JPMorganChase · 12 hours ago
Associate I - Client Service
Boston, MA
Full-time
Onsite
Entry Level
$74K/yr - $100K/yr
3+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to various clients. The Client Service Delivery Associate I will provide premier service delivery and ensure accurate and timely investment operations for end clients.
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
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
Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services
Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners
Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management
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
Excellent client facing skills & communication style, comfortable dealing with key clients
Understanding of investment Operations, Trade Services, IBOR, Recon
Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
Excellent problem solving skills to identify, understand and address operational and technical issues
Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
Self-starter with ability to learn quickly
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
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
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