types, and platforms. You’ll address client inquiries, build client fee calculation structures, and troubleshoot issues, while identifying opportunities to refer additional services. Your expertise in client operations, strategic planning, control oversight, and process automation will help optimize the team's performance and enhance our client's experience. Managing and influencing internal stakeholders and Technology partners, you will drive improvements and resolve challenges within established policies and systems. Your curiosity, analytical skills, and passion for driving solutions will lead to significant and meaningful impact toward our team's success. 

Job responsibilities 

• Lead and support end-to-end client onboarding and provide ongoing operational support to ensure a seamless experience and high client satisfaction across products and platforms. 
• Address client inquiries, troubleshoot issues, process fee structures accurately, and identify opportunities to enhance service delivery. 
• Review and understand client fee agreements while interpretating fee terms and conditions in order to accurately build client fee structures 
• Collaborate with Client Service Managers, Product Specialists, and Legal Contract Specialists to resolve operational or client challenges, drive process improvements, support project management, and align AM operations with industry best practice. 
• Leverage automation technologies and data-driven insights to streamline operations, improve efficiency, and drive continuous improvement within the service center. 
• Monitor Onboarding dashboards to identify and resolve rule breaks and execute calculation records within the team's expected timelines.
• Implement process and controls to detect and prevent inaccurate fee structures while protecting the organization’s financial and reputational interests.

Required qualifications, capabilities, and skills 

• Bachelor’s degree from an accredited college/university
• 2+ years’ experience in Finance, Accounting, or similar work experience
• Excellent problem-solving, analytical, and communication skills, with attention to detail and a commitment to delivering high-quality results. 
• Strong interpersonal and stakeholder management skills, with a track record of building productive relationships and driving collaborative solutions. 
• Proficiency in leveraging automation technologies and digital tools to improve operational efficiency and client experience. 
• Proven ability to apply strategic planning principles to optimize client operations and service center performance. 
• Experience implementing process and controls to detect and mitigate risk.  

Preferred qualifications, capabilities, and skills

• Advanced degree or certification a plus, MBA, CPA, or CFA
• Experience supporting continuous improvement initiatives and contributing to project management activities. 
• Strong data and technology literacy, including the ability to analyze operational data, integrate AI/ML tools, and apply market product knowledge to align AM operations with business initiatives.
• Strong presentation skills, with the ability to communicate operational insights and recommendations to diverse audiences. 
• Experience with fee agreement interpretation.
• Knowledge of the Asset and Wealth Management industry, products and clients. 

 

 

Please note this role is not eligible for employer immigration sponsorship.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​