As a Client Operations Associate I in AM Global Fee Middle Office Operations, you will enhance the client onboarding experience and provide support across multiple products, client types, and platforms. You’ll address client inquiries, build client fee calculation structures, and troubleshoot issues, while identifying opportunities to refer additional services. Your expertise in client operations, strategic planning, control oversight, and process automation will help optimize the team's performance and enhance our client's experience. Managing and influencing internal stakeholders and Technology partners, you will drive improvements and resolve challenges within established policies and systems. Your curiosity, analytical skills, and passion for driving solutions will lead to significant and meaningful impact toward our team's success.
Job responsibilities
- Lead and support end-to-end client onboarding and provide ongoing operational support to ensure a seamless experience and high client satisfaction across products and platforms.
- Address client inquiries, troubleshoot issues, process fee structures accurately, and identify opportunities to enhance service delivery.
- Review and understand client fee agreements while interpretating fee terms and conditions in order to accurately build client fee structures
- Collaborate with Client Service Managers, Product Specialists, and Legal Contract Specialists to resolve operational or client challenges, drive process improvements, support project management, and align AM operations with industry best practice.
- Leverage automation technologies and data-driven insights to streamline operations, improve efficiency, and drive continuous improvement within the service center.
- Monitor Onboarding dashboards to identify and resolve rule breaks and execute calculation records within the team's expected timelines.
- Implement process and controls to detect and prevent inaccurate fee structures while protecting the organization’s financial and reputational interests.
- Bachelor’s degree from an accredited college/university
- 2+ years’ experience in Finance, Accounting, or similar work experience
- Excellent problem-solving, analytical, and communication skills, with attention to detail and a commitment to delivering high-quality results.
- Strong interpersonal and stakeholder management skills, with a track record of building productive relationships and driving collaborative solutions.
- Proficiency in leveraging automation technologies and digital tools to improve operational efficiency and client experience.
- Proven ability to apply strategic planning principles to optimize client operations and service center performance.
- Experience implementing process and controls to detect and mitigate risk.
Preferred qualifications, capabilities, and skills
- Advanced degree or certification a plus, MBA, CPA, or CFA
- Experience supporting continuous improvement initiatives and contributing to project management activities.
- Strong data and technology literacy, including the ability to analyze operational data, integrate AI/ML tools, and apply market product knowledge to align AM operations with business initiatives.
- Strong presentation skills, with the ability to communicate operational insights and recommendations to diverse audiences.
- Experience with fee agreement interpretation.
- Knowledge of the Asset and Wealth Management industry, products and clients.
Please note this role is not eligible for employer immigration sponsorship.
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
Skills Required
- Bachelor's degree from an accredited college or university
- At least 2 years of experience in finance, accounting, or similar work
- Strong problem-solving, analytical, communication, and attention-to-detail skills
- Strong interpersonal and stakeholder management skills
- Proficiency with automation technologies and digital tools
- Ability to apply strategic planning principles to optimize operations
- Experience implementing processes and controls to detect and mitigate risk
- Advanced degree or certification, such as an MBA, CPA, or CFA
- Experience with continuous improvement initiatives and project management activities
- Data and technology literacy, including AI/ML tools and operational data analysis
- Strong presentation skills
- Experience interpreting fee agreements
- Knowledge of asset and wealth management products, clients, and industry
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.
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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.
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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.
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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
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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