What are the responsibilities and job description for the Client Service Associate II - Corporate Action - Securities Services Custody Client Operations position at JPMorgan Chase?
Be part of a world-class team at JPMorgan Chase’s Corporate & Investment Bank – Securities Services, Custody Middle Office. Drive innovation and operational excellence while supporting institutional investors in global markets. Your expertise will help protect client portfolios and maximize opportunities in a dynamic environment.
As a Client Service Associate II - Corporate Action in the Securities Services Custody Client Operations team, you will deliver best-in-class solutions for settlement, safekeeping, and asset servicing of securities. You’ll support ancillary services such as Foreign Exchange and Liquidity Solutions, collaborate with global teams, and ensure an unparalleled client experience. Your work will optimize operational efficiency and safeguard client assets across diverse markets.
Job responsibilities
- Deliver exceptional client service and support to internal and external stakeholders
- Manage and resolve issues related to Global Custody Corporate Actions, including client instructions, completion, and reconciliation
- Monitor and respond to client inquiries, resolve non-routine issues, and partner with internal teams to address exceptions promptly
- Conduct root cause analysis to increase straight-through processing and build strong stakeholder relationships
- Collaborate across global teams and technology partners to identify and implement product and process enhancements
- Work closely with Client Service teams to manage client expectations and concerns
- Provide operations subject matter expertise and value-added services to clients as needed
Required qualifications, capabilities, and skills
- Knowledge of mandatory and voluntary corporate actions and the full asset servicing lifecycle for global assets
- Strong understanding of corporate actions-related SWIFT messaging (e.g., MT56x series)
- Excellent verbal and written communication skills; able to interact effectively at all levels of the organization
- Ability to operate in a fast-paced environment, manage tight deadlines, and demonstrate strong time management skills
- Experience with business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
- Strong analytical and problem-solving skills with a proactive mindset to drive process improvement
- Bachelor’s degree or equivalent experience required
Preferred qualifications, capabilities, and skills
- Prior experience in Custody, Markets, or Corporate Actions operations
- Understanding of DTC, Euroclear, Foreign Exchange, reconciliation rules, and global custody
- Self-starter with the ability to learn quickly; strong leadership skills focused on risk mitigation and a proactive approach to ensure “Best in Class” results.
With planned real estate expansion for JPMorganChase, this role is subject to change locations with the Tampa Region