Job Description

Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (IBOR) and Trade Services, then this is the role for you.

As a Client Service Associate, you will be dealing with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate 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
• 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
• Ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
• 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