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职位JPMorgan Chase

Client Service Associate I - Custody Operations

JPMorgan Chase

Client Service Associate I - Custody Operations

JPMorgan Chase

Tampa, FL, United States, US

·

On-site

·

Full-time

·

3w ago

You are a strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you.

As a Client Service AssociateI in our **Securities Services Custody Client Facing team,**you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives. Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.

Job Responsibilities

  • Provide excellent client service and support to internal and external clients daily
  • Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any 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 financial markets, trade lifecycle, and settlement practices
  • Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
  • Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
  • Exposure to business intelligence tools (I.E. Tableau, Alteryx, Ui Path, OwlDQ); comfortable working with data
  • Strong analytical & problem-solving skills with proactive mindset to drive change
  • Bachelor's Degree required or equivalent experience

Preferred qualifications, Capabilities, and Skills

  • Prior custody/treasury operation services, markets operational experience
  • Understanding of SWIFT, Cross Border Payments, 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” result.

Candidates selected for hire will be based on their skillset, across multiple grade levels within this pipeline

With planned real estate expansion for JPMorgan Chase, this role is subject to change locations within the Tampa region

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

员工数

New York City

总部位置

$500B

企业估值

评价

3.8

10条评价

工作生活平衡

3.2

薪酬

4.1

企业文化

3.8

职业发展

3.0

管理层

2.5

65%

推荐给朋友

优点

Good benefits and compensation

Supportive and collaborative environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress during peak times

薪资范围

41个数据点

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6份报告

$126,500

年薪总额

基本工资

$110,000

股票

-

奖金

-

$103,500

$201,250

面试经验

5次面试

难度

3.0

/ 5

时长

14-28周

录用率

40%

体验

正面 20%

中性 80%

负面 0%

面试流程

1

Application Review

2

HireVue Video Interview

3

Recruiter Screen

4

Superday/Panel Interview

5

Final Interview

6

Offer

常见问题

Behavioral/STAR

Technical Knowledge

Culture Fit

Past Experience

Case Study