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About the Role

As an Associate within Margins Services Operations (MSO) team, you will be accountable for end-to-end operational service delivery for margin services clients, acting as the first point of escalation for queries and incidents. You’ll ensure high service standards, manage operational risks, and drive sustainable remediation. You’ll partner with internal teams, coordinate client communications, and contribute to process enhancements, reporting, and strategic projects.

Responsibilities

Ensure operational work is completed in accordance with control procedures, using daily checklists and structured sign-offs
Escalate issues to management and drive resolution with internal and external partners
Own end-to-end client inquiries, coordinating internal actions to deliver timely, accurate responses
Act as first-level escalation for clients and internal contacts, managing operational events and structured communication
Maintain an issue log, deliver root cause analysis, and implement remediation plans to prevent recurrence
Contribute to management reporting, supporting the production and analysis of KPIs and MIS
Track trends in work volumes and error types, document adverse trends, and propose actionable solutions
Manage client communications for operationally driven projects and client-initiated change requests
Address client inquiries related to reporting, audit requests, and ad hoc files; deliver client education sessions as needed
Prepare materials for service reviews and represent Operations in client discussions
Coordinate cross-team efforts for client satisfaction surveys and support action planning based on feedback

Requirements

At least 7 years of experience in settlements, trade support, middle office, or collateral operations roles within the financial services industry
Strong working knowledge of global financial markets and collateral management
Proficiency in Microsoft Excel and comfort with operational metrics, exception tracking, and trend analysis
Strong interpersonal and communication skills, with the ability to build trusted relationships
Analytical skills and independent, reliable decision-making mindset
Demonstrated ownership, accountability, and controls focus
Ability to prioritize and operate effectively under tight deadlines in a fast-paced environment
Team player who can also work independently and take decisive action

Skills

Microsoft Excel
Operational metrics
Exception tracking
Trend analysis
Interpersonal skills
Communication skills
Analytical skills
Decision-making
Ownership
Accountability
Controls focus
Prioritization
Teamwork
Independent work
Decisive action
Tableau
Alteryx
Python
Client-facing operational service delivery
Process improvement
Transformation initiatives
Stakeholder management
Collaboration
Client education
Training delivery
Global collateral management platforms
Best practices
Business management activities
Reporting
Survey coordination

Experience Level

Associate

Education Level

Bachelor’s degree

About the Company

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do.
We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments.
Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.
The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Equal Opportunity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation.