Own end-to-end client onboarding and enablement for multi-asset eTrading, partnering across product, technology, and operations to deliver seamless go-lives and drive digital tool adoption. Handle connectivity/entitlement setups and day-to-day troubleshooting with strong ownership, attention to detail, and a client-first mindset.
As a Digital Client Service Associate within our digital client services team, you will lead end-to-end onboarding and enablement for external clients across multi-asset eTrading workflows. You will onboard and support clients on Bloomberg, Tradeweb, MarketAxess, FXall, 360T, and other venues as required, coordinating connectivity setup, entitlements, testing, and go-live readiness with internal and external stakeholders. You will provide production oversight in a 24/5 environment, triaging issues raised by Front, Middle, and Back Office teams and clients, escalating appropriately, and promoting timely resolution. You will own active-incident communications, delivering clear updates, ETAs, and post-incident follow-up to ensure transparency and client confidence. You will execute key control reconciliations, manage exceptions, and uphold Quality Control standards while ensuring team KPIs/SLAs are consistently met. You will perform root-cause analysis for breaches or errors, implement corrective action plans, and produce MIS/KPI reporting with trend analysis and management-ready commentary. You will analyze large, complex datasets to diagnose problems, quantify impact, and track the outcomes of improvement initiatives. You will also promote automation and standardization across processes, strengthen stakeholder engagement, and provide team leadership through forums, escalation support, mentoring, hiring, training, and knowledge and coverage planning.
Job responsibilities
- Lead end-to-end client onboarding and enablement for external clients across multi-asset eTrading workflows.
- Onboard and support clients on Bloomberg, Tradeweb, MarketAxess, FXall, 360T, and other venues as required.
- Coordinate connectivity setup, entitlements/permissions, testing, and go-live readiness with internal and external parties.
- Provide production oversight in a 24/5 environment for client and platform services.
- Triage issues raised by Front Office, Middle Office, Back Office, and/or clients; escalate appropriately and drive resolution.
- Own active-incident communications internally and externally as appropriate, with timely updates, clear ETAs, and post-incident follow-up.
- Execute key controls reconciliations, manage exceptions, and uphold Quality Control standards across processes.
- Ensure team KPIs/SLAs are met; perform root-cause analysis for breaches/errors and implement corrective action plans.
- Produce and enhance MIS/KPI reporting with trend analysis and management-ready commentary.
- Analyze large, complex datasets to diagnose problems, quantify impact, and track outcomes of improvement initiatives.
- Drive automation, standardization, stakeholder engagement, and team leadership (forums/calls, escalation point, mentoring, hiring/training, knowledge and coverage planning).
Required qualifications, capabilities, and skills
- 7+ years of relevant experience in eTrading client service / enablement, Middle Office operations, or similar roles.
- People leadership experience (formal or informal), including coaching, workflow management, training/onboarding, and driving consistent execution in production.
- Strong understanding of multi-asset eTrading enablement, connectivity/entitlements, and operational risk & controls in a high-availability support model.
- Demonstrated experience supporting/onboarding on Bloomberg, Tradeweb, MarketAxess, FXall, 360T (or comparable platforms).
- Strong analytical capability: comfortable handling large datasets, producing MIS/KPIs, performing trend analysis, and communicating insights and actions to management.
- Strong project management skills; ability to manage multiple stakeholders and deliver under tight timelines.
- Excellent communication and presentation skills; confident leading calls, driving cross-functional resolution, and engaging with external clients.
- Detail-oriented, disciplined control mindset; comfortable operating in a fast-paced, high-pressure environment.
Preferred qualifications, capabilities, and skills
- Alteryx and Tableau (strong advantage); advanced Excel; exposure to automation tooling is beneficial, will be an added advantage.
- Experience designing/enhancing control frameworks, exception reporting, and operational performance measurement.
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 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.
Skills Required
- 7+ years of relevant experience in eTrading client service / enablement, Middle Office operations, or similar roles
- People leadership experience (coaching, workflow management, training/onboarding, driving consistent execution)
- Experience onboarding/supporting clients on Bloomberg, Tradeweb, MarketAxess, FXall, 360T or comparable platforms
- Strong understanding of multi-asset eTrading enablement, connectivity/entitlements, and operational risk & controls in a high-availability support model
- Production oversight experience in a 24/5 environment, triaging Front/Middle/Back Office and client issues
- Strong analytical capability: handling large datasets, producing MIS/KPIs, trend analysis, and root-cause analysis
- Strong project management skills; ability to manage multiple stakeholders and deliver under tight timelines
- Excellent communication and presentation skills; confident leading calls and engaging external clients
- Detail-oriented, disciplined control mindset; uphold quality control standards and meet KPIs/SLAs
- Alteryx and Tableau experience (strong advantage)
- Advanced Excel and exposure to automation tooling
- Experience designing/enhancing control frameworks, exception reporting, and operational performance measurement
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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