JPMorganChase · 3 days ago
North America CASH EQUITIES Client Service Associate
Newark, DE
Full-time
Onsite
Mid Level
3+ years expJPMorganChase is a leading financial institution offering innovative solutions to clients. The Client Service Delivery Associate I will provide exceptional customer service and operational support, addressing client inquiries and processing transactions while contributing to team objectives and enhancing client relationships.
Asset ManagementBankingFinancial 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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
Hartford Business Journal
2026-01-03
2025-12-19
2025-12-12
Company data provided by crunchbase