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Client Service Associate Ii Jobs (NOW HIRING)

Ameriprise Financial

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

Required Qualifications: • Associate (2-year) degree or equivalent. • 3-5 years relevant experience required. • Experience working in a client service environment. • Detail-oriented, strong ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail ... At least 2 years of experience in an administrative, executive assistant, client service, or ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

Ameriprise Financial

Client Service Associate

Boca Raton, FL · On-site

$13.75 - $19/hr

Associate (2-year) degree or equivalent. * 3-5 years Relevant Experience Required. * Experience working in a client service environment. * Detail orientated, strong math, and analytical skills. Good ...

New

Ameriprise Financial

Client Service Associate

Edina, MN · On-site

$54K - $74K/yr

Associate (2-year) degree or equivalent * 3-5 years Relevant Experience Required * Experience working in a client service environment. * Detail orientated, strong math, and analytical skills. Good ...

Ameriprise Financial

Client Service Associate

Dublin, OH · On-site

$27K - $37K/yr

Associate (2-year) degree or equivalent. * 3-5 years Relevant Experience Required. * Experience working in a client service environment. * Detail orientated, strong math, and analytical skills. Good ...

ShortList Recruitment Limited

$14.75 - $20.50/hr

\n \n \n \n Client Service Associate, Investment Services \n \n USA Remote \n \n Up to $140,000 \n \n \n \n \n ShortList is recruiting for a Client Service Associate for a specialist investment ...

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe ... Undergraduate degree required with 2+ years of relevant experience working with high-net worth ...

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Client Service Associate Ii information

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How much do client service associate ii jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client service associate ii in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What does a client service associate ii do?

A Client Service Associate II provides support to clients by addressing inquiries, processing transactions, and maintaining account information. They often work with customer relationship management (CRM) tools and require strong communication and organizational skills to ensure client satisfaction and accurate service delivery.

What is a client service associate ii job description?

A Client Service Associate II is responsible for providing advanced support to clients by addressing inquiries, resolving issues, and managing account information. They often handle complex client interactions, utilize customer relationship management (CRM) tools, and require strong communication and problem-solving skills. This role typically involves maintaining client satisfaction and supporting financial or service teams to ensure smooth operations.

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Client Service Associate Ii jobs near you

Equity SWAPS Client Service Associate II

Brooklyn, NY • On-site

JP Morgan Chase
Finance and Insurance • 10K+ employees
Learn more about JP Morgan Chaseexternal

Full-time

Medical, Retirement

Posted 27 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description

Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. 
As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial Services group, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery. Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes. Your ability to influence and manage internal stakeholders will be key in achieving our shared goals. 
Job responsibilities 

  • Understand and manage risk & controls related to the life cycle of equity swaps.
  • Deliver comprehensive client service by troubleshooting issues and protecting against financial and reputational damage. 
  • Service client needs using market product knowledge while maintaining awareness of industry practices. 
  • Optimize service delivery by implementing process automation initiatives and building strong client relationships. Continually strive to STP processes and reduce manual interventions.
  • Monitor and resolve trade discrepancies, conducting root cause analysis and managing fails effectively. Manage swap lifecycle cashflows and support clients in their reconciliation queries.

Required qualifications, capabilities, and skills

  • Knowledge or equivalent expertise in client service derivative operations, with a focus on transaction processing and troubleshooting. Knowledge of the trade life cycle is essential.
  • Demonstrated proficiency in detecting and preventing fraudulent transactions to protect clients and the institution.
  • Ability to liaise with various departments to ensure compliance with technical standards and organizational policies. 
  • Skilled in influencing and managing internal stakeholders to drive mutually beneficial outcomes and develop collaborative relationships. 
  • Expertise in facilitating change management and strategic communication with strong negotiation and communication skills. 
  • Proficiency in digital literacy and the implementation of emerging technologies. 
  • Strong analytical, technical, and problem-solving skills with keen attention to detail. 

Preferred qualifications, capabilities and skills

  • Capability to analyze processes and recommend improvements for quality and efficiency. 
  • Skilled in driving continuous improvement initiatives to enhance client experiences. 
  • Experience in client-facing roles across multiple business areas and functions. 
  • Strong analytical, problem-solving, and decision-making skills for effective independent work. 
  • Knowledge of the securities industry and back-office operations, with the ability to proactively identify areas for improvement. Knowledge of Equity Swaps is preferable.
  • Minimum Bachelor's degree from an accredited university.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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. 

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