Talent.com
Associate I - Client Service
Associate I - Client ServiceJPMorgan Chase • Boston, MA, US
Associate I - Client Service

Associate I - Client Service

JPMorgan Chase • Boston, MA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Service Delivery Associate I

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.

Job 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.

Required Qualifications, Capabilities, and Skills

  • 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 Qualifications, Capabilities, and Skills

  • 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.
    • [job_alerts.create_a_job]

    Client Service Associate • Boston, MA, US

    [internal_linking.similar_jobs]
    Client Service Associate - Institutional

    Client Service Associate - Institutional

    Fiducient Advisors • Boston, Massachusetts, United States
    [job_card.full_time]
    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institut...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Client Services Associate

    Client Services Associate

    Action for Boston Community Development • Boston, MA, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services for r...[show_more]
    [last_updated.last_updated_30]
    Private Banking AVP Associate : Client Growth & Strategy

    Private Banking AVP Associate : Client Growth & Strategy

    Citigroup Inc. • Boston, MA, United States
    [job_card.full_time]
    A global financial services provider is seeking an experienced Assistant Vice President Associate Banker in Boston.The role involves aiding in sales strategies, managing client relationships, and e...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate (Boston, MA)

    Client Service Associate (Boston, MA)

    Oppenheimer & Co. Inc. • Boston, MA, US
    [job_card.full_time]
    Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Executive

    Client Executive

    Signers National • Boston, MA, US
    [job_card.full_time]
    Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    Elevare Branding • Boston, MA, US
    [job_card.full_time]
    Elevare Branding is a forward-thinking communications and brand development firm dedicated to elevating how organizations connect with their audiences. We blend strategy, creativity, and precision t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate II - Global Fund Services Ops Conversions

    Associate II - Global Fund Services Ops Conversions

    JPMorganChase • Boston, MA, United States
    [job_card.full_time]
    Associate II – Global Fund Services Ops Conversions.Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting and administ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Service Associate I

    Service Associate I

    Massachusetts Staffing • Cambridge, MA, US
    [job_card.full_time]
    Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.Eastern offers a robust benefits and retirement package. Please see the description of benefits...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior Client Relationship Associate

    Senior Client Relationship Associate

    Gradient AI • Boston, MA, US
    [job_card.full_time]
    Gradient AI is a fast-growing startup, bringing state-of-the-art Artificial Intelligence (AI) and Machine Learning (ML) solutions to the trillion-dollar insurance industry.Founded in 2018, we have ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Associate (Boston)

    Client Services Associate (Boston)

    Coda SearchStaffing • Boston, MA, United States
    [job_card.full_time]
    Our client, a national wealth-management advisory group recently acquired by a leading private equity firm, is seeking to hire a Client Service Associate to join their growing Boston office.The fir...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Client Services Associate (Boston)

    Client Services Associate (Boston)

    Coda Search│Staffing • Boston, Massachusetts, United States
    [job_card.full_time]
    Our client, a national wealth-management advisory group recently acquired by a leading private equity firm, is seeking to hire a Client Service Associate to join their growing Boston office.The fir...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Associate, Client Success

    Associate, Client Success

    Xpansiv • Boston, MA, US
    [job_card.full_time]
    Xpansiv®, a trailblazer in the energy and environmental commodities market, operates the integrated, open, and neutral market platform designed to accelerate the global energy transition.Xpansi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Solutions Associate - Boston, MA (February 2026)

    Client Solutions Associate - Boston, MA (February 2026)

    FactSet • Boston, MA, United States
    [job_card.full_time]
    Client Solutions Associate - Boston, MA (February 2026).Get AI-powered advice on this job and more exclusive features.FactSet creates flexible, open data and software solutions for over 200,000 inv...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Funds Associate, UCITS & Client Services - London

    Funds Associate, UCITS & Client Services - London

    Acadian Asset Management • Boston, MA, United States
    [job_card.full_time]
    A global investment management firm located in Boston is seeking a Funds Associate.This role involves managing client service for UCITS investors and ensuring smooth fund operations.The ideal candi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    PWM Registered Client Service Associate

    PWM Registered Client Service Associate

    Morgan Stanley • Boston, Massachusetts, United States
    [job_card.full_time]
    Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the developmen...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Client Implementation Associate, AVP - State Street Investment Management

    Client Implementation Associate, AVP - State Street Investment Management

    State Street • Boston, MA, United States
    [job_card.full_time]
    As the Client Implementation Associate, you will : .Drive strategy for managing client onboarding, change, and termination events. Champion the maintenance, governance, and usage of internally generat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Implementation Associate

    Client Implementation Associate

    The Computer Merchant, LTD. • Quincy, MA, US
    [job_card.full_time]
    JOB TITLE : Client Implementation Associate JOB LOCATION : Quincy or Boston (hybrid 4 onsite) WAGE RANGE • : $40 - 45 / hr. JOB NUMBER : 224395 REQUIRED EXPERIENCE : Investment Experience Operations Experien...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Associate

    Client Services Associate

    Cannon Search • Boston, Massachusetts, United States
    [job_card.full_time]
    Hybrid – Boston, MA (3–4 days in office).Salary : $75,000 – $90,000 + discretionary bonus.A well-established private wealth advisory firm is quietly adding a. This role is ideal for someone who enjoy...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]