Not specified (potentially hybrid or remote based on job nature)
7 years fund administration experience
Bachelor's degree in finance or accounting
Strong client service and communication skills
JPMorgan Chase Bank is seeking a Fund Services - Client Service Associate to enhance client relationships and operational excellence within their Fund Services Operations team. The role involves managing client onboarding, addressing change requests, and ensuring high-quality service delivery
Job Summary
This role serves as the primary escalation point for clients, requiring broad fund accounting knowledge and proven client management experience.
The successful candidate will manage client change requests from start to finish while ensuring smooth operational onboarding of new business.
Team members are expected to track key performance indicators and deliver efficient, market-leading service to uphold service-level agreements.
Matching Summary
Match Score: 85
JPMorgan Chase Bank is seeking a Fund Services - Client Service Associate to enhance client relationships and operational excellence within their Fund Services Operations team. The role involves managing client onboarding, addressing change requests, and ensuring high-quality service delivery.
Skills & Requirements
Must-have
7 years fund administration experience
Bachelor's degree in Finance or Accounting
Strong client service and communication skills
Fund accounting and financial reporting knowledge
Experience with AI tools and Alteryx automation
Nice-to-have
Chartered Accountant qualification preferred
Continuous improvement mindset
Flexible team player attitude
Global team collaboration experience
Key Requirements
Minimum 7 years of experience in fund administration
Bachelor's Degree in Finance, Accounting, or related discipline