What are the responsibilities and job description for the Client Service - Associate II position at JPMorgan Chase?
Job responsibilities
- Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
- Protect both the client and the institution from potential financial and reputational damage.
- Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
- Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
- Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
- Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are “Equity, FI, REPO, and Options.”,
- Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
- Monitor daily work flow queues and adhere to SLAs in place, report and escalate any issues or system outages, provide timely updates to all internal and external stakeholders
- Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
- Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews
Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework
Required qualifications, capabilities, and skills
- 3 years of experience or equivalent expertise in a client service role within a financial institution.
- Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
- Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
- Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
Bachelor Degree
Preferred qualifications, capabilities, and skills
- Team Player, but also must be able to work independently
- Be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
- Equity and Fixed income knowledge is a plus