Associate II - Client Service Market Transition

Reposted 2 Days Ago
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New York, NY
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Client Service Associate II, manage onboarding for clients in financial services, ensuring excellent service and collaboration across teams.
Summary Generated by Built In

Job Description
Markets Transition Management is a fast paced, client and business facing role with growing digital capabilities. This dynamic and evolving team offers tremendous opportunity for those interested in client service, financial markets and digitalization.
As a Client Service Associate II within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products. You will manage incoming onboarding requests, assess and relay requirements and coordinate with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe. Your goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team, supporting clients and Corporate and Investment Bank Markets business in United States, Europe and Asia Pacific regions.
Job Responsibilities:

  • Establish and maintain relationships with senior level client contacts. Ensure that client requirements are delivered accurately and with a sense of urgency. Lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process.
  • Manage diverse client base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced, multi asset class and evolving environment while adhering to controls and transparency requirements.
  • Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients and internal stakeholders on transition status. Host client calls, manage agenda and execute follow up points. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.
  • Build strong relationships with internal partners, e.g., Trading, Sales, Credit, Legal, Reference Data, Know Your Client, and Operations teams to establish transparent, controlled and efficient environment and facilitate achievement of "best in class" onboarding service.


Required qualifications, capabilities and skills

  • Minimum of three years experience in client facing role within financial services industry
  • Excellent client & stakeholder communication and relationship building skills.
  • Strong understanding of the institutional client landscape, with insight into the markets trading products utilized in client strategies.
  • Ability to manage large client pipelines, host client meetings and correspond with senior partners internally and at client.
  • Strong problem-solving capabilities, ability to listen to client requirements, prescribe path forward, anticipate potential issues and seek to mitigate/escalate potential issues as appropriate.
  • Excellent communication, project management, organizational, and time management skills
  • Results-focused, ability to manage high volume of requests in dynamic operating environment.
  • Ability to navigate diverse process flows and data sets and drive process enhancements.
  • Proficient in Microsoft Office applications (Excel, Word, PowerPoint)


Preferred qualifications, capabilities and skills

  • Experience designing technology enhancements and use of business analytic/automation tools.
  • Business Analytics experience and/or proficiency with data management tools, e.g., Python, Alteryx, Tableau, QlikView


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.

Top Skills

Alteryx
MS Office
Python
Qlikview
Tableau

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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