Top 1407 Client associate Jobs in Somerville, Ma

Client Service - Associate I
JPMorganChase —Boston, MA
- $74,100 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Tuition reimbursement
8d
PB Client Relations Associate
Citizens Financial Group —Boston, MA
- $115,000 - $145,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Remote Client Service Associate
Qureos Inc —Boston, MA
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Finance
3d
Client Associate/Registered Client Associate
Royal Bank of Canada —Norwell, MA
- $44,000 - $77,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Sales Associate II
Coach —Somerville, MA
- $15.00 - $24.25 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
5d
Client Service Associate
GW&K Investment Management —Boston, MA
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Wealth Client Service Associate
M&T Bank —Boston, MA
- $26.23 - $43.71 an hour
- Full-time
- Hybrid work
- Word processing
- Office
- Bachelor's degree
11d
Client Service Associate - Boston
Brighton Jones —Boston, MA
- $33.84 - $37.41 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Client Service Associate
Focus Financial Partners —Needham, MA
- $60,000 - $65,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Client Associate
Rockefeller Capital Management —Boston, MA
- $45,000 - $90,000 a year
- Full-time
- Bachelor of Science
- Office
- Financial services
- Health insurance
- Retirement plan
1d
Associate, Private Client
Cambridge Associates LLC —Boston, MA
- $66,800 - $86,800 a year
- Full-time
- Office
- Bachelor's degree
- Quality control
9d
Client Service Associate, The Wealth Office
Fiducient Advisors —Boston, MA
- $65,000 - $85,000 a year
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Paid time off
- Cell phone reimbursement
Client Service Associate
Cerity Partners —Boston, MA
- $60,000 - $80,000 a year
- Email
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Client Service Associate
Morgan Stanley —Middleton, MA
- $15.00 - $40.87 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Wealth Associate
Osaic —Boston, MA
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
8d
Civil Litigation Associate
Todd & Weld LLP —Boston, MA
- $146,000 - $164,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Associate Attorney
Law Office of Daniel J. Moynihan —Stoneham, MA
- $75,000 - $85,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Paid time off
Quick Apply
12d
Family Law Associate
Todd & Weld LLP —Boston, MA
- $146,000 - $164,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Development Associate
East Boston Social Centers —Boston, MA
- $60,000 - $65,000 a year
- Temporary
- Hybrid work
- Background check
- Google Workspace
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
10d
Audit Associate (CPA Firm)
Roselli, Clark & Associates, CPAs —Woburn, MA
- $70,000 - $75,000 a year
- Full-time
- CPA
- Writing skills
- Data analysis skills
- Mileage reimbursement
- Health insurance
Quick Apply
4d

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Client Service - Associate I

JPMorganChase -
Boston, MA

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Job Details

Full-time
$74,100 - $100,000 a year
8 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Managing clients in a customer support role
Investment account customer support
Strategic communications
Change management support (employee development activity)
Technical Proficiency
Project stakeholder communication
Trade settlement
Cross-functional communication

Full Job Description

JOB DESCRIPTION

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.

As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.

Job responsibilities

Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services
Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.
Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management

Required qualifications, capabilities, and skills

3+ years of experience or equivalent expertise in a client service role within a financial institution.
Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
Excellent client facing skills & communication style, comfortable dealing with key clients
Understanding of investment Operations, Trade Services, IBOR, Recon.
Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
Excellent problem solving skills to identify, understand and address operational and technical issues
Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
Self-starter with ability to learn quickly

Preferred qualifications, capabilities, and skills

Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
Drive continuous improvement initiatives for high-quality client experiences.
Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.

ABOUT US

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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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Refine Your Search

client associate jobs in somerville, ma

Client Service - Associate I

PB Client Relations Associate

Remote Client Service Associate

Client Associate/Registered Client Associate

Sales Associate II

Client Service Associate

Wealth Client Service Associate

Client Service Associate - Boston

Client Service Associate

Client Associate

Associate, Private Client

Client Service Associate, The Wealth Office

Client Service Associate

Client Service Associate

Client Service Wealth Associate

Civil Litigation Associate

Associate Attorney

Family Law Associate

Development Associate

Audit Associate (CPA Firm)

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