Client Operations Associate II

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Brooklyn, NY, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Support client onboarding operations by processing transactions, resolving client inquiries, coordinating cross-department onboarding, implementing process improvements and automation, maintaining control frameworks, and contributing to team performance, training, and continuous improvement initiatives to enhance client experience and operational efficiency.
Summary Generated by Built In
Join our dynamic Client Onboarding Operations team and be at the forefront of innovation in the banking industry. This role offers a unique opportunity to enhance your leadership skills while driving impactful solutions for our clients. As part of our team, you'll experience career growth and mobility, supported by a culture that values collaboration and continuous improvement. Embrace the chance to make a difference and be rewarded with a fulfilling career journey. Discover the benefits of joining a team that prioritizes both client and employee satisfaction.
As a Client Operations Associate II within our Client  Onboarding Operations team, you will play a crucial role in enhancing the client experience in one of the world's most innovative banks. You will support a team dedicated to providing exceptional service and operational excellence, ensuring that our clients' needs are met with efficiency and care. We value a team culture that fosters collaboration, innovation, and personal growth, and we are committed to making a positive impact on both our clients and the wider community. Join us in a role that offers the opportunity to support, innovate, and grow.
Job responsibilities 
  • Assist in the daily operations of the client service center, ensuring efficient transaction processing and prompt resolution of client inquiries and issues. 
  • Support the implementation of strategic plans to enhance service delivery, utilizing automation technologies and continuous improvement methodologies to optimize operational efficiency. 
  • Coordinate with various departments to ensure seamless client onboarding and support across different products and platforms. 
  • Apply control framework, safeguarding both the client and the institution from potential financial and reputational damage. 
  • Participate in regular team meetings to communicate performance objectives, receive training, and contribute to a culture of collaboration and innovation. 
Required qualifications, capabilities, and skills 
  • Experience in customer service operations, with a focus on transaction processing and issue resolution. 
  • Ability to support the implementation of strategic plans and process improvements in a client operations environment. 
  • Self-starter with the ability to complete tasks independently and demonstrated ability to use independent judgment in decision-making with a strong attention to detail. 
  • Ability to work effectively within a team, with experience in setting performance objectives, receiving training, and contributing to a culture of collaboration and innovation. 
  • Strong verbal and written communication skills, with the ability to build and foster relationships with internal and external partners, and for delivering an excellent customer experience. 
Preferred qualifications, capabilities, and skills 
  • BS/BA degree or equivalent military experience preferred, with experience in a financial services or banking environment. 
  • Developing ability to support continuous improvement initiatives, assist in project management efforts, and utilize presentation skills to communicate operational insights. 
  • Strong ability to apply data and technology literacy to analyze operational data, integrate AI/ML tools, and utilize market product knowledge to start aligning operations with industry trends. 
 
About Us
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

About the TeamJ.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. 

Skills Required

  • Experience in customer service operations with focus on transaction processing and issue resolution.
  • Ability to support implementation of strategic plans and process improvements in a client operations environment.
  • Self-starter able to complete tasks independently and apply independent judgment with strong attention to detail.
  • Ability to work effectively within a team, set performance objectives, receive training, and contribute to a collaborative culture.
  • Strong verbal and written communication skills and ability to build relationships with internal and external partners to deliver excellent customer experience.
  • BS/BA degree or equivalent military experience, with experience in financial services or banking.
  • Ability to support continuous improvement initiatives, assist in project management efforts, and present operational insights.
  • Data and technology literacy to analyze operational data and integrate AI/ML tools; market product knowledge.

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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