Own end-to-end client onboarding and enablement for multi-asset eTrading, partnering across product, technology, and operations to deliver seamless go-lives and drive digital tool adoption. Handle connectivity/entitlement setups and day-to-day troubleshooting with strong ownership, attention to detail, and a client-first mindset.
As a Digital Client Service Associate within our digital client services team, you will lead end-to-end onboarding and enablement for external clients across multi-asset eTrading workflows. You will onboard and support clients on Bloomberg, Tradeweb, MarketAxess, FXall, 360T, and other venues as required, coordinating connectivity setup, entitlements, testing, and go-live readiness with internal and external stakeholders. You will provide production oversight in a 24/5 environment, triaging issues raised by Front, Middle, and Back Office teams and clients, escalating appropriately, and promoting timely resolution. You will own active-incident communications, delivering clear updates, ETAs, and post-incident follow-up to ensure transparency and client confidence. You will execute key control reconciliations, manage exceptions, and uphold Quality Control standards while ensuring team KPIs/SLAs are consistently met. You will perform root-cause analysis for breaches or errors, implement corrective action plans, and produce MIS/KPI reporting with trend analysis and management-ready commentary. You will analyze large, complex datasets to diagnose problems, quantify impact, and track the outcomes of improvement initiatives. You will also promote automation and standardization across processes, strengthen stakeholder engagement, and provide team leadership through forums, escalation support, mentoring, hiring, training, and knowledge and coverage planning.
Job responsibilities
- Lead end-to-end client onboarding and enablement for external clients across multi-asset eTrading workflows.
- Onboard and support clients on Bloomberg, Tradeweb, MarketAxess, FXall, 360T, and other venues as required.
- Coordinate connectivity setup, entitlements/permissions, testing, and go-live readiness with internal and external parties.
- Provide production oversight in a 24/5 environment for client and platform services.
- Triage issues raised by Front Office, Middle Office, Back Office, and/or clients; escalate appropriately and drive resolution.
- Own active-incident communications internally and externally as appropriate, with timely updates, clear ETAs, and post-incident follow-up.
- Execute key controls reconciliations, manage exceptions, and uphold Quality Control standards across processes.
- Ensure team KPIs/SLAs are met; perform root-cause analysis for breaches/errors and implement corrective action plans.
- Produce and enhance MIS/KPI reporting with trend analysis and management-ready commentary.
- Analyze large, complex datasets to diagnose problems, quantify impact, and track outcomes of improvement initiatives.
- Drive automation, standardization, stakeholder engagement, and team leadership (forums/calls, escalation point, mentoring, hiring/training, knowledge and coverage planning).
Required qualifications, capabilities, and skills
- 7+ years of relevant experience in eTrading client service / enablement, Middle Office operations, or similar roles.
- People leadership experience (formal or informal), including coaching, workflow management, training/onboarding, and driving consistent execution in production.
- Strong understanding of multi-asset eTrading enablement, connectivity/entitlements, and operational risk & controls in a high-availability support model.
- Demonstrated experience supporting/onboarding on Bloomberg, Tradeweb, MarketAxess, FXall, 360T (or comparable platforms).
- Strong analytical capability: comfortable handling large datasets, producing MIS/KPIs, performing trend analysis, and communicating insights and actions to management.
- Strong project management skills; ability to manage multiple stakeholders and deliver under tight timelines.
- Excellent communication and presentation skills; confident leading calls, driving cross-functional resolution, and engaging with external clients.
- Detail-oriented, disciplined control mindset; comfortable operating in a fast-paced, high-pressure environment.
Preferred qualifications, capabilities, and skills
- Alteryx and Tableau (strong advantage); advanced Excel; exposure to automation tooling is beneficial, will be an added advantage.
- Experience designing/enhancing control frameworks, exception reporting, and operational performance measurement.
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 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.
