Help clients start strong in global custody by making onboarding smooth, accurate, and on time. You’ll play a key role in converting new and incremental wins into live, operating custody accounts. You’ll work closely with partners across relationship coverage, client service, onboarding, transitions, and local market agents. If you enjoy operational ownership, problem-solving, and stakeholder management, you’ll find meaningful impact and growth here. Your work will directly support client satisfaction, risk management, and scalable service delivery.
As a Client Account Services Associate in Client Account Services, you execute custody account openings and coordinate market documentation to enable new and expanding client relationships. You’ll capture business requirements, manage timelines and dependencies, and ensure high-quality setup across systems and local market partners. You’ll help identify and resolve issues early to keep deliverables on track and aligned to agreed service levels. You’ll also contribute to reporting and continuous improvement that strengthens execution, controls, and client experience.
We support clients across Australia, New Zealand, and Asia (excluding Japan) through account opening, documentation coordination, and change activity such as restructures, launches, transitions, and exits. Priorities can shift with client activity, so you’ll work in a flexible team environment that values clear communication, strong execution discipline, and continuous improvement.
Job responsibilities
- Coordinate and govern the set-up of custody account openings for new and incremental business, ensuring accurate setup and timely completion
- Coordinate market and tax documentation requirements to support account activation across relevant jurisdictions
- Partner with relationship coverage, client service, onboarding, and transitions teams to confirm requirements and deliver to agreed service levels
- Liaise with local agents and service providers to progress documentation, clarify requirements, and resolve blockers
- Track milestones, dependencies, and timelines to keep work progressing and stakeholders aligned
- Respond to account opening and documentation inquiries with clear, solution-oriented communication
- Update account reference data to maintain high data quality and operational readiness
- Maintain procedure documentation to reflect current processes and control expectations
- Identify risks, issues, and process gaps early, escalating appropriately and proposing practical improvements
- Contribute to reporting on key performance indicators and key risk indicators for stakeholders and leaders
Required qualifications, capabilities, and skills
- 5 years of experience in global custody, fund services, or securities services operations with direct account opening exposure
- Demonstrated knowledge of custody account structures and market documentation requirements across multiple jurisdictions
- Proven ability to manage multiple concurrent requests with competing deadlines and changing priorities
- Strong stakeholder management skills, including clear written and verbal communication with senior internal and external partners
- Demonstrated ability to identify operational risk, investigate issues, and drive timely resolution
- Experience tracking service level commitments and delivering work to agreed timelines and quality standards
- Proficiency in Microsoft Excel and Microsoft Word
Preferred qualifications, capabilities, and skills
- Experience coordinating onboarding activities across Australia, New Zealand, and Asia (excluding Japan) markets
- Familiarity with custody account opening workflows, controls, and documentation standards across omnibus and segregated models
- Proficiency using AI and generative AI tools to improve business processes while adhering to data privacy, risk, and compliance requirements.
- Experience working with local agents and third-party service providers to progress documentation and resolve exceptions
- Experience contributing to operational reporting, including defining and improving key performance and risk indicators
- Exposure to custody platforms or account opening tools used in large financial institutions
Skills Required
- 5 years of experience in global custody, fund services, or securities services operations with direct account opening exposure
- Demonstrated knowledge of custody account structures and market documentation requirements across multiple jurisdictions
- Proven ability to manage multiple concurrent requests with competing deadlines and changing priorities
- Strong stakeholder management skills, including clear written and verbal communication with senior internal and external partners
- Demonstrated ability to identify operational risk, investigate issues, and drive timely resolution
- Experience tracking service level commitments and delivering work to agreed timelines and quality standards
- Proficiency in Microsoft Excel and Microsoft Word
- Experience coordinating onboarding activities across Australia, New Zealand, and Asia (excluding Japan) markets
- Familiarity with custody account opening workflows, controls, and documentation standards across omnibus and segregated models
- Proficiency using AI and generative AI tools to improve business processes while adhering to data privacy, risk, and compliance requirements
- Experience working with local agents and third-party service providers to progress documentation and resolve exceptions
- Experience contributing to operational reporting, including defining and improving key performance and risk indicators
- Exposure to custody platforms or account opening tools used in large financial institutions
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.
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