What are the responsibilities and job description for the Securities Operations - Client Delivery Services - Senior Associate position at JPMorganChase?
Job Description
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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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.
- 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.
- 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.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Salary : $85,500 - $123,000