Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Ops Associate II

JPMorgan Chase & Co.

Job Description As an IMOS Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our Investment Middle Office Service clients. The CAS IMOS Service Delivery team manages our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, driving technology and industry solutions as a response to changing business landscape and client needs. The team manages external client relationships as well as partnering with internal stakeholders within the business, product development, operations, and technology streams to execute client business requirements. We continuously strive to enhance the client onboarding experience by delivering straight through processing across our technology ecosystem and ensure a consistent operating model to ensure accurate and efficient set ups. Job responsibilities Relationship Management –Manage client relationships to deliver a consistently excellent client experience. Process Improvement – Partner with internal teams to ensure continuous improvement and take an active role in shaping and implementing future target operating model. Coordination of Client Account Launches and Lifecycle events – Partner with Stakeholders, manage successful new account set up - Fund Launches, Seg Mandates, New Third Parties, and Closures Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management). Understand Client Reference Data requirements and effectively communicate to downstream consumers. Issue resolution – Established thorough understanding the IMOS end-to-end process and being able to clearly communicate, and own issues through to resolution. Required qualifications, capabilities and skills Ability to build strong, cohesive partnerships with the Client, Business, Product Development, Operations, Technology & other key Stakeholders Ability to prioritize and execute against multiple deliverables, changing workflows with appropriate levels of escalation Ability to work independently and as part of team to proactively identify and logically analyse complex challenges to deliver organizational goals Detail orientated and able to challenge and improve current operating practices Strong Microsoft Office skills and excellent written and oral communication skills Preferred qualifications, capabilities and skills Experience or knowledge in Middle Office functions Background of business improvement and optimization of operating practices Demonstrated ability to work in a team environment, and ability to adapt to a changing environment #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Ops Associate II in New York, NY vacancy
  • Goldman Sachs Group, Inc. is seeking an Associate, POT Client Services - Operations in Cohoes, NY. You will perform daily reconciliations for firm books and records across investments and cash balances, and coordinate with custodians and internal teams to remediate issues... 
    Suggested

    Goldman Sachs, Inc.

    New York, NY
    1 day ago
  •  ...WNDW in New York City is hiring an Operations & Client Success Assistant (Entry Level) for a hybrid NYC role. You will support sales and ops, helping campaigns stay organized and moving efficiently. This entry-level position is ideal for a proactive, organized, and detail... 
    Suggested

    WNDW

    New York, NY
    4 days ago
  • $125k - $140k

     ...edge solutions to help finance professionals unlock unique insights with greater efficiency and accuracy. We’re seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence as we scale.     The Role   As a Client Strategy and... 
    Suggested
    Full time
    Shift work

    Finster Ai

    New York, NY
    19 hours ago
  •  ...and grow profitably. We're expanding our Client Support team to strengthen our coverage across...  ...wider US client base. The Client Support Associate is the frontline owner of inbound client...  ...right internal owner (Account Manager, Ops, Billing, or Compliance) with clear notes... 
    Suggested
    Immediate start
    Remote work
    Night shift
    Weekend work

    Aurora Group

    New York, NY
    2 days ago
  •  ...assets on behalf of over 2,000+ institutional clients and private investors worldwide across a...  ...around the globe. Client Service Associate New York, NY Responsibilities...  ...more complex reporting such as Solvency II, ILPA, and Basel III templates. Distributing... 
    Suggested
    Permanent employment
    Local area
    Worldwide

    Fortress Investment Group

    New York, NY
    4 days ago
  • $46.7k - $84.3k

     ...effectiveness. It primarily involves creating proposals for smaller clients and projects with recommendations aligned to client needs and...  ...) Knowledge, Skills and Abilities : Ad Operations (Ad Ops) (Required) Advertising Industry (Required) Agency Relationships... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    New York, NY
    4 days ago
  • $25 - $45 per hour

     ...education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    New York, NY
    19 hours ago
  • $100k - $120k

     ...your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously...  ...Brothers Harriman is currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York... 
    Full time
    Work at office
    Local area

    Brown Brothers Harriman

    New York, NY
    3 days ago
  • $98.96k - $148.44k

    Job ID: 98811644224Posted: 2026-08-05Location: New York, New York, United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve... 
    Full time

    Citigroup

    New York, NY
    4 days ago
  •  ...thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's... 
    Work at office

    JP Morgan Chase

    New York, NY
    2 days ago
  • Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support....  ...clear recommendations for internal teams (Product, Engineering, Ops). Qualifications 1-3+ years of experience in financial... 

    Titan

    New York, NY
    19 hours ago
  • $83k

     ...Law Department as appropriate. The Office of the General Counsel of Legal Affairs (OLA) is recruiting for one (1) Agency Attorney II to function as an Attorney II within their Support and Lien Recovery Litigation Unit (SLRLU) with their Casualty Lien Medicaid Recoveries... 
    Work at office
    Local area

    City of New York

    New York, NY
    4 days ago
  • $81.13k - $164.57k

     ...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business...  ...seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:Accountable... 
    Work at office
    Local area
    Relocation
    Relocation package

    KPMG

    New York, NY
    3 days ago
  • We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing automation... 
    Full time
    Work at office
    Local area
    Flexible hours

    Intapp

    New York, NY
    4 days ago
  •  ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated...  ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business... 
    Local area

    JP Morgan Chase

    New York, NY
    4 days ago
  •  ...Brooklyn branch to deliver accurate, friendly, and proactive everyday banking services. You will handle routine transactions, educate clients on self-serve options, and support a high-touch guest experience while upholding risk and regulatory standards. The role requires... 
    Part time
    Weekend work
    Afternoon shift

    TD

    New York, NY
    2 days ago
  • $55k - $75k

     ...Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service... 
    Full time
    Work at office

    UBS

    New York, NY
    1 day ago
  •  ...institutional-quality investment access with deeply personalized client relationships. Our multigenerational team is entrepreneurial,...  ...growing. Role Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in client service,... 
    Work at office

    Evolve Private Wealth

    New York, NY
    2 days ago
  • $56k - $84k

     ...Associate, Client Success As an Associate, Client Success, you will play a key role in supporting the coordination and management of client relationships across a dynamic portfolio of accounts. You will partner closely with Account Executives, Client Services, Billing,... 
    Temporary work
    Work experience placement
    Freelance
    Local area
    Flexible hours
    Shift work

    Starcom Mediavest Group Germany Gmbh

    New York, NY
    2 days ago
  • $98.96k - $148.44k

     ...understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC,... 
    Full time

    Citigroup Inc

    New York, NY
    4 days ago
  • $65k - $75k

     ...Janney Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial... 

    Janney Montgomery Scott

    New York, NY
    19 hours ago
  • $55k - $90k

     ...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills... 
    Full time
    Flexible hours

    Royal Bank of Canada

    New York, NY
    2 days ago
  •  ...Investment Banking Company: Standard New York, Inc Location: US, NY, New York, 540 Madison Avenue Standard New York, Inc. seeks Associate, Client Coverage in New York, NY, to support client coverage relationship managers with banking US multinational clients across... 
    Permanent employment
    Temporary work
    Immediate start
    Remote work
    Work from home

    Standard Bank of South Africa Limited

    New York, NY
    2 days ago
  • $65k - $75k

     ...get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world...  ...Role The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills... 

    Savvy Wealth

    New York, NY
    4 days ago
  • $55k - $90k

     ...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors... 
    Full time
    Flexible hours

    RBC

    New York, NY
    1 day ago
  • $70k - $90k

     ...well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor teamwithin...  ...a motivated individual to join its growing team as a Client Associate.The Client Associate will work withour Private Advisorteam membersand... 
    Work at office
    Local area

    Rockefeller Financial

    New York, NY
    2 days ago
  • $85k - $100k

     ...investment management team based out of New York City. We serve clients with a wide range of needs and are adept at creating...  ...are seeking a highly skilled and experienced service-oriented associate to join our team. The Client Experience Associate is responsible... 
    Work at office

    Unavailable

    New York, NY
    1 day ago
  •  ...Wealth Management Client Associate New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  •  ...Position Overview: The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch... 
    Work at office
    Local area

    LGBT Great

    New York, NY
    2 days ago
  • $75k - $85k

     ...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the... 
    Full time
    Work at office

    UBS

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Ops Associate II. Be the first to apply!