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Client Service Associate I - Custody Operations
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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JPMorgan Chaseについて

JPMorgan Chase
PublicJPMorgan 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+
従業員数
New York City
本社所在地
$500B
企業価値
レビュー
3.8
10件のレビュー
ワークライフバランス
3.2
報酬
4.1
企業文化
3.8
キャリア
3.0
経営陣
2.5
65%
友人に勧める
良い点
Good benefits and compensation
Supportive and collaborative environment
Flexible work arrangements
改善点
Long hours and heavy workload
Management issues and lack of direction
High stress during peak times
給与レンジ
41件のデータ
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6件のレポート
$126,500
年収総額
基本給
$110,000
ストック
-
ボーナス
-
$103,500
$201,250
面接体験
5件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
40%
体験
ポジティブ 20%
普通 80%
ネガティブ 0%
面接プロセス
1
Application Review
2
HireVue Video Interview
3
Recruiter Screen
4
Superday/Panel Interview
5
Final Interview
6
Offer
よくある質問
Behavioral/STAR
Technical Knowledge
Culture Fit
Past Experience
Case Study
ニュース&話題
Spirepoint Private Client LLC Purchases 3,449 Shares of JPMorgan Chase & Co. $JPM - MarketBeat
MarketBeat
News
·
3d ago
As the world’s largest bank JP Morgan tests Anthropic’s AI tool Mythos, CEO Jamie Dimon admits 'threat'; - The Times of India
The Times of India
News
·
3d ago
Fortifying the enterprise: 10 actions to take now for AI-ready cyber resilience - JPMorganChase
JPMorganChase
News
·
3d ago
JPMorgan Chase & Co. Issues Pessimistic Forecast for Super Micro Computer (NASDAQ:SMCI) Stock Price - MarketBeat
MarketBeat
News
·
5d ago