Chase · 22 hours ago
Client Services Associate I
4915 Independence Pkwy, Tampa, FL, 33634, US
Full-time
Onsite
New Grad, Entry LevelChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Client Service Associate I will provide exceptional support to institutional investors in the Security Services Custody Client Facing team, focusing on settlements, safekeeping, and asset servicing of securities, while also enhancing client experience through effective communication and problem-solving.
BankingFinancial Services
Responsibilities
Provide excellent client service and support to internal and external clients daily
Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any exceptions in a timely manner
Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders
Partner across wider global team and technology to identify product enhancements and technology improvement opportunities
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
Provide operations subject matter expertise and value-added services to clients where required
Qualification
Required
Knowledge of financial markets, trade lifecycle, and settlement practices
Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
Exposure to business intelligence tools (I.E. Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data
Strong analytical & problem-solving skills with proactive mindset to drive change
Bachelor's Degree required or equivalent experience
Preferred
Prior custody/treasury operation services, markets operational experience
Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody
Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure 'Best in Class' result
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Financial Sector Technology
2026-02-05
2026-02-05
Company data provided by crunchbase