Client Service Associate II - Corporate Action - Securities Services Custody Client Operations

Job Description

Be part of a world-class team at JPMorgan Chase’s Corporate & Investment Bank – Securities Services, Custody Middle Office. Drive innovation and operational excellence while supporting institutional investors in global markets. Your expertise will help protect client portfolios and maximize opportunities in a dynamic environment.

As a Client Service Associate II - Corporate Action in the Securities Services Custody Client Operations team, you will deliver best-in-class solutions for settlement, safekeeping, and asset servicing of securities. You’ll support ancillary services such as Foreign Exchange and Liquidity Solutions, collaborate with global teams, and ensure an unparalleled client experience. Your work will optimize operational efficiency and safeguard client assets across diverse markets.

Job responsibilities

• Deliver exceptional client service and support to internal and external stakeholders
• Manage and resolve issues related to Global Custody Corporate Actions, including client instructions, completion, and reconciliation
• Monitor and respond to client inquiries, resolve non-routine issues, and partner with internal teams to address exceptions promptly
• Conduct root cause analysis to increase straight-through processing and build strong stakeholder relationships
• Collaborate across global teams and technology partners to identify and implement product and process enhancements
• Work closely with Client Service teams to manage client expectations and concerns
• Provide operations subject matter expertise and value-added services to clients as needed

Required qualifications, capabilities, and skills

• Knowledge of mandatory and voluntary corporate actions and the full asset servicing lifecycle for global assets
• Strong understanding of corporate actions-related SWIFT messaging (e.g., MT56x series)
• Excellent verbal and written communication skills; able to interact effectively at all levels of the organization
• Ability to operate in a fast-paced environment, manage tight deadlines, and demonstrate strong time management skills
• Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
• Strong analytical and problem-solving skills with a proactive mindset to drive process improvement
• Bachelor’s degree or equivalent experience required

Preferred qualifications, capabilities, and skills

• Prior experience in Custody, Markets, or Corporate Actions operations
• Understanding of DTC, Euroclear, Foreign Exchange, reconciliation rules, and global custody
• Self-starter with the ability to learn quickly; strong leadership skills focused on risk mitigation and a proactive approach to ensure “Best in Class” results.

 

With planned real estate expansion for JPMorganChase, this role is subject to change locations with the Tampa Region

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’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.