Client Service Associate Jobs

You will be part of a team delivering client transactional support functions for Over the Counter (OTC) Credit & Rates cleared products.
Job summary
The primary functions will focus on day to day client trade inquiries supporting our clients. You will be employed as a cross-product client service operations representative and will have extensive client interaction as well as opportunities to develop a deep understanding of products, internal systems, processes and support teams. You will need to have a clear understanding of trade flow management, knowledge of the confirmation, settlement, and fails for credit and rates. Additionally, as the client service and clearing agenda is complex and challenging, you will be expected to play key roles in refining existing procedures, developing new processes, defining requirements for new products or industry initiatives and identifying new opportunities to improve the overall function. Your role will require daily interaction with clients, globally located middle office & operations groups and frequent interaction with technology and project delivery teams.
Job responsibilities

• Partnering with clients to understand business and service needs, help define and track client service metrics and onboard new 'Business As Usual' services and capabilities for existing relationships / accounts to meet client evolving needs.
• Responsible for maintaining relationships with high profile and/or high-revenue generating client
• Work independently and in a team environment to maximize productivity in a most efficient manner.
• Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement.
• Share your knowledge and become a mentor to help your team succeed.
• End to end ownership of the Credit & Rates trade capture and support process which includes coordinating all aspects of delivering best-in-class Operational Service to clients.
• Build in-depth understanding of the client's organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client.

Required qualifications, capabilities and skills

• Strong experience of Over the counter (OTC) Credit & Rates derivatives products
• Ability to use data to create metrics and reporting
• 3+ years of experience in customer service, operations or related field, preferably with work experience primarily in banking or the financial service industry
• Strong Microsoft Office skills (Word, Excel and Powerpoint)
• Excellent verbal and written communication skills.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
• Understanding of the clearance business model

Preferred qualifications, capabilities and skills

• Prime Brokerage or Client Services background desirable
• Possess initiative and problem-solving ability
• Team player but can operate without direction.
• Alteryx, Microsoft Excel Macro/ Visual Basic Analysis (VBA) experience a plus

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $76,000.00 - $106,000.00 / year