Client Platform, Client Service Associate

Location: New York, NY, United States

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. We are seeking a talented Client Service Associate to join our North America Client Platform team within Americas Client Service. Based in the heart of New York, NY, this role is pivotal in delivering exceptional support to our diverse client base, including institutional investors, corporations, and high-net-worth individuals. As a key member of our dynamic team, you will leverage JP Morgan Chase's cutting-edge technology platform to enhance client engagement, streamline access to market insights, trading tools, and advisory services, all while upholding our commitment to integrity and excellence in the financial services industry. In this position, you will act as the frontline advocate for clients navigating our robust Client Platform, addressing queries on everything from portfolio analytics to transaction processing. Your day-to-day will involve collaborating with cross-functional teams across investment banking, asset management, and technology divisions to resolve complex issues efficiently. You will also contribute to client education initiatives, ensuring users maximize the platform's capabilities in a secure, compliant manner. This role demands a proactive approach to service delivery, with opportunities to influence platform enhancements that drive client loyalty and business growth in the competitive North American markets. Joining JP Morgan Chase means becoming part of a world-class organization that values diversity, professional growth, and work-life balance. We offer unparalleled resources for career advancement, including mentorship from industry leaders and exposure to global financial trends. If you thrive in a high-stakes environment and are passionate about empowering clients through innovative financial solutions, this Associate role provides the perfect platform to advance your career while contributing to our mission of enabling the world's most important financial decisions.

Key Responsibilities

• Serve as a primary point of contact for clients using JP Morgan Chase's Client Platform, ensuring seamless access to investment tools and resources
• Manage client inquiries, resolve issues, and provide tailored support for platform functionalities in the Americas region
• Collaborate with internal teams to enhance client experience, including onboarding new users and troubleshooting technical issues
• Monitor platform performance metrics and contribute to continuous improvements in service delivery
• Ensure compliance with regulatory standards such as SEC and FINRA guidelines in all client interactions
• Prepare and deliver client reports, updates, and training sessions on platform features
• Support the development of client-facing materials and contribute to product feedback loops
• Assist in risk assessment and mitigation for client platform usage
• Foster strong relationships with key stakeholders to drive client satisfaction and retention
• Participate in cross-functional projects aimed at innovating client service within JP Morgan Chase's Americas division

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in client service, financial services, or investment banking support roles
• Strong understanding of financial products, markets, and regulatory requirements in the Americas region
• Proficiency in client relationship management and service delivery within a high-volume environment
• Excellent communication skills with the ability to interact with senior stakeholders and clients
• Demonstrated ability to handle confidential information with integrity and compliance focus
• Availability to work in a hybrid model in New York, NY

Preferred Qualifications

• Advanced degree (MBA) or relevant certifications such as CFA or Series 7
• Experience working at a major financial institution like JP Morgan Chase or similar
• Familiarity with client platform technologies and digital banking tools
• Prior exposure to North American capital markets and client onboarding processes
• Bilingual capabilities, particularly in Spanish or Portuguese for diverse client interactions

Required Skills

• Client relationship management
• Financial product knowledge
• Regulatory compliance (SEC, FINRA)
• Problem-solving and issue resolution
• Communication (verbal and written)
• Attention to detail
• Time management in fast-paced environments
• Technical proficiency with financial platforms
• Data analysis and reporting
• Team collaboration
• Adaptability to changing market conditions
• Customer service orientation
• Risk assessment
• Project coordination
• Digital tool proficiency (e.g., CRM systems)

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness initiatives at JP Morgan Chase offices
• Hybrid work flexibility and commuter benefits for New York employees

JP Morgan Chase is an equal opportunity employer.