Associate - Client Services

You are a strategic thinker passionate about driving solutions in Client Platform Operations. You have found the right team.

As a Client Platform Operations Professional within our Client Platform Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. You will perform control activities, including pooled fund share class monitoring and fiduciary reviews.

Job Responsibilities:

• Execute periodic reviews on client accounts and prepare regulatory client-facing reports.
• Conduct non-standard and most favored nation fee reviews for client accounts.
• Compile and deliver effective MIS metrics and supporting documentation for reporting.
• Assist with aspects of Risk and Controls Self Assessments, including testing procedures.
• Prepare account lists and obtain internal approvals for client communications.
• Address ad-hoc queries related to Client Platform, systems, and client information.
• Update and maintain all relevant records, logs, and databases accurately.
• Ensure policies and procedures are current and communicate updates to impacted teams.
• Execute tasks in line with Client Platform procedures, maintaining audit trails and maker/checker controls.
• Drive continuous process improvement and operational efficiencies.

Required qualifications, capabilities and skills :

• At least 5 years of business analysis experience.
• Hold a bachelor's degree.
• Demonstrate excellent communication and presentation skills with stakeholders and senior management.
• Exhibit intermediate to advanced proficiency in Microsoft Office, including Excel, Visio, and PowerPoint.
• Apply strong analytical and logical thinking to complex business processes.
• Show strong organizational and prioritization skills with attention to detail.
• Display strong interpersonal skills and ability to work with diverse teams.
• Analyze and resolve project-related issues, following through on objectives.
• Elicit business requirements and processes from various stakeholder groups.
• Adapt to a fast-paced environment, managing tight deadlines and multiple priorities.
• Be a committed team player with a positive attitude and high performance on time-sensitive initiatives.

Preferred qualifications, capabilities and skills :

• Experience with audit operations or compliance.
• Advanced Excel or data visualization skills.
• Exposure to CRM systems and business intelligence tools.

ABOUT US

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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): Mumbai, India

Job ID: JPMorgan-210707214

Employment Type: FULL_TIME

Posted: 2026-02-05T19:08:42