We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables.
As a Client Relationship management Vice President 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 business needs and client deadlines
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations
- Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required
- Performs authentication and first line of data quality checks ensuring all MDRs are met
- Develops strong working relationships with key internal partners to provide seamless client delivery
- Identifies opportunities for process improvements with focus on quality, efficiency and timeliness - reducing cycle time and eliminating manual / bespoke processes
- 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
- Provides support on new product and technology initiatives
Required qualifications, capabilities, and skills
- Client relationship management/Client Facing experience of at least 8 years.
- Experience leading a team of at least 6 years.
- 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.
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
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.
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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.
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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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