If you’re passionate, curious and ready to make an impact, we’re looking for you to help us grow our businesses for the future.
As an Associate within Margins Services Operations (MSO) team, you will be accountable for end-to-end operational service delivery for margin services clients, acting as the first point of escalation for queries and incidents. You’ll ensure high service standards, manage operational risks, and drive sustainable remediation. You’ll partner with internal teams, coordinate client communications, and contribute to process enhancements, reporting, and strategic projects.
Job responsibilities
- Ensure operational work is completed in accordance with control procedures, using daily checklists and structured sign-offs
- Escalate issues to management and drive resolution with internal and external partners
- Own end-to-end client inquiries, coordinating internal actions to deliver timely, accurate responses
- Act as first-level escalation for clients and internal contacts, managing operational events and structured communication
- Maintain an issue log, deliver root cause analysis, and implement remediation plans to prevent recurrence
- Contribute to management reporting, supporting the production and analysis of KPIs and MIS
- Track trends in work volumes and error types, document adverse trends, and propose actionable solutions
- Manage client communications for operationally driven projects and client-initiated change requests
- Address client inquiries related to reporting, audit requests, and ad hoc files; deliver client education sessions as needed
- Prepare materials for service reviews and represent Operations in client discussions
- Coordinate cross-team efforts for client satisfaction surveys and support action planning based on feedback
Required qualifications, capabilities, and skills
- Bachelor’s degree
- 4+ years’ experience in settlements, trade support, middle office, or collateral operations (financial services)
- Strong knowledge of global financial markets and collateral management
- Advanced Excel skills; comfortable with operational metrics, exception tracking, and trend analysis
- Strong interpersonal and communication skills; able to build trusted relationships
- Analytical, independent, reliable decision-maker with strong ownership/accountability and controls focus
- Able to prioritize under tight deadlines in a fast-paced environment; collaborative team player who can also act decisively on their own
Preferred qualifications, capabilities, and skills
- Familiarity with automation and analytics tools such as Tableau, Alteryx, and Python
- Experience with client-facing operational service delivery in collateral or margin services
- Experience supporting process improvement or transformation initiatives
- Strong stakeholder management and collaboration skills
- Experience with client education and training delivery
- Exposure to global collateral management platforms and best practices
- Experience with business management activities, including reporting and survey coordination
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 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
- Bachelor's degree
- 4+ years of experience in settlements, trade support, middle office, or collateral operations within financial services
- Strong knowledge of global financial markets and collateral management
- Advanced Microsoft Excel skills
- Experience with operational metrics, exception tracking, and trend analysis
- Strong interpersonal and communication skills
- Ability to prioritize under tight deadlines in a fast-paced environment
- Familiarity with Tableau, Alteryx, or Python
- Client-facing operational service delivery experience in collateral or margin services
- Experience supporting process improvement or transformation initiatives
- Experience with client education and training delivery
- Exposure to global collateral management platforms and best practices
- Experience with business management activities, reporting, and survey coordination
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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