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
- ...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...SuggestedImmediate startRemote workNight shiftWeekend work
- ...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...Suggested
$18 per hour
...Client Services Associate - Mailroom New York, New York, United States Job Title: Client Services Associate Reports To: The Client Services... ...personnel on mail/package inquiries. Performs daily key ops of convenience multi-function devices (ensuring...SuggestedWork experience placement- ...product outcomes and the experiences of the customers we serve. As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products. As a core contributor of the team, you are...SuggestedWork visa
- ...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....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 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 paySeasonal workWork at officeWork from homeShift workDay shift- ...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....Seasonal workWork at officeWork from homeShift workDay shift
$80k - $100k
...The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, delivering hands-on, high-touch administrative...Local areaShift work$55k - $90k
...Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$55k - $90k
...Client Associate/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 Client Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours$125k - $150k
...About the Role The role will focus heavily on estate and trust administration, probate proceedings, fiduciary matters, and client communication. The ideal candidate will have the ability to manage administration matters independently while working collaboratively with...Flexible hours$70k - $90k
...well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026. Position A Private Advisor team within... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team...Work at officeLocal area$75k - $80k
...fixture is made in New York, by hand, to an exacting standard. We are a small company growing quickly - and how we take care of our clients is central to everything we build. We're looking for someone who is genuinely good with people. Not a specific resume. Not prior...$80k - $110k
...management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings.... ...for applicants here * As at 31 March 2026 To provide associate level support for the US Sales Team. Specific Responsibilities...Local areaFlexible hours$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 timeWork at office- ...Client Relationship Associate Reports to: Relationship Manager(s) Status: Exempt As a Client Relationship Associate Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors....Work at office
- ...Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION 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...
- ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
- ...Registered Wealth Management Client Associate Egg Harbor Township, New Jersey 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...Seasonal workWork at officeWork from homeShift workDay shift
$75k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help...Full timeWork at officeFlexible hours$40.5k - $67.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail organization, you will be based in Ontario, CA. Bilingual Spanish preferred. PNC is an in-office...Temporary workWork experience placementWork at officeShift work- ...Responsibilities Billing support including WIP analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for new projects using Icertis or other software, submission to DocuSign and monitoring statuses...Work at officeLocal areaShift work
- ...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...Work at officeLocal areaFlexible hours
$68k - $80k
...Job Summary The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process. The Client Development Associate also...Temporary workLocal areaFlexible hours- ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment...Permanent employmentContract workWork experience placementWork at office
$85k - $100k
...Client Care Relationship Associate New York, NY Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. As the first cloud native bank launched in the United States, Piermont was built on modern infrastructure...Remote work$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule About the Role Martin’s Financial Consulting Group is seeking a detail-oriented, tech...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office
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