Client Ops Manager III

Reposted 15 Days Ago
2 Locations
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage end-to-end account reference data readiness and client service delivery for investment middle-office clients. Coordinate account launches, fund expansions, mandates, third-party onboarding, and closures across client services, operations, technology, and change teams. Lead client and internal meetings, resolve issues, provide status reporting, nurture stakeholder relationships, and drive process improvements and future operating-model enhancements.
Summary Generated by Built In

As an IMOS Service Delivery Vice President in Client Account Services (CAS), you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.  

The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements. 

We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.  

 

Job responsibilities  

  • Primary point of contact responsible for the end-to-end client experience and satisfaction for account reference data requests 

  • Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3rd Parties and Closures  

  • Relationship Management - Create long term value through the nurturing of client and key internal stakeholder relationships to deliver a consistently excellent client experience 

  • Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management  

  • Process Improvement – Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model 

  • Lead client and internal calls to drive implementation deliverables and issue management 

  • Manage & deliver reporting to client and internally – Toll gates, next actions and status through clear, concise, and audience specific updates 

Required qualifications, capabilities and skills  

  • Strong leader combined with demonstrated experience in structuring and managing projects with competing resources, priorities and changing workflows 

  • Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization  

  • Experience in leading a regional team with links to global model 

  • Ability to anticipate, analyze and create data to provide holistic insights and creative, visual story telling 

  • Logical analysis of complex problems to drive resolutions against daily SLAs 

  • 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 optimisation of operating practices  

  • Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills 

  • Demonstrated ability to work in a team environment, and ability to adapt to a changing environment 

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 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

About the TeamJ.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. 

Skills Required

  • Strong leadership and experience structuring and managing projects with competing resources, priorities, and changing workflows
  • Ability to build strong partnerships with clients and business, operations, technology, and other stakeholders in a matrix organization
  • Experience leading a regional team connected to a global operating model
  • Ability to anticipate, analyze, and create data-driven holistic insights and visual storytelling
  • Logical analysis of complex problems to drive resolutions against daily SLAs
  • Detail orientation and ability to challenge and improve operating practices
  • Strong Microsoft Office skills and excellent written and oral communication skills
  • Experience or knowledge in middle-office functions
  • Background in business improvement and optimization of operating practices
  • Proven conflict-management, team-leadership, and meeting-facilitation skills
  • Ability to work in a team environment and adapt to change

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.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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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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