Prime Financial Services Associate

Location: BOURNEMOUTH, DORSET, United Kingdom

Job Family: Client Service Delivery

About the Role

At JPMorgan Chase, we are at the forefront of financial services innovation, and our Prime Financial Services team plays a pivotal role in empowering institutional clients worldwide. As a Prime Financial Services Associate based in Bournemouth, Dorset, United Kingdom, you will join a dynamic, globally collaborative team dedicated to driving client success through exceptional service delivery. In this client-facing role within the Client Service Delivery category, you will support hedge funds, asset managers, and other sophisticated investors by providing prime brokerage solutions that optimize their trading strategies, manage risks, and unlock new opportunities in volatile markets. Your contributions will directly impact client satisfaction and loyalty, aligning with JPMorgan's commitment to excellence in the financial services industry. Day-to-day, you will act as a trusted advisor, handling client inquiries, executing trades, and leveraging JPMorgan's cutting-edge technology to deliver real-time insights and customized solutions. You will collaborate closely with cross-functional teams across London, New York, and Asia to ensure seamless operations, while navigating complex regulatory landscapes like those governed by the FCA in the UK. This position offers exposure to high-stakes financial environments, where your analytical prowess and interpersonal skills will help innovate processes and enhance service efficiency. Whether resolving operational challenges or identifying upsell opportunities for JPMorgan's suite of products, your work will contribute to the firm's reputation as a leader in prime services. We value diverse perspectives and foster an inclusive culture that supports professional growth. This role is ideal for motivated individuals passionate about finance who thrive in a fast-paced, team-oriented setting. Join us in Bournemouth, a vibrant hub for JPMorgan's European operations, and advance your career while making a meaningful difference in the global financial ecosystem.

Key Responsibilities

• Serve as a primary point of contact for institutional clients, providing tailored financial services support in prime brokerage operations
• Collaborate with global teams to deliver innovative solutions that enhance client trading efficiency and risk management
• Monitor client portfolios, analyze performance metrics, and prepare detailed reports using JPMorgan's proprietary tools
• Ensure compliance with regulatory standards and internal policies while facilitating seamless trade execution and settlement
• Identify opportunities for cross-selling JPMorgan products and services to drive client growth and retention
• Resolve client inquiries and issues promptly, escalating complex matters to senior stakeholders as needed
• Contribute to process improvements and digital innovation initiatives within the Prime Financial Services team
• Participate in client meetings, both virtual and in-person, to discuss strategies and market insights
• Maintain accurate records of client interactions and transactions in compliance with data protection regulations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in financial services, client servicing, or prime brokerage operations
• Strong understanding of financial markets, investment products, and regulatory requirements in the UK and EU
• Proficiency in Microsoft Office Suite, including advanced Excel for financial modeling
• Excellent command of English, both written and verbal
• Ability to obtain relevant financial certifications such as CFA Level 1 or equivalent
• Eligibility to work in the United Kingdom without sponsorship

Preferred Qualifications

• Experience in prime brokerage, hedge fund servicing, or asset management
• Knowledge of JPMorgan Chase's internal systems and platforms
• Advanced degree (Master's or MBA) in Finance or related discipline
• Familiarity with UK financial regulations like MiFID II and EMIR
• Previous exposure to client relationship management in a global financial institution

Required Skills

• Financial analysis and modeling
• Client relationship management
• Knowledge of financial instruments (equities, derivatives, fixed income)
• Regulatory compliance awareness
• Data interpretation and reporting
• Problem-solving and critical thinking
• Communication (verbal and written)
• Team collaboration in a global environment
• Attention to detail and accuracy
• Time management and prioritization
• Proficiency in Excel and financial software
• Adaptability to fast-paced markets
• Risk assessment and mitigation
• Negotiation and influencing skills
• Technical aptitude for digital tools and platforms

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Generous pension scheme with employer matching contributions
• Flexible working arrangements, including hybrid options in Bournemouth
• Professional development opportunities through JPMorgan's learning programs and tuition reimbursement
• Paid time off, including 25+ vacation days, parental leave, and volunteer time
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness facilities and mental health support services

JP Morgan Chase is an equal opportunity employer.