at J.P. Morgan
Bulge Bracket Investment BanksPosted 10 days ago
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**Prime Brokerage Client Service - Associate II** Help drive exceptional client service for JPMorgan Chase's Prime Brokerage division in Jersey City, NJ. As a Client Service Delivery Associate II, you'll be the primary point of contact, managing client trades and settlements (Equity, FI, REPO, Options). Key responsibilities include processing trades, monitoring workflows, ensuring timely reporting, and identifying process improvements. kik Jenn provides change management skills to influence stakeholders and drive departmental outcomes. Requirements for this intermediate role include: - Excellent communication, organizational, and problem-solving skills - 3+ years in investment banking operations - Strong PC skills, particularly in Excel, and proficiency in industry-specific tools - College degree required, with preferred experience in AI-powered analytics or workflow automation Ideal candidates are proactive team players with strong initiative, looking to grow within the dynamic financial services sector.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Location: Jersey City, NJ, United States
As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery. Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes. Your ability to influence and manage internal stakeholders will be key in achieving our shared goals.
Job responsibilities
- Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are Equity, FI, REPO, and Options.,
- Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
- Monitor daily work flow queues and adhere to SLAs in place, report and escalate any issues or system outages, provide timely updates to all internal and external stakeholders
- Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
- Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews
- Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework
Required qualifications, capabilities, and skills
- Excellent communication skills both written and verbal
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Highly organized with ability to manage competing priorities.
- Skillset to properly escalate issues to management, controls team and front office sales and trading teams.
- Ability to work under pressure, prioritizing tasks according to risk and client profile and ability to manage global initiatives and projects by the business, industry or operations
- Strong analytical and problem-solving skills, including the ability to understand the external clients perspective when applying solutions. Creative problem solving with a focus on improving / maintaining client relationships
- Must have strong PC skills with particular emphasis on Microsoft excel, formula construction, and excel reconciliation solution as well as strong time management skills required to meet the internal and external deadlines/cutoffs
- College degree required
- 3+ years of experience in investment banking operations,
- Team Player, but also must be able to work independently
- Be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
- Proficient PC skills including Word, Excel and PowerPoint
- Equity and Fixed income knowledge is a plus
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, ore improve accuracy in operational processes
