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Securities Operations – Client Delivery Services – Senior Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Securities Operations – Senior Associate (Client Delivery Services)** As a Senior Associate in Client Delivery Services, you will drive operational excellence by automating and enhancing client delivery processes. Key responsibilities include identifying automation opportunities, building and maintaining scalable workflows, and collaborating cross-functionally to align and implement solutions. You will ensure timely and accurate delivery of critical processes such as trade confirmations and statements while maintaining high control and compliance standards. Essential skills include strong securities operations background (3+ years), experience with automation tools (Alteryx, UiPath, Tableau), advanced Excel, andfoundational Python. Embrace a continuous improvement mindset to champion operational excellence in this dynamic environment. Series 99 license required. Join JPMorganChase to shape the future, drive change, and grow your career with a supportive, innovative team.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Location: Jersey City, NJ, United States


Are you ready to make a meaningful impact in a dynamic, fast-paced environment? At JPMorganChase, you will have the opportunity to grow your career, develop your expertise, and help shape the future of operational excellence. Join a team that values your ideas, encourages innovation, and empowers you to drive change. Here, your contributions matter, and your growth is our priority.

Job Summary
As a Senior Associate in Client Delivery Services within Securities Operations, you will play a pivotal role in delivering exceptional client service and driving process improvements. You will collaborate with cross-functional partners, leverage automation tools, and ensure the highest standards of control and compliance. You will be part of a supportive team that values open communication, continuous learning, and a one team approach. Together, we strive for operational excellence and deliver critical processes such as trade confirmations, prospectus, demand letter, and account statement client delivery.

Job Responsibilities

  • Identify, design, and implement automation solutions to eliminate manual tasks and enhance operational efficiency.
  • Map and assess end-to-end workflows to uncover opportunities for process re-engineering and automation.
  • Leverage automation platforms and productivity tools to build, test, and maintain scalable automated workflows.
  • Execute and oversee all intraday and end-of-day operational tasks, ensuring accuracy and timely completion.
  • Monitor and manage Service Level Agreement (SLA) adherence, engaging support teams to resolve issues efficiently.
  • Collaborate with technology, operations, and business teams to align on automation priorities and integrate solutions.
  • Track and report on key efficiency metrics to demonstrate the impact of automation initiatives.
  • Stay current on emerging automation tools and best practices, recommending enhancements to existing processes.
  • Champion a culture of continuous improvement and operational excellence.
  • Ensure all deliverables meet the highest standards of control and compliance.
  • Proactively identify and address risks to timely and accurate client delivery.

Required Qualifications, Capabilities, and Skills

  • Minimum three years of experience in a securities operations environment with strong knowledge of trade settlement cycles and front-to-back operations.
  • Demonstrated understanding of key infrastructure groups such as Legal, Compliance & Control, Middle Office, and Technology.
  • Excellent interpersonal and communication skills, with the ability to collaborate and present effectively across teams.
  • High attention to detail and a strong sense of ownership over deliverables and outcomes.
  • Proven ability to thrive in a dynamic, evolving environment, demonstrating adaptability and resilience.
  • Strong analytical, numerical, and process-mapping skills to interpret data and drive actionable solutions.
  • Demonstrated problem-solving skills with a controls mindset and experience managing projects from concept to delivery.
  • Advanced proficiency in Microsoft Office Suite, especially Excel (Advanced) and Access.
  • Hands-on experience with automation and analytics tools such as Alteryx, UiPath, and Tableau, as well as foundational Python programming skills and proficiency in low-code/no-code automation platforms and RPA solutions.
  • Commitment to continuous learning and professional development.
  • Series 99 license required, or must be obtained within the first 180 days of employment.

Preferred Qualifications, Capabilities, and Skills

  • Experience supporting large-scale automation or process improvement initiatives.
  • Exposure to regulatory reporting and compliance requirements in securities operations.
  • Ability to influence and drive change across cross-functional teams.
  • Experience working in a global, matrixed organization.
  • Familiarity with data visualization and dashboarding best practices.
  • Strong organizational and time management skills.
  • Professional certifications in process improvement, automation, or project management.
Drive operational excellence and automation in client delivery, collaborating across teams to deliver impactful solutions.

Securities Operations – Client Delivery Services – Senior Associate

Compensation

Not specified USD

City: Not specified

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Securities Operations – Senior Associate (Client Delivery Services)** As a Senior Associate in Client Delivery Services, you will drive operational excellence by automating and enhancing client delivery processes. Key responsibilities include identifying automation opportunities, building and maintaining scalable workflows, and collaborating cross-functionally to align and implement solutions. You will ensure timely and accurate delivery of critical processes such as trade confirmations and statements while maintaining high control and compliance standards. Essential skills include strong securities operations background (3+ years), experience with automation tools (Alteryx, UiPath, Tableau), advanced Excel, andfoundational Python. Embrace a continuous improvement mindset to champion operational excellence in this dynamic environment. Series 99 license required. Join JPMorganChase to shape the future, drive change, and grow your career with a supportive, innovative team.

Full Job Description

Location: Jersey City, NJ, United States


Are you ready to make a meaningful impact in a dynamic, fast-paced environment? At JPMorganChase, you will have the opportunity to grow your career, develop your expertise, and help shape the future of operational excellence. Join a team that values your ideas, encourages innovation, and empowers you to drive change. Here, your contributions matter, and your growth is our priority.

Job Summary
As a Senior Associate in Client Delivery Services within Securities Operations, you will play a pivotal role in delivering exceptional client service and driving process improvements. You will collaborate with cross-functional partners, leverage automation tools, and ensure the highest standards of control and compliance. You will be part of a supportive team that values open communication, continuous learning, and a one team approach. Together, we strive for operational excellence and deliver critical processes such as trade confirmations, prospectus, demand letter, and account statement client delivery.

Job Responsibilities

  • Identify, design, and implement automation solutions to eliminate manual tasks and enhance operational efficiency.
  • Map and assess end-to-end workflows to uncover opportunities for process re-engineering and automation.
  • Leverage automation platforms and productivity tools to build, test, and maintain scalable automated workflows.
  • Execute and oversee all intraday and end-of-day operational tasks, ensuring accuracy and timely completion.
  • Monitor and manage Service Level Agreement (SLA) adherence, engaging support teams to resolve issues efficiently.
  • Collaborate with technology, operations, and business teams to align on automation priorities and integrate solutions.
  • Track and report on key efficiency metrics to demonstrate the impact of automation initiatives.
  • Stay current on emerging automation tools and best practices, recommending enhancements to existing processes.
  • Champion a culture of continuous improvement and operational excellence.
  • Ensure all deliverables meet the highest standards of control and compliance.
  • Proactively identify and address risks to timely and accurate client delivery.

Required Qualifications, Capabilities, and Skills

  • Minimum three years of experience in a securities operations environment with strong knowledge of trade settlement cycles and front-to-back operations.
  • Demonstrated understanding of key infrastructure groups such as Legal, Compliance & Control, Middle Office, and Technology.
  • Excellent interpersonal and communication skills, with the ability to collaborate and present effectively across teams.
  • High attention to detail and a strong sense of ownership over deliverables and outcomes.
  • Proven ability to thrive in a dynamic, evolving environment, demonstrating adaptability and resilience.
  • Strong analytical, numerical, and process-mapping skills to interpret data and drive actionable solutions.
  • Demonstrated problem-solving skills with a controls mindset and experience managing projects from concept to delivery.
  • Advanced proficiency in Microsoft Office Suite, especially Excel (Advanced) and Access.
  • Hands-on experience with automation and analytics tools such as Alteryx, UiPath, and Tableau, as well as foundational Python programming skills and proficiency in low-code/no-code automation platforms and RPA solutions.
  • Commitment to continuous learning and professional development.
  • Series 99 license required, or must be obtained within the first 180 days of employment.

Preferred Qualifications, Capabilities, and Skills

  • Experience supporting large-scale automation or process improvement initiatives.
  • Exposure to regulatory reporting and compliance requirements in securities operations.
  • Ability to influence and drive change across cross-functional teams.
  • Experience working in a global, matrixed organization.
  • Familiarity with data visualization and dashboarding best practices.
  • Strong organizational and time management skills.
  • Professional certifications in process improvement, automation, or project management.
Drive operational excellence and automation in client delivery, collaborating across teams to deliver impactful solutions.