Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team.
As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a subject matter expert in custody account openings and maintenance, global market entry, and of handling advance and complex customer onboarding. You will consult with businesses and clients to meet deliverables by recommending and selecting appropriate courses of action. You will be responsible for project management of global account openings and associated documentation, ensuring alignment with internal and external Service Leval Agreements (SLAs), as well as coordination of complex client requests, such as fund restructures, launches, and transitions. You will leverage your diverse perspective and expertise in automation tools to contribute to developing innovative solutions for our clients and the team. You will collaborate with key internal partners to ensure seamless client delivery and identify opportunities for process improvement, with a strong emphasis on quality and timeliness.
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Job responsibilities
- Manage the end-to-end custody account and market opening processes by providing guidance to clients on all static data and documentation requirements
- Review and project manage the custody account opening processes, including new, incremental inquiries, and entitlement requests in support clients' operational readiness
- Review and analyze market documents with clients and collaborate with local agent banks for submission in accordance with market SLAs. This involves assisting clients with market restructures, fund mergers/name amendments, new requests, renewals, closures, and transition processes by providing analysis and working with local agent banks to offer clients options
- Drive automation and digital tools strategy by identifying efficiencies and implementing solutions
- Develop innovative and creative solutions to solve complex, real-world business challenges
- Utilize data and visualization to influence decision-making and drive business results
- Adopt the Skills of the Future Program to rapidly excel in an ever-changing environment
- Work proactively with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agility
- Foster a culture where diversity and inclusion are integral to everyday interactions
- Collaborate with clients to support standardization and optimization, enabling us to meet a dynamic and complex agenda with agility
- Partner with CAS Coordination members and other key internal stakeholders to provide seamless client delivery and seek opportunities to improve processes with a focus on quality and timeliness and support for market entry
Required qualifications, capabilities, and skills
- Must have custody knowledge and industry experience, with an understanding of processes and procedures, as well as global market entry knowledge
- Digital tool experience such as MS Office, Alteryx, Tableau, and Xceptor
- An understanding of client structure and formation documents is required
- High-level oral and written communication skills, with the ability to interface clearly and concisely with clients and internal business partners
- Possesses excellent organizational, analytical, and problem resolution skills
- Demonstrated experience in stakeholder management, client service, and relationship management
- Possesses excellent communication and interpersonal skills
- Ability to manage multiple projects and meet deadlines in a fast-paced environment
Preferred qualifications, capabilities, and skills
- Possesses an innovative and curious mindset to thoroughly investigate client inquiries
- Experience working with complex and emerging markets
- Familiarity with market entry documentation and regulatory requirements
- Experience in driving process improvements and automation initiatives
- Demonstrated ability to work collaboratively in a team-oriented environment
- Commitment to fostering a diverse and inclusive workplace
***Note to job seekers: This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home. Keeping in mind this is subject to change at any time per JP Morgan guidelines.
This position is not eligible for H1B or Sponsorship
ABOUT US
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.