What are the responsibilities and job description for the Securities Operations – Client Delivery Services – Senior Associate position at JPMorgan Chase?
Are you ready to make a meaningful impact in a dynamic, fast-paced environment? At JPMorganChase, you will have the opportunity to grow your career, develop your expertise, and help shape the future of operational excellence. Join a team that values your ideas, encourages innovation, and empowers you to drive change. Here, your contributions matter, and your growth is our priority.
Job Summary
As a Senior Associate in Client Delivery Services within Securities Operations, you will play a pivotal role in delivering exceptional client service and driving process improvements. You will collaborate with cross-functional partners, leverage automation tools, and ensure the highest standards of control and compliance. You will be part of a supportive team that values open communication, continuous learning, and a “one team” approach. Together, we strive for operational excellence and deliver critical processes such as trade confirmations, prospectus, demand letter, and account statement client delivery.
Job Responsibilities
- Identify, design, and implement automation solutions to eliminate manual tasks and enhance operational efficiency.
- Map and assess end-to-end workflows to uncover opportunities for process re-engineering and automation.
- Leverage automation platforms and productivity tools to build, test, and maintain scalable automated workflows.
- Execute and oversee all intraday and end-of-day operational tasks, ensuring accuracy and timely completion.
- Monitor and manage Service Level Agreement (SLA) adherence, engaging support teams to resolve issues efficiently.
- Collaborate with technology, operations, and business teams to align on automation priorities and integrate solutions.
- Track and report on key efficiency metrics to demonstrate the impact of automation initiatives.
- Stay current on emerging automation tools and best practices, recommending enhancements to existing processes.
- Champion a culture of continuous improvement and operational excellence.
- Ensure all deliverables meet the highest standards of control and compliance.
- Proactively identify and address risks to timely and accurate client delivery.
Required Qualifications, Capabilities, and Skills
- Minimum three years of experience in a securities operations environment with strong knowledge of trade settlement cycles and front-to-back operations.
- Demonstrated understanding of key infrastructure groups such as Legal, Compliance & Control, Middle Office, and Technology.
- Excellent interpersonal and communication skills, with the ability to collaborate and present effectively across teams.
- High attention to detail and a strong sense of ownership over deliverables and outcomes.
- Proven ability to thrive in a dynamic, evolving environment, demonstrating adaptability and resilience.
- Strong analytical, numerical, and process-mapping skills to interpret data and drive actionable solutions.
- Demonstrated problem-solving skills with a controls mindset and experience managing projects from concept to delivery.
- Advanced proficiency in Microsoft Office Suite, especially Excel (Advanced) and Access.
- Hands-on experience with automation and analytics tools such as Alteryx, UiPath, and Tableau, as well as foundational Python programming skills and proficiency in low-code/no-code automation platforms and RPA solutions.
- Commitment to continuous learning and professional development.
- Series 99 license required, or must be obtained within the first 180 days of employment.
Preferred Qualifications, Capabilities, and Skills
- Experience supporting large-scale automation or process improvement initiatives.
- Exposure to regulatory reporting and compliance requirements in securities operations.
- Ability to influence and drive change across cross-functional teams.
- Experience working in a global, matrixed organization.
- Familiarity with data visualization and dashboarding best practices.
- Strong organizational and time management skills.
- Professional certifications in process improvement, automation, or project management.