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Client Service Associate
About the role
Client Service Associate role in JPMorgan Chase’s Fund Accounting Operations Service Delivery Team. You will be the primary point of contact for client inquiries on fund accounting, reporting, and reconciliation governance. The position requires proactive service excellence, leading client meetings, monitoring KPIs, and ensuring adherence to SOPs and SLAs. You will manage group email and SharePoint queues, resolve reconciliation breaks, provide MIS reports, and collaborate with partner sites. Strong knowledge of NAV validation, income and corporate action processing, expenses, capital stock, trades, derivatives, and client reporting is essential. The role demands result‑oriented, detail‑focused communication skills, the ability to build internal relationships across locations, and a willingness to challenge the status quo. This full‑time, on‑site position in Mumbai offers an opportunity to contribute to high‑impact client service and operational excellence within a global financial institution.
What you’ll do
- Manage group email boxes and SharePoint queues for timely query resolution.
- Oversee daily client reporting and instructions, ensuring SOP compliance.
- Coordinate with operations to resolve reconciliation breaks promptly.
- Engage in client calls and meetings to facilitate effective communication.
- Implement strategies to maintain response quality and prevent case reopening.
- Provide timely MIS reports and KPIs to stakeholders.
- Collaborate with partner sites for external deliveries and status updates.
- Address accounting‑related queries from stakeholders.
What you’ll bring
- Knowledge of fund accounting operations (NAV, income, corporate actions, expenses, capital stock, trades, derivatives).
- Proactive service mindset, leading client meetings and monitoring KPIs.
- Strong communication and relationship‑building across locations.
- Detail‑oriented document review and analytical skills.
- Ability to challenge status quo and handle escalations.