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Chase · 1 month ago

North America CASH EQUITIES Client Service Associate

500 Stanton Christiana Rd, Newark, DE, 19713, US

Full-time

Onsite

Mid Level

3+ years exp

Chase is seeking a Client Service Delivery Associate I to join their dynamic team and enhance client experiences. In this role, you will provide exceptional customer service and operational support, addressing client inquiries and processing transactions while building strong client relationships.

BankingFinancial Services

Responsibilities

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

Protect both the client and the institution from potential financial and reputational damage

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

Build strong relationships with our clients by delivering an industry-leading client experience

Share industry knowledge for the purpose of improving mutual efficiencies

Monitor and manage daily control reports to identify and resolve exchange and client-side breaks

Leverage analytics tools to identify & resolve outstanding risk while using an understanding of global markets, associated settlement risks, and nuances

Monitor & resolve trade discrepancies and position break reports with corresponding internal/external parties. Perform root cause analysis to prevent future discrepancies and improve straight-through processing capabilities

Own fails management including break resolution and trade repair and learn the equity trade lifecycle along with a solid understanding of the various applications involved

Qualification

Client service experienceChange managementAnalytical skillsDigital literacySecurities industryCommunication skillsProblem-solving skillsAttention to detailInterpersonal skillsAdaptability

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

Strong analytical, technical & problem-solving skills

Effective, adaptable, & professional communication/interpersonal skills

Strong attention to detail, quality & accuracy

Able to thrive in a high-pressure, high-volume, deadline-driven environment

Open & receptive to feedback/coaching

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

Knowledge of securities industry and back office operations (e.g., maturities, equities, fixed income, custody services, etc.)

Proactive in identifying areas of opportunity for improvement

Educated to a Degree Level