Client Service Associate II

Job Description

Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional investors worldwide. Be part of a collaborative, innovative environment where your strategic thinking and client focus will drive results.

As a Client Service Associate II in our Securities Services Custody Client Facing team , you will provide institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities, as well as ancillary services such as foreign exchange, collateral, derivatives lifecycle management, bank loans, and liquidity solutions. You’ll work closely with business partners, adapt to a dynamic environment, and play a key role in supporting our core client segments, including asset managers, asset owners, insurance/GSEs, banks/broker dealers, and hedge funds.

Job responsibilities

• Provide excellent client service and support to internal and external clients daily
• Monitor client inquiries, resolve non-routine issues, and partner with internal teams to resolve exceptions promptly
• Perform root cause analysis to increase straight-through processing and build strong stakeholder relationships
• Partner with global teams and technology to identify product enhancements and technology improvement opportunities
• Collaborate with Client Service Teams to manage client expectations and deliver unparalleled client experiences
• Provide operations subject matter expertise and value-added services to clients as needed
• Organize and prioritize work to meet tight deadlines and deliverables
• Anticipate issues and proactively drive initiatives to ensure results
• Adapt to a changing business landscape and manage multiple priorities
• Lead and influence process improvements and control enhancements

 

Required qualifications, capabilities, and skills

• Bachelor’s degree or equivalent experience
• Knowledge of financial markets, trade lifecycle, and settlement practices
• Excellent verbal and written communication skills; able to interact with all staff levels and technical teams
• Strong analytical and problem-solving skills, with a proactive mindset to drive change and enhance controls
• Ability to operate effectively in a deadline-driven, fast-paced environment with flexibility to adapt as needed
• Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
• Strategic thinker with practical execution skills and a control-focused agenda
• Ability to manage through change and deliver results independently
• Strong organizational skills with the ability to prioritize and identify big ideas

 

Preferred qualifications, capabilities, and skills

• Prior custody operation services, markets, or prime brokerage operational experience, including supervisory functions
• Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules, and Global Custody
• Self-starter with the ability to learn quickly and lead initiatives
• Experience working closely with business partners and influencing at all levels of the organization

 

With planned real estate expansion for JPMorganChase, this role is subject to change locations within 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.