Client Service - Associate II

Job Title

Commercial & Investment Bank Client Service Representative

Job Description

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.

Required Qualifications, Capabilities, and Skills

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

Preferred Qualifications, Capabilities, and Skills

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.

Equity and Fixed income knowledge is a plus.

About Us

JPMorgan Chase, 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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.