Associate I - Client Service

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 within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients.

Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs.

You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals.

Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.

This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.

Job responsibilities


* Assist Clients with their inquires on settlements, valuations and generally trade queries.


* Assist Sales & Trading with subject matter expertise on operational trade flow and system queries.


* Ensure risk systems fee to Markitwire and are confirmed.


* Ensure clients are compliant with Dodd frank EBC expectations.


* Monitor Physical ails and cash settlement breaks.


* Book novations and execute trade amends as required.


* Partner with technology on Platform Enhancements.


* Perform UAT as required.

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.


* Proficient in Excel


* Bachelor's Degree

Preferred qualifications, capabilities, and skills



* Equity Derivatives Experience.


* Physical Settlement Experience with DWACS, DRS, FOP, DVP, ATM, 144.


* Middle Office experience.


* VBA, Python.

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 discr...