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

Client Service Associate II

J.P. Morgan

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role.

JOB DESCRIPTION

Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. 
As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery. Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes. Your ability to influence and manage internal stakeholders will be key in achieving our shared goals. 
Job responsibilities 

  • Deliver comprehensive client service by troubleshooting issues and protecting against financial and reputational damage. 
  • Facilitate change management processes, ensuring strategic communications and mitigating stakeholder impact. 
  • Advise clients using market product knowledge while maintaining awareness of industry practices. 
  • Optimize service delivery by implementing process automation initiatives and building strong client relationships. 
  • Monitor and resolve trade discrepancies, conducting root cause analysis and managing fails effectively. 

Required qualifications, capabilities and skills

  • Demonstrated proficiency in detecting and preventing fraudulent transactions to protect clients and the institution.
  • Ability to liaise with various departments to ensure compliance with technical standards and organizational policies. 
  • Skilled in influencing and managing internal stakeholders to drive mutually beneficial outcomes and develop collaborative relationships. 
  • Expertise in facilitating change management and strategic communication with strong negotiation and communication skills. 
  • Proficiency in digital literacy and the implementation of emerging technologies. 
  • Strong analytical, technical, and problem-solving skills with keen attention to detail. 

Preferred qualifications, capabilities and skills

  • Capability to analyze processes and recommend improvements for quality and efficiency. 
  • Skilled in driving continuous improvement initiatives to enhance client experiences. 
  • Experience in client-facing roles across multiple business areas and functions. 
  • Strong analytical, problem-solving, and decision-making skills for effective independent work. 
  • Knowledge of the securities industry and back-office operations, with the ability to proactively identify areas for improvement. 

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate II in New York, NY vacancy
  • $80k - $105k

     ...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Work from home
    Worldwide

    Smbc Global Foundation Inc

    New York, NY
    5 days ago
  • $18 - $18.5 per hour

     ...We are seeking a reliable and detail‑oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure... 
    Suggested
    Hourly pay
    Temporary work
    Work at office

    Sps-Global-6

    New York, NY
    1 day ago
  • $56k - $84k

     ...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. This is a hybrid role based in New... 
    Suggested
    Contract work
    Local area
    Flexible hours

    Publicis Groupe Holdings B.V

    New York, NY
    3 days ago
  • $55k

     ...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have...  ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full... 
    Suggested
    Work experience placement
    Internship

    Talener

    New York, NY
    3 days ago
  • $61.2k - $71.7k

     ...Up Justice NYC has provided free legal services for low- and moderate-income individuals...  ...families throughout New York City. Our clients live in rapidly gentrifying neighborhoods...  ...affirmed. Position Summary The Client Services Associate will be responsible for providing direct... 
    Suggested
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work

    Brooklyn Legal Services Corp

    New York, NY
    1 day ago
  •  ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the Job About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with... 
    Remote work
    Flexible hours

    HB Travels

    Atlantic City, NJ
    8 days ago
  • $34.32k - $90k

     ...Position Summary Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business by engaging and utilizing the full capabilities... 
    Work at office
    Local area

    711 MS Smith Barney, LLC

    New York, NY
    4 days ago
  • $70k

     ...Client Service Associate (Class of 2026) New York, New York, United States Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research... 
    Contract work
    For contractors
    For subcontractor
    Summer work
    Casual work
    Internship
    H1b
    Work at office
    Immediate start
    Remote work
    Worldwide
    Visa sponsorship
    Work visa

    Guidepoint

    New York, NY
    1 day ago
  • $64.7k - $120.4k

     ...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements... 
    Minimum wage

    Mercer France

    New York, NY
    8 days ago
  • $35.36k - $90k

     ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    2 days ago
  •  ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered... 
    Immediate start

    Stifel Financial

    New York, NY
    5 days ago
  • $20 - $25 per hour

     ...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work...  ...Hanover Bank is looking for a full-time Client Service Associate ("CSA") to join our team. The Client Service Associate enhances... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Remote work

    Hanover Community Bank

    New York, NY
    1 day ago
  • $20 per hour

     ...Client Services Associate New York, New York, United States Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming. You... 
    Temporary work
    Work experience placement
    Immediate start

    SPS North America Inc

    New York, NY
    3 days ago
  •  ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients and... 
    Work experience placement

    Axelon

    New York, NY
    1 day ago
  • $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

    Vodia Ventures

    New York, NY
    3 days ago
  •  ...Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate... 

    Morgan Stanley

    New York, NY
    1 day ago
  • $70k

     ...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject‑matter experts...  ...in providing a fast, high‑quality client experience. As an Associate on the Client Service team, you will learn how to assess... 
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Flexible hours

    Guidepoint

    New York, NY
    1 day ago
  •  ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills... 
    Work at office

    Oppenheimer & Co.

    New York, NY
    4 days ago
  •  ...This role sits within a growing advisory practice at a financial services organization. The firm provides investment and advisory...  ...experienced investment professionals who support a large and diverse client base. As the organization continues to grow there are significant... 
    Visa sponsorship

    Confidential

    New York, NY
    1 day ago
  • $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

    Gainor Staffing

    New York, NY
    3 days ago
  •  ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build... 
    Work at office
    Local area

    PowerToFly

    New York, NY
    1 day ago
  • $67k - $80k

     ...management firm based in New York City, with clients nationwide. We offer relationship‑based...  ...financial advice and investment services to the LGBTQ+ community. A lot has changed...  .... Position Overview As a Client Service Associate (CSA) at Christopher Street Financial, you... 
    Work experience placement
    Work at office

    Bluespring Wealth Partners

    New York, NY
    1 day ago
  • $80k - $95k

     ...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client... 
    Work at office
    Remote work

    The TCW Group

    New York, NY
    3 days ago
  •  ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and trust. You'll play a critical role in helping clients move... 

    Titan

    New York, NY
    2 days ago
  • $22 - $25 per hour

     ...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking... 
    Hourly pay
    Full time
    Work at office

    Red Shift

    New York, NY
    2 days ago
  • $34.32k - $90k

     ...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management...  ...support) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan... 
    Temporary work
    Work at office
    Remote work
    Home office
    Night shift

    711 MS Smith Barney, LLC

    New York, NY
    5 days ago
  • $25 - $44 per hour

     ...Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have... 
    Hourly pay

    Bank of America

    New York, NY
    5 days ago
  • $80k - $100k

     ...Client Services Specialist – ***Private Aviation Industry experience ideal*** Location: New York, NY On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation Compensation... 
    Work at office
    Monday to Friday

    Blue Coral Staffing Corp.

    New York, NY
    2 days ago
  •  ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and... 

    TradeJobsWorkForce

    New York, NY
    4 days ago
  •  ...Life Insurance portfolios. Position Summary Winged Keel Group’s Client Services department focuses on delivering best in class service to our...  ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client... 
    Weekend work
    Afternoon shift

    Winged Keel Group

    New York, NY
    3 days ago

Do you want to receive more vacancies?

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