Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As an associate in J.P. Morgan Prime Financial Services (PFS) Group, you will support relationship management and client engagement, analyze client metrics and trends, and coordinate issue resolution and communications across product, technology, and operations.

Responsibilities

• Support relationship management with key client stakeholders by preparing for daily interactions, meetings, and events; maintain contact lists, meeting notes, and follow-ups.
• Engage clients on new products, technology, and regulatory developments within the Prime Financial Services platform.
• Identify and escalate business opportunities by tracking client activity, service issues, and pipeline items.
• Perform quantitative analysis on client metrics and balance trends.
• Assist with client requests related to regulatory and market changes by summarizing impacts, compiling required information, and partnering with internal stakeholders.
• Manage the end-to-end client experience across product, technology, and operations by tracking issues/resolutions and ensuring timely communication.
• Contribute to client experience and product improvement initiatives by gathering data, documenting processes, preparing materials, and supporting implementation and testing.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field.
• At least 1 year of experience in a client-facing role within financial services.
• General understanding of alternatives and institutional clients, including financing and clearing products used in client strategies.
• Ability to build relationships with clients and internal partner groups.
• Strong organizational and project management skills; ability to prioritize, multitask, and deliver in a dynamic environment.
• Proactive self-starter able to work independently and escalate issues when required.
• Inquisitive mindset with interest in learning and taking on new challenges.

Skills

• Business analytics tools
• FINRA Series 3
• FINRA Series 7
• FINRA Series 63

Location

• New York

Work Type

• Full-time

Experience Level

• Associate
• 1 year

Education Level

• Bachelor’s degree

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
• Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
• 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.
• JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans