Client Operations Associate

Job Description

Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a subject matter expert in Custody Account openings maintenance, Global Market Entry and handle advance and complex customer onboarding. You will consult with businesses and clients to meet deliverables by recommending and selecting appropriate courses of action. you are responsible for project management of global account openings and associated documentation in line with internal and external Service Level Agreements (SLAs) and coordination of complex client requests including fund restructures, launches and transitions. You will leverage your diverse perspective and expertise in automation tools to contribute to developing innovative solutions for our clients and the team. You will collaborate with key internal partners involved to ensure seamless client delivery and identify opportunities for process improvement, with a significant emphasis on quality and timeliness.

Job responsibilities

• Manage the end-to-end custody account and markets opening processes by providing guidance to clients on all static data and documentation requirements
• Evaluate and project manage the custody account opening processes inclusive of new, incremental, inquires and entitlement requests in support of clients’ operational readiness
• Review and analyze market documents with clients and work with local agent banks for submission in accordance with market SLA. This involves assisting clients with market restructures, fund mergers/name amendments, new requests, renewals, closures, and transition processes by providing analysis and working with local agent banks to provide clients with options
• Drive automation and digital tools strategy by identifying efficiencies and implementing solutions
• Develop innovative and creative solutions to solve complex, real-world business challenges
• Utilize data and visualization to influence decision-making and drive business results
• Adopt the Skills of the Future Program to rapidly excel in an ever-changing environment
• Collaborate with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agility
• Foster a culture where Diversity & Inclusion are integral to everyday interactions
• Engage constructively with clients to support standardization and optimization to enable us meeting a dynamic and complex agenda with agility. 
• Work in partnership with other key internal partners to provide seamless client delivery and look for opportunities to improve process with focus on quality and timeliness
• Partner with CAS Coordination members to provide a seamless client experience and support for market entry

Required qualifications, capabilities, and skills

• Digital Tool Proficiency: Skilled in utilizing digital tools such as MS Office, Alteryx, Tableau, and Xceptor
• Communication Expertise: Proficient in both oral and written communication, with the ability to interface effectively with clients and internal business partners
• Organizational & Analytical Skills: Exhibits excellent organizational, analytical, and problem-solving capabilities
• Stakeholder & Relationship Management: Experienced in managing stakeholders, providing client service, and fostering relationship management
• Interpersonal Skills: Possesses exceptional communication and interpersonal skills, both written and verbal
• Project Management: Capable of managing multiple projects and meeting deadlines in a fast-paced environment
• Team Collaboration: Demonstrated ability to work collaboratively within a team-oriented setting
• Diversity & Inclusion Commitment: Dedicated to fostering a diverse and inclusive workplace

Preferred qualifications, experience, and skills

• Custody Knowledge & Industry Insight: Beneficial to possess an understanding of custody processes, procedures, and global market entry
• Innovative & Curious Mindset: Ability to deep dive into client inquiries with a creative and inquisitive approach
• Client Account Services Expertise: Experience in client account services from an investment banking perspective
• Client Structure & Documentation: Understanding of client structure and formation documents is required
• Complex & Emerging Markets Experience: Proven experience working with complex and emerging markets
• Market Entry & Regulatory Familiarity: Familiarity with market entry documentation and regulatory requirements
• Process Improvement & Automation: Experience in driving process improvements and automation initiatives

This position is not eligible for H1B or Sponsorship

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.