North America CASH EQUITIES Client Service Associate

Location: Newark, DE, United States

Job Family: Client Service Delivery

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We operate in over 100 markets, providing innovative solutions to clients across investment banking, consumer and community banking, commercial banking, and asset and wealth management. Our North America CASH EQUITIES Client Service team is at the heart of delivering exceptional service to institutional clients in the dynamic equities market. We are seeking a detail-oriented, results-driven problem solver to join our dynamic team in Newark, DE, as a Client Service Associate. In this role, you will play a crucial part in supporting client needs in cash equities trading, ensuring smooth execution and fostering long-term relationships in a high-volume, fast-paced environment. As a Client Service Associate, you will act as the frontline liaison for clients engaging in North American cash equities transactions. Your primary focus will be on resolving trade-related inquiries, monitoring order executions, and providing timely market insights to optimize client outcomes. You will collaborate closely with traders, sales professionals, and operations teams to troubleshoot issues, analyze performance data, and ensure all activities comply with SEC, FINRA, and internal JPMorgan Chase standards. This position demands a proactive approach to identifying client pain points and implementing solutions that enhance service delivery, contributing to the firm's reputation for reliability and excellence in equities services. The ideal candidate thrives in a collaborative yet competitive atmosphere, leveraging their financial acumen and client-centric mindset to drive results. At JPMorgan Chase, we value innovation and professional growth, offering opportunities to work on cutting-edge projects and advance your career within one of the world's most respected financial institutions. If you are passionate about the financial markets and eager to make an impact, join us in Newark, DE, to help power the future of client service in cash equities.

Key Responsibilities

• Serve as the primary point of contact for North America cash equities clients, addressing inquiries and resolving issues promptly
• Monitor and execute client orders in cash equities markets, ensuring accuracy and compliance with trading protocols
• Collaborate with trading desks, sales teams, and operations to deliver seamless client service
• Analyze client portfolios and provide insights on market trends and execution strategies
• Prepare and deliver performance reports, trade confirmations, and ad-hoc analyses to clients
• Identify and mitigate risks associated with client trades, including settlement and clearing processes
• Contribute to process improvements in client service delivery to enhance efficiency and client satisfaction
• Stay updated on regulatory changes in cash equities and implement necessary compliance measures
• Support new client onboarding by coordinating documentation and system setups
• Participate in team meetings and contribute to strategic initiatives for the equities client service group

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 2 years of experience in client service, financial services, or equities trading support
• Strong understanding of cash equities markets, including trading mechanics and regulatory requirements
• Proficiency in financial software and tools such as Bloomberg or similar platforms
• Excellent communication skills with the ability to interact with high-net-worth clients and internal teams
• Ability to work in a fast-paced environment and handle multiple priorities under tight deadlines
• U.S. work authorization and willingness to relocate to Newark, DE if necessary

Preferred Qualifications

• Series 7 and/or Series 63 licenses
• Experience in a major financial institution, preferably in equities or prime brokerage
• Knowledge of North American regulatory frameworks such as SEC and FINRA rules
• Prior exposure to client relationship management in cash equities
• Advanced proficiency in Microsoft Excel for data analysis and reporting

Required Skills

• Deep knowledge of cash equities trading and market structures
• Proficiency in financial modeling and data analysis using Excel
• Strong client relationship management and interpersonal skills
• Excellent verbal and written communication abilities
• Problem-solving and critical thinking in high-pressure situations
• Attention to detail and accuracy in handling financial transactions
• Familiarity with regulatory compliance in securities trading
• Technical aptitude with trading platforms like Bloomberg Terminal
• Time management and prioritization in a dynamic environment
• Team collaboration and cross-functional coordination
• Analytical skills for portfolio performance evaluation
• Adaptability to evolving market conditions and client needs
• Risk assessment and mitigation expertise
• Customer service orientation with a focus on satisfaction
• Basic understanding of settlement and clearing processes in equities

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Flexible work arrangements, including hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.