SWAP Middle Office Client Service Associate at JPMC Candidate Experience page

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

21 May, 26

Salary

100000.0

Posted On

20 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Operational Excellence, Trade Inquiries, Financing Queries, Dividend Queries, Tax Break Queries, Transaction Processing, Troubleshooting, STP Improvement, Risk Management, Control Awareness, Strategic Planning, Digital Literacy, Process Automation, Change Management, Stakeholder Collaboration

Industry

Financial Services

Description

If you want to be instrumental in delivering unparalleled customer service and operational excellence, as well as bring a detailed eye for control and STP improvements, you have found the right team. As a Client Service Swap Middle Office member within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing complex client inquiries on trade, financing, dividend and tax breaks, processing transactions, and troubleshooting issues, all while identifying opportunities to improve STP and control. You will apply your knowledge of our products and services to resolve issues and enhance client relationships and will be responsible for planning in person client visits. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of risk and control items. Job responsibilities Understand and manage risk & controls related to the life cycle of equity swaps. Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services. Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation. Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact. Required qualifications, capabilities, and skills Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting. Strong sense of urgency for time sensitive trade breaks, cashflow settlements, financing breaks and dividend queries. Ability to communicate exceptionally with high pressure internal stakeholders in Front Office Sales & Trading as well as external sensitive clients. Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes. Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency. Preferred qualifications, capabilities, and skills Proficient in Microsoft Excel, ability to reconcile large sets of data, vlookup, pivot tables. Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency. Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences. Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions. Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making. 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. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans 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.

Responsibilities

The role involves providing exceptional customer service and support for Equity Swap Middle Office operations, addressing complex client inquiries regarding trades, financing, dividends, and tax breaks. Responsibilities also include processing transactions, troubleshooting issues, and actively identifying opportunities to improve Straight Through Processing (STP) and internal controls.