What are the responsibilities and job description for the Client Service Associate II position at JPMorgan Chase?
As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle 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
Take 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
Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
Provide 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
Preferred qualifications, capabilities, and skills
Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
Drive continuous improvement initiatives for high-quality client experiences.
Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.