J.P. Morgan Commercial Investment Bank is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
As a Client Services Associate within the Commercial Investment Bank, you manage client queries and operational processes across Equities, Fixed Income, Repo, Mutual Funds, IBOR, Derivatives, and Cash Markets. You partner with operational teams to ensure SLAs are met, oversee daily tasks, and build strong relationships with internal and external stakeholders. Your role involves trend analysis, process improvement, client reporting, and participation in new fund launches and industry forums.
Job Responsibilities
- Manage all incoming and outgoing client queries across Equities, Fixed Income, Repo, Mutual Funds, IBOR Management & Reconciliation, OTC & ETD Derivatives, CFDs, Cash Processing, FX, Money Markets, Market Claims Investigations, Overdraft Reporting, and Cash Management & Reconciliation
- Partner with operational teams to ensure client SLAs are met, perform daily oversight checks, and act as escalation for processing hubs
- Contribute to and attend client meetings, produce reporting requirements, and deliver MI collation, incident reporting, and operational reviews
- Build strong relationships with JPMorganChase internal teams and liaise daily with brokers, custodians, transfer agents, and vendors
- Attend and participate in forums hosted by third parties
- Monitor market changes and developments, develop client relationships to understand fund structure, trading behavior, and strategies
- Participate in new fund and product launches, and drive projects to enhance and improve existing processes and systems
Required Qualifications, Skills, and Capabilities
- Experience with banking products such as Securities, Repo, Cash, FX, OTC & ETD Derivatives, CFDs, and client service skills
- Ability to deliver against KPIs and SLAs, prioritize workloads under pressure, and demonstrate attention to detail with strong analytical and problem-solving skills
- Self-motivated, willing to take responsibility for issues and resolution
- Proficiency in Microsoft Excel, Outlook, PowerPoint, and Word
Preferred Qualifications, Skills, and Capabilities
- Experience in market claims investigations and overdraft reporting
- Familiarity with cash management and reconciliation processes
- Involvement in new fund and product launches
- Experience in driving projects to enhance and improve processes and systems
