Transaction Associate

Job Description
Join our Securities Management Team as a Transaction Associate, where you will play a key role in managing Asset Moves, Account Opening, and Tax Re-Rate processing for Lending Clients. This is an exciting opportunity to build relationships with stakeholders and ensure seamless client onboarding and exiting processes.
As a Transaction Associate within Trading Services, you will be responsible for overseeing and completing Asset Moves, Account Opening, and Tax Re-Rate processing for Lending Clients. You will manage the pipeline of work, build relationships with stakeholders, resolve complex inquiries, and meet tight deadlines.
Job responsibilities:

• Interfaces with business groups as part of the Client onboarding processes, liaising with Custody Teams, Product, Relationship Management, and various stakeholders.
• Analyzes data, escalates any anomalies, and discuss solutions.
• Drives own action planning in line with overall task initiatives and team objectives, working well with colleagues to ensure all pipeline activity is completed accurately and on time.
• Participates in projects and/or processes, taking direction from the Project Lead.
• Is involved in client-driven/regulatory change initiatives, producing metrics and reporting for Securities Operations.
• Manages a high volume of queries, exhibit ownership, and communicate status relating to pipeline and deadlines.

Required qualifications, capabilities, and skills:

• Excellent problem-solving skills.
• Ability to collaborate with others to meet deadlines, cross-train, and expand understanding of the team's operations.
• Strong time management skills and ability to effectively prioritize.
• Excellent verbal, written, interpersonal, and organizational skills.
• Strategic thinker with the ability to manage change.
• Demonstrated team-building skills and ability to work in a team environment.
• Proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint.

Preferred qualifications, capabilities, and skills:

• Experience in managing complex inquiries and building stakeholder relationships.
• Ability to adapt to changing priorities and work under tight deadlines.
• Experience in participating in client-driven/regulatory change initiatives.

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.