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Chase · 2 months ago

Associate I - Client Service

70 Fargo St, Boston, MA, 02210, US

Full-time

Onsite

Mid Level

$74K/yr - $100K/yr

3+ years exp

Chase is seeking a Client Service Delivery Associate I to enhance client experiences. The role involves providing premier service delivery in investment operations, managing client inquiries, and ensuring timely settlement of trades and cash.

BankingFinancial Services

Responsibilities

Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy

Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes

Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations

Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery

Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery

Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services

Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners

Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client

Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams

Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery

Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management

Qualification

Client service experienceInvestment operations knowledgeChange management experienceDigital literacyProblem-solving skillsAnalytical skillsCommunication skillsNegotiation skillsFlexibilitySelf-starter

Required

3+ years of experience or equivalent expertise in a client service role within a financial institution

Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships

Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact

Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations

Excellent client facing skills & communication style, comfortable dealing with key clients

Understanding of investment Operations, Trade Services, IBOR, Recon

Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload

Excellent problem solving skills to identify, understand and address operational and technical issues

Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives

Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations

Self-starter with ability to learn quickly

Preferred

Ability to analyze a process and recommend ways to improve quality, control, and efficiency

Drive continuous improvement initiatives for high-quality client experiences

Experience in client-facing roles working across multiple business areas and/or functions to deliver results

Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment