As a Client Onboarding Associate/Vice President within J.P. Morgan, you will be a key player in fund servicing operations, leveraging your deep knowledge of fund accounting and administration to deliver exceptional service. You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions on operations and financial management. Partnering with technology, operations, and product teams, you will oversee service delivery to clients, focusing on oversight, reporting, and issue resolution. You will communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution.
Job responsibilities
- Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring all controls are adhered to for each fund accounting process.
- Lead the resolution of complex issues where accounting or securities transactions breach the validation tolerances of our systems, leveraging your advanced knowledge in fund servicing.
- Drive continuous improvement initiatives to enhance the efficiency, scale, and resilience of our operating platform, applying your advanced proficiency in process automation.
- Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes.
- Implement strategic plans and administer projects, programs, or systems to achieve short- to midterm objectives, leveraging proficiency in process automation and continuous improvement techniques.
- Coach and mentor team members, fostering a culture of learning and growth, and leveraging your advanced listening and questioning skills to guide their professional development.
- Demonstrated expertise in fund accounting and administration, with at least 7 years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities.
- Proven ability to manage a diverse team, with a track record of fostering a positive work environment and driving team performance.
- Advanced proficiency in process automation, with a history of implementing automation initiatives to enhance operational efficiency.
- Strong experience in strategic planning and stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes.
- Exceptional leadership and staff development skills with prior team management experience.
- Proficient in presentation skills to effectively communicate fund performance and insights to stakeholders.
- Capable of applying influence to drive strategic initiatives and foster collaboration across teams.
- Skilled in managing change initiatives to adapt to evolving market conditions and technological advancements.
- Competent in leveraging data and technology literacy to analyze fund data and implement technology-driven solutions.
- Knowledgeable in market products to ensure fund services align with industry standards and client needs.
- Experienced in overseeing project management activities to ensure timely and successful delivery of fund servicing projects.
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 comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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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