Client Service Associate I

JOB DESCRIPTION

Data is only valuable when it drives action. In this role, you will help global equity compensation clients and internal partners make faster, smarter decisions through accurate reporting, clear visuals, and pragmatic insights. You will work with a collaborative Service Desk team that values ownership, continuous improvement, and client impact. If you enjoy solving problems at the intersection of data, operations, and client needs, this is a high-visibility opportunity to make a measurable difference.

Job summary

As a Data Analyst and Reporting Analyst in the Service Desk Team within J.P. Morgan Workplace Solutions, you will turn large, complex datasets into accurate reporting and actionable insights that support equity compensation clients and internal stakeholders. You will partner across teams to define reporting needs, improve data quality, and deliver dashboards and analyses that are easy to understand and trusted for decision-making. You will also help streamline recurring reporting through automation and strong documentation, so we can scale service quality with consistency.

Job responsibilities

• Collect, process, and analyze large datasets from multiple sources to support client and business objectives.
• Design, develop, and maintain reports, dashboards, and data visualizations for internal and external stakeholders.
• Partner with business teams to translate reporting requirements into clear, deliverable solutions.
• Validate, clean, and reconcile data to ensure integrity, accuracy, and repeatability of outputs.
• Identify trends, patterns, and anomalies and communicate implications and recommendations to stakeholders.
• Automate recurring reporting workflows to reduce manual effort and improve turnaround time.
• Document data sources, methodologies, definitions, and reporting procedures to support transparency and auditability.
• Deliver timely, high-quality analysis for ad hoc requests, incidents, and client-driven needs.
• Contribute to data governance practices and support standards for data quality and reporting controls.
• Stay current on emerging practices in analytics, reporting, and visualization to continuously improve solutions.
• Support cross-functional initiatives by providing data-driven insights aligned to strategic priorities.

Required qualifications, capabilities, and skills

• 2 years of experience in a data analyst, reporting analyst, or similar analytics role.
• Hands-on experience collecting, cleaning, validating, and analyzing large datasets.
• Proficiency with data analysis tools and at least one data visualization tool (such as Python, Alteryx, Tableau, or Power BI).
• Advanced Microsoft Excel skills, including data manipulation and analysis functions.
• Advanced Microsoft PowerPoint skills, including building clear, stakeholder-ready presentations.
• Experience supporting extract, transform, and load processes for reporting and analytics.
• Strong analytical and problem-solving skills with high attention to detail.
• Strong verbal and written communication skills, including the ability to explain insights to non-technical audiences.
• Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while contributing effectively within a team environment.
• Fluent English (written and spoken).

Preferred qualifications, capabilities, and skills

• Experience supporting customer service teams and client-facing operational workflows.
• Experience with R or other programming languages used for data analysis.
• Experience with cloud-based data platforms and application programming interface connections (such as Amazon Web Services, Microsoft Azure, or Salesforce).
• Experience in financial services and/or equity compensation management.
• Knowledge of Jira and Atlassian tools for work tracking and collaboration.
• Experience creating and delivering training and end-user support materials for data tools and reporting best practice

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.