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职位JPMorgan Chase

Client Service Associate II

JPMorgan Chase

Client Service Associate II

JPMorgan Chase

Tampa, FL, United States, US

·

On-site

·

Full-time

·

1w ago

  • As an Associate II in Investment Middle Office Services
  • Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.

Job responsibilities

  • Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery

  • Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services

  • Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.

  • Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P.

Morgan and the Client:

  • Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams

  • Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery

  • Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management

Required qualifications, capabilities and skills

  • Excellent client facing skills & communication style, comfortable dealing with key clients

  • Understanding of investment Operations, Trade Services, IBOR, Recon.

  • Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload

  • Excellent problem solving skills to identify, understand and address operational and technical issues

  • Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives

  • Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations

  • Self-starter with ability to learn quickly

Preferred qualifications, capabilities, and skills

  • Ability to analyze a process and recommend ways to improve quality, control, and efficiency.

  • Drive continuous improvement initiatives for high-quality client experiences.

  • Experience in client-facing roles working across multiple business areas and/or functions to deliver results.

  • Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.

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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

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1份报告

$139,000

年薪总额

基本工资

$107,000

股票

-

奖金

-

$139,000

$139,000

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