Custody Operations - Client Facing Associate

Role Overview

Job Responsibilities

• Deliver high-quality custody client service support across a portfolio of institutional clients.
• Respond to client inquiries accurately and on time, coordinating end-to-end resolution across partners.
• Lead proactive client communication, including participation in periodic client review and due diligence meetings.
• Apply risk and control checks, escalate exceptions, and document outcomes to support a strong control environment.
• Analyze KPIs and operational metrics to identify recurring issues and improvement opportunities.
• Improve settlement timeliness and straight-through processing by partnering with operations and product stakeholders.
• Use approved digital and AI-assisted workflows to triage inquiries, draft responses, summarize themes, and surface automation opportunities.
• Build strong working relationships across product, sales, account management, and global operations teams.
• Share knowledge, collaborate with teammates, and contribute to continuous learning and process standardization.

Required Qualifications

• 5 years of client-facing operations experience in custody, fund administration, asset management operations, or a closely related environment.
• Experience supporting global equity and fixed income settlement and post-trade operational processes.
• Experience supporting asset servicing activities such as corporate actions and income processing.
• Experience supporting cash and foreign exchange operational processes.
• Strong written and verbal communication skills with experience supporting external financial services clients.
• Demonstrated attention to detail and disciplined follow-through in a controlled environment.
• Proven ability to use KPIs and metrics to drive measurable service or process improvements.

Preferred Qualifications

• Experience supporting institutional investment clients such as asset managers, investment managers, and retirement or pension funds.
• Experience supporting clients with complex operating models or multi-market custody coverage.
• Familiarity with straight-through processing concepts and common post-trade automation approaches.
• Comfort facilitating client meetings and translating feedback into actionable operational changes.
• Experience partnering effectively across product, sales, and operations stakeholders to deliver outcomes.
• Experience identifying root causes and implementing durable remediation plans.
• Experience using service management or workflow tools to track inquiries, trends, and client outcomes.

About J.P. Morgan