JPMorganChase · 2 days ago
Client Service Soft Dollar Associate
Newark, DE
Full-time
Onsite
Mid Level
3+ years expJPMorganChase is one of the oldest financial institutions, providing innovative financial solutions globally. The Client Service Delivery Associate II will deliver exceptional customer service and operational support, addressing client inquiries and processing transactions while identifying service opportunities based on client needs.
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
Reconcile and manage trades, including coordination of payments to vendors on behalf of CSA clients
Manage trade exceptions and partnering with other MO and FO teams globally to resolve issues
Perform a variety of daily control functions and create ad hoc reports for MO and FO management
Identify process weaknesses and work with technology teams to implement solutions
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
Understanding of the JPM Equity business, infrastructure, trade flows, and control environment
Experience in an operations role with strong analytical and problem-solving skills
Self-motivated, self-starter with the ability to multitask and work under pressure, prioritizing duties according to risk and client profiles
Excellent communication and interpersonal skills, ability to partner with teams across Operations, technology, finance, and the front office
Experience in Microsoft Excel
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
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