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JP Morgan Chase

Runs a consumer bank and an investment bank

Investment Middle Office Services - IMOS, Client Operations Associate

Finance & BankingConfirmed live in the last 24 hours
Full-timeBournemouth, UKNo salary listedIn-person

About the Job

Requirements

  • Demonstrated experience supporting client service in investment operations, post-trade, or middle office environments.
  • Working knowledge of one or more relevant product areas, such as equities, fixed income, foreign exchange, cash markets, derivatives, or repurchase agreements.
  • Understanding of fund accounting concepts, including investment book of record (IBOR) processes and net asset value (NAV) production considerations.
  • Ability to manage multiple priorities, maintain accuracy, and deliver under time-sensitive deadlines.
  • Ability to investigate issues, perform root-cause analysis, and drive timely resolution with partners.
  • Ability to communicate clearly with clients and stakeholders, including in escalation scenarios.
  • Ability to apply sound risk awareness and maintain appropriate operational controls and documentation.
  • Proficiency with standard productivity tools used for reporting, analysis, and communication, including spreadsheets, presentations, and email.

Responsibilities

  • Manage incoming and outgoing client queries, requests, and escalations across post-trade products and workflows.
  • Coordinate with operational teams to meet service level agreements and client expectations.
  • Perform daily oversight checks on key activities and escalate issues to appropriate partners.
  • Prepare and deliver recurring client reporting aligned to agreed service measures.
  • Support incident management routines, including tracking, status updates, and follow-up to closure.
  • Participate in client meetings and support action tracking and outcomes.
  • Conduct trend analysis to identify control enhancements and process improvement opportunities.
  • Build effective working relationships with internal partners and external third parties.
  • Liaise with external providers such as brokers, custodians, transfer agents, and vendors to resolve breaks and inquiries.
  • Monitor relevant market changes and operational impacts, escalating as needed.
  • Support onboarding activities such as new fund launches, product launches, and service change initiatives.

Desired Qualifications

  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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