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 Client Service Associate I within the Prime Client Operations team, you will serve as the primary point of contact for Prime Brokerage clients, addressing their trade and settlement needs. You will work closely with internal and external partners to identify inefficiencies and drive improvement initiatives. Additionally, you will have the opportunity to train clients on new technologies and reporting processes, contributing to the continuous enhancement of our services. You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals. Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward. This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job Responsibilities :
- Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues.
- Protect both the client and the institution from potential financial and reputational damage.
- Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation.
- Utilize your knowledge of market products to provide informed advice to clients.
- Participate in the development and implementation of process automation initiatives.
- Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs.
- Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting.
- Monitor daily work flow queues and adhere to SLAs in place, report and escalate any issues or system outages, provide timely updates to all internal and external stakeholders.
- Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities.
- Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews.
- Adhere to firm policy and procedures / controls and adhere to Client confidentiality framework.
Required Qualifications, Capabilities, and Skills :
5+ 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.Bachelor DegreePreferred 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.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans
Base Pay / Salary : Jersey City, NJ $85,500.00 - $123,000.00 / year