Are you able to work in a fast paced environment and are passioante about client service? Then you found the right position for you!
As a Client Account Services Specialist in the Collateral Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.
Job responsibilities
- Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation's
- Manages the end to end client queries and provides guidance to clients on account request requirements
- Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools
- Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness
- Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
- Develops and maintains email workflow tool 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
- Ability to demonstrate flexibility and operate in a changeable environment
- Organizational, analytical and problem resolution skills
- Strong teamwork and influencing skills
- Oral and written communication - ability to effectively interface with clients and internal partners
- MS Office skills
- Client relationship management
Preferred qualifications, capabilities, and skills
- Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
- Wider Securities Services industry knowledge
- Experience with digital tools – Xceptor, Tableau, Alteryx
Skills Required
- Strong time management and ability to handle high-pressure, time-sensitive tasks
- Ability to work flexibly in a changing environment
- Organizational, analytical, and problem-resolution skills
- Strong teamwork and influencing skills
- Effective oral and written communication with clients and internal partners
- Microsoft Office skills
- Client relationship management experience
- Knowledge of collateral and/or tri-party workflows, products, processes, and procedures
- Securities Services industry knowledge
- Experience with Xceptor, Tableau, or Alteryx
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
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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