Associate I - Corporate Action

Custody Client Operations professional at J.P.

Morgan Chase, are responsible for the forefront of managing and safeguarding our clients assets with precision and care.

This role involves meticulous attention to detail, ensuring seamless custody services and operational excellence.

As a Corporate Action Associate within the Custody Middle Office team, you will be instrumental in providing institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities.

Your role will also involve offering ancillary services such as Foreign Exchange and Liquidity Solutions.

Working in conjunction with our Markets business, you will cater to our core client segments, including Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers, and Hedge Funds and Alternatives.

Our team is committed to delivering investor solutions that protect our clients' portfolios, boost their efficiency, and seize opportunities in various global markets.
Job responsibilities



* Provide excellent client service and support to internal and external clients daily


* Manage issues related to Global Custody Corporate Actions with regards to client instructions, completions and reconciliation


* Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve exceptions in a timely manner


* Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders


* Partner across wider global team and technology to identify product enhancements and technology improvement opportunities


* Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience


* Provide operations subject matter expertise and value added services to clients where required

Required qualifications, capabilities, and skills



* Knowledge of mandatory and voluntary corporate actions and full asset servicing lifecycle for global assets


* Strong understanding of Corporate Actions related Swift messaging i.e.

MT56x


* Excellent verbal and written communication skills, and adept at communicating with all levels of the business


* Operate effectively in a dynamic environment with tight deadlines and can exhibit excellent time management skills


* 3+ years of experience or equivalent expertise in a client service role within financial institution

Preferred qualifications, capabilities, and skills



* Prior Custody, Markets, Corporate Actions operational experience


* Understanding of DTC, Euroclear, Foreign Exchange, Reconciliation rules and Global Custody


* Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure "Best in Class" results.

JPMorganChase, one of the oldest financial institutions, offers innov...