Client Account Services Associate

Posted Yesterday
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Bournemouth, Dorset, England
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Account Services Associate manages complex client onboarding and relationships, ensuring seamless account activities while optimizing processes for efficiency.
Summary Generated by Built In
Job Description
Join our Client Account Services Team-manage complex onboarding and client relationships in a dynamic, fast-paced environment.
As a Client Account Services Associate in Client Account Services Team, you will serve as a subject matter expert and perform advanced, complex customer onboarding by consulting with the business and customers to meet key deliverables.
Client Account Services Team is a client facing group whose core responsibilities include managing advanced / complex client relationships. Management of onboarding, account opening, maintenance and closure, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures as well as setting up and maintaining information in reference databases. The team serve as subject matter experts and perform advanced/complex customer onboarding activities by consulting with the business and customers to meet key deliverables.
Job responsibilities
  • Manage the end to end client relationship for a key client(s) in our Corporate and Investment Bank Custody business
  • Project manage end-to-end account activities including fund launches, closures, mergers, and remediation
  • Manage the end to end market account opening process for clients across segregated and segregated documentation markets and provide guidance to clients on market entry requirements
  • Identify and execute process improvements and provide support on key process and technology initiatives. Identify opportunities to eliminate manual processes by leveraging digital tools.
  • Develop strong working relationships with key internal partners to provide seamless client delivery and identify opportunities for process improvements with focus on quality, efficiency and timeliness
  • Identify and implement solutions to improve market entry timeline and enhance client and employee experience
  • Demonstrate first class communication skills and a proactive approach to escalation, prioritization and problem solving
  • Maintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including Service Level Agreements & Key Performance Indicators
  • Develop and maintain clients' profiles including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

Required qualifications, capabilities and skills
  • Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
  • Strong relationship management skills
  • Ability to demonstrate flexibility and operate in a changeable environment
  • Organizational, analytical and problem resolution skills
  • Professional oral and written communication
  • Client relationship experience

Preferred qualifications, capabilities and skills
  • Banking experience preferable

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.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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