Job Description
As an IMOS Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our Investment Middle Office Service clients. The CAS IMOS Service Delivery team manages our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, driving technology and industry solutions as a response to changing business landscape and client needs. The team manages external client relationships as well as partnering with internal stakeholders within the business, product development, operations, and technology streams to execute client business requirements.
We continuously strive to enhance the client onboarding experience by delivering straight through processing across our technology ecosystem and ensure a consistent operating model to ensure accurate and efficient set ups.
Job responsibilities
Relationship Management – Manage client relationships to deliver a consistently excellent client experience.
Process Improvement – Partner with internal teams to ensure continuous improvement and take an active role in shaping and implementing future target operating model.
Coordination of Client Account Launches and Lifecycle events – Partner with Stakeholders, manage successful new account set up - Fund Launches, Seg Mandates, New Third Parties, and Closures
Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management). Understand Client Reference Data requirements and effectively communicate to downstream consumers.
Issue resolution – Established thorough understanding the IMOS end-to-end process and being able to clearly communicate, and own issues through to resolution.
Required qualifications, capabilities and skills
Ability to build strong, cohesive partnerships with the Client, Business, Product Development, Operations, Technology & other key Stakeholders
Ability to prioritize and execute against multiple deliverables, changing workflows with appropriate levels of escalation
Ability to work independently and as part of team to proactively identify and logically analyse complex challenges to deliver organizational goals Detail orientated and able to challenge and improve current operating practices
Strong Microsoft Office skills and excellent written and oral communication skills
Preferred qualifications, capabilities and skills
Experience or knowledge in Middle Office functions
Background of business improvement and optimization of operating practices
Demonstrated ability to work in a team environment, and ability to adapt to a changing environment
About Us
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
Skills Required
- Ability to build strong partnerships with clients, business, product development, operations, and technology stakeholders
- Ability to prioritize and execute multiple deliverables and changing workflows with appropriate escalation
- Ability to work independently and in teams to identify and analyze complex challenges and meet organizational goals
- Detail oriented and able to challenge and improve current operating practices
- Strong Microsoft Office skills
- Excellent written and oral communication skills
- Experience or knowledge in Middle Office functions
- Background in business improvement and optimization of operating practices
- Demonstrated ability to adapt and work in a team environment
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
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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.
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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