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About the Role
Partner with investment clients and internal teams to resolve issues, improve settlement outcomes, and enhance client experiences. This role involves building relationships, using data to identify areas for improvement, and supporting growth across products, operations, and client coverage. Ideal for those who enjoy solving complex operational problems with a client-first mindset.
Responsibilities
- Deliver high-quality custody client service support across a portfolio of institutional clients
- Respond to client inquiries accurately and on time, coordinating end-to-end resolution across partners
- Lead proactive client communication, including participation in periodic client review and due diligence meetings
- Apply risk and control checks, escalate exceptions, and document outcomes to support a strong control environment
- Analyze key performance indicators (KPIs) and operational metrics to identify recurring issues and improvement opportunities
- Improve settlement timeliness and straight-through processing by partnering with operations and product stakeholders
- Use approved digital and AI-assisted workflows to triage inquiries, draft responses, summarize themes, and surface automation opportunities
- Build strong working relationships across product, sales, account management, and global operations teams
- Share knowledge, collaborate with teammates, and contribute to continuous learning and process standardization
Requirements
- 5 years of client-facing operations experience in custody, fund administration, asset management operations, or a closely related environment
- Experience supporting global equity and fixed income settlement and post-trade operational processes
- Experience supporting asset servicing activities (e.g., corporate actions and income processing) in an operations setting
- Experience supporting cash and foreign exchange operational processes
- Strong written and verbal communication skills, with experience supporting external financial services clients
- Demonstrated attention to detail and disciplined follow-through in a controlled environment
- Proven ability to use KPIs and metrics to drive measurable service or process improvements
Skills
- Client service
- Risk and control frameworks
- Data analysis
- Settlement processing
- Asset servicing
- Cash and foreign exchange operations
- Communication
- Attention to detail
- Problem-solving
- Relationship building
- Digital workflows
- AI-assisted workflows
- Straight-through processing concepts
- Service management tools
- Workflow tools
Location
- Global
Work Type
- Full-time
Experience Level
- Associate
- 5 years of experience
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.
- 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.