Bulge Bracket Investment Banks
Wealth Management - Trading Services Associate I
at J.P. Morgan
ExperiencedNo visa sponsorship
Posted 16 days ago
No clicks
Join the Wealth Management trading operations team to analyze and remediate complex cases and tickets from advisors, fund/money managers, and carriers. You will follow and enforce SOPs, escalate business risk incidents, and contribute to process transformation and controls improvement. The role requires independent work, collaboration across business partners, and ensuring accurate intraday and end-of-day trade reconciliation and book management. Night-shift, onsite position focused on risk management, process improvement, and operational excellence.
- Compensation
- Not specified
- City
- Manila
- Country
- Not specified
Currency: Not specified
Full Job Description
Location: Metro Manila, National Capital Region, Philippines
Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges.
As a Trading Services Associate, you will perform detailed analysis and remediation of complex cases and tickets received from Advisors, Fund and Money Managers, and Carriers. Your role requires strict adherence to Standard Operating Procedures, timely escalation of business risk incidents, and a commitment to process transformation to drive scalability and strengthen controls. You will maintain a customer-centric approach, consistently deliver excellence, work independently with minimal supervision, and collaborate effectively with business partners across the value chain.
As a Trading Services Associate, you will perform detailed analysis and remediation of complex cases and tickets received from Advisors, Fund and Money Managers, and Carriers. Your role requires strict adherence to Standard Operating Procedures, timely escalation of business risk incidents, and a commitment to process transformation to drive scalability and strengthen controls. You will maintain a customer-centric approach, consistently deliver excellence, work independently with minimal supervision, and collaborate effectively with business partners across the value chain.
Job responsibilities:
- Perform in-depth analysis and remediation of complex cases and tickets received from Financial Advisors, Fund/ Money Managers and Carriers.
- Ensure all cases and tickets are processed in accordance with established SOPs. Identify and resolve discrepancies or issues in a timely manner.
- Provide regular updates on case and ticket status, as well as any issues or concerns.
- Collaborate with business partners across the value chain to ensure alignment and effective problem-solving.
- Maintain a comprehensive understanding of the SOPs and ensure strict adherence. Stay up-to-date with any changes or updates to the SOPs and ensure compliance. Document and report any deviations from the SOPs.
- Identify potential business risk incidents and escalate them promptly and urgently. Collaborate with relevant stakeholders to mitigate identified risks. Maintain accurate records of all risk incidents and actions taken. Ensure that the risk framework is optimal by leveraging domain knowledge and a deep understanding of the process across a wide variety of risks.
- Continuously evaluate and identify opportunities for process improvement. Participate in initiatives aimed at transforming processes to enhance scalability and efficiency. Implement best practices to ensure robust controls management.
- Ensure the accurate and timely completion of intraday and end-of-day processes, including thorough completeness and reconciliation checks to validate new trading activity and general book management. This role collaborates closely with Operations and infrastructure teams to foster a unified, ‘one team’ approach to supporting business objectives. The specialist develops a deep understanding of trading structures from both financial and operational perspectives, enabling effective oversight and continuous improvement of process integrity and control.
Required qualifications, skills, and capabilities:
Additional Information:
- Shift Schedule: Night Shift
- Work Setup: Full Time Onsite
