Join the Client Service team supporting J.P. Morgan's Global Research and DataQuery access for institutional clients. Lead a high-impact function that combines client excellence, risk discipline, and digital transformation. Build your career by managing teams, improving service models, and delivering proof-of-concepts that enhance the client experience.
As a Client Service Associate within the Global Research & Data Query Client Service team, you provide prompt, value-added inquiry support and manage client onboarding and access across JPMM and vendor platforms. You lead Research Access and MiFID Research Access teams, ensuring timely resolution of client requests while adhering to risk and compliance standards. You partner with Technology, Product, and Business to digitize workflows, deliver proof-of-concepts, and improve the overall service delivery model.
Job Responsibilities
- Provide prompt, value-added inquiry services and solutions for clients across Global Research and Data Query products.
- Onboard clients to research access on JPMM and third-party vendor platforms.
- Lead Research Access and MiFID Research Access teams, ensuring coverage, prioritization, and quality outcomes.
- Manage day-to-day client inquiries and requests, owning follow-ups and proactive client updates.
- Ensure adherence to risk and compliance guidelines while meeting client needs and SLAs.
- Identify issues early and escalate appropriately with clear context and proposed actions.
- Partner with Technology, Product, and Business to digitize workflows and enhance service delivery.
- Facilitate stakeholder forums, drive decisions, and track actions through to closure.
- Initiate and deliver proof-of-concepts by defining scope, coordinating stakeholders, and managing timelines.
- Review business requirements and determine feasibility using digital toolkit solutions and existing builds.
- Coordinate change management and ongoing maintenance for delivered tools and processes.
Required Qualifications, Capabilities, and Skills
- Bring 5+ years of financial services experience with people management of 5+ team members.
- Demonstrate experience in Equity Research Operations and working knowledge of MiFID regulations.
- Articulate incubation and proof-of-concept ideas clearly and execute them through delivery.
- Apply strong project management discipline to deliver on time and to requirements.
- Multi-task effectively and solve issues end-to-end with structured problem-solving.
Communicate clearly with clients and internal stakeholders, including senior management reporting.
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.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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