Client associate Work, Jobs in Tisbury, Wil (with Salaries)

Cash Equity Client Service Associate
JPMorganChase —Bournemouth
- Full-time
- Analysis skills
- Communication skills
Administration Associate
Evlo —Trowbridge
- Microsoft Office
- Communication skills
- Time management
- Employee discount
- Life insurance
Quick apply
Trainee / Associate Financial Planner
Fort Financial Planning Ltd —Sherborne
- £35,000 - £50,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Health & wellbeing programme
- Flexitime
Quick apply
Lawyer Support Associate - Woodstock Legal Services (6-month FTC)
Lawhive —Poole
- £27,000 a year
- Hybrid work
- IT
- Communication skills
- Office experience
- Annual leave
Project Coordinator
AQ International —Salisbury
- Microsoft Powerpoint
- Travel
Quick apply
Trading Services Associate
JPMorganChase —Bournemouth
- Full-time
- Communication skills
9d
Collateral Management Associate
JPMorganChase —Bournemouth
- Full-time
- Communication skills
2d
Project Coordinator
Precision Medicine Group —Salisbury
- Microsoft Powerpoint
- Travel
KYC Operations Middle Office Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Communication skills
- Banking
Machine Learning Engineer (KTP Associate)
University of Bath —Bath
- £43,000 - £51,000 a year
- Full-time
- Hybrid work
- Project management
- University
- Machine learning
- Employee discount
Securities Services - Asset Servicing and Tax Product Development - Associate
JPMorganChase —Bournemouth
- Full-time
- Public speaking
- Project management
- Product management
11d
Private Client Tax Associate
SW Group —Salisbury
- Full-time
- Hybrid work
Quick apply
Compliance - Digital Asset Intelligence Operations Senior Investigator - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Contracts
- Communication skills
9d
Project Coordinator
Precision AQ —Salisbury
- Microsoft Powerpoint
- Travel
Quick apply
SME Employee Benefits Consultant
PIB Group Services Ltd. —Ringwood
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
Business Management Support Analyst
JPMorganChase —Bournemouth
- Part-time
- Analysis skills
- SharePoint
- Time management
1d
Operational Service Delivery Associate - Margin Services Operations
JPMorganChase —Bournemouth
- Full-time
- Data analysis skills
- Continuous improvement
- SharePoint
Global Financial Crimes Compliance - Sanctions Strategy Compliance - Associate
JPMorganChase —Bournemouth
- Full-time
- Bachelor's degree
- Organisational skills
- IT
8d
Tax Regulatory Change Associate
JPMorganChase —Bournemouth
- Full-time
- Accounting
- Financial services
- Communication skills
4d
Payment Lifecycle Associate
JPMorganChase —Bournemouth
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
4d

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client associate jobs near tisbury, wil

Cash Equity Client Service Associate

JPMorganChase -
Bournemouth

Apply Now

Job details

Full-time

Qualifications

Analysis skills
Communication skills

Full job description

JOB DESCRIPTION

Do you enjoy partnering with a multitude of diverse groups, in a fast-paced environment? Are you looking to engage in a variety of initiatives promoting operational efficiency and client satisfaction? The Cash Equities Middle Office Client Services Team is looking for someone just like you.

As a Cash Equity Client Service Associate within the Client Services Team, you will serve as the primary contact for clients and sales traders, handling all aspects of trade processing and related inquiries. Your key responsibilities will include allocating stock to the appropriate funds, providing prompt and accurate confirmations, and managing trades through to settlement. Ensuring superior client service, fostering strong relationships with our global teams, and meeting these requirements are crucial to our success.

Job responsibilities

Acts as primary operations point of contact for sales, sales trading desks and client operations teams, to resolve queries or issues
Ensures prompt and accurate allocation of trades to the relevant funds, along with issuing accurate trade confirmations, in a timely manner, in line with client requirements
Manages pre-matching of transactions to ensure smooth settlement
Manages all client queries in a timely manner while proactively ensuring any issues do not reoccur
Provides the Front Office with timely, accurate information in relation to the status of problem trades
Completes all relevant control checks, escalation of issues in a timely manner and maintaining audit trail
Continuously seeks feedback on opportunities for improvement and providing feedback to other groups in relation to where processes could be improved
Identifies opportunities to continuously improve ‘Straight Through Processing' and quality of service delivered to clients; and automate/streamline existing processes
Partnerships with our Commission Management Solutions team on any research commission queries
Partnerships with the Corporate & Investment Bank Account Oversight team in relation to special handling and resolving any issues for priority clients
Provides Subject Matter Expertise (SME) input in partnership with technology and operations project teams

Required qualifications, capabilities, and skills

Well established client service skills with a positive attitude
Ability to both work well as part of a team, and also to be results orientated and self-motivated, being proactive by using own initiative to take personal responsibility for tasks and actions
Capacity to think laterally and understand the big picture
Experience within operations
A flexible, organized, proactive attitude towards work with the ability to multi-task and prioritize workload to meet daily deadlines
Excellent communication skills in all media
The ability to work well under pressure
Strong analytical and problem solving skills
Control mindset with risk awareness along transaction lifecycle and strong attention to details

Preferred qualifications, capabilities, and skills

Experience in the financial industry, preferably within an Investment Banking environment
Technical understanding of securities products would be an advantage

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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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Refine Your Search

client associate jobs in tisbury, wil

Cash Equity Client Service Associate

Administration Associate

Trainee / Associate Financial Planner

Lawyer Support Associate - Woodstock Legal Services (6-month FTC)

Project Coordinator

Trading Services Associate

Collateral Management Associate

Project Coordinator

KYC Operations Middle Office Associate

Machine Learning Engineer (KTP Associate)

Securities Services - Asset Servicing and Tax Product Development - Associate

Private Client Tax Associate

Compliance - Digital Asset Intelligence Operations Senior Investigator - Associate

Project Coordinator

SME Employee Benefits Consultant

Business Management Support Analyst

Operational Service Delivery Associate - Margin Services Operations

Global Financial Crimes Compliance - Sanctions Strategy Compliance - Associate

Tax Regulatory Change Associate

Payment Lifecycle Associate

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