Client Account Services Associate
Join our Client Account Services Team-manage complex onboarding and client relationships in a dynamic, fast-paced environment.
As a Client Account Services Associate in Client Account Services Team, you will serve as a subject matter expert and perform advanced, complex customer onboarding by consulting with the business and customers to meet key deliverables.
Client Account Services Team is a client facing group whose core responsibilities include managing advanced / complex client relationships. Management of onboarding, account opening, maintenance and closure, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures as well as setting up and maintaining information in reference databases. The team serve as subject matter experts and perform advanced/complex customer onboarding activities by consulting with the business and customers to meet key deliverables.
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Job responsibilities
- Manage the end to end client relationship for a key client(s) in our Corporate and Investment Bank Custody business
- Project manage end-to-end account activities including fund launches, closures, mergers, and remediation
- Manage the end to end market account opening process for clients across segregated and segregated documentation markets and provide guidance to clients on market entry requirements
- Identify and execute process improvements and provide support on key process and technology initiatives. Identify opportunities to eliminate manual processes by leveraging digital tools.
- Develop strong working relationships with key internal partners to provide seamless client delivery and identify opportunities for process improvements with focus on quality, efficiency and timeliness
- Identify and implement solutions to improve market entry timeline and enhance client and employee experience
- Demonstrate first class communication skills and a proactive approach to escalation, prioritization and problem solving
- Maintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including Service Level Agreements & Key Performance Indicators
- Develop and maintain clients' profiles including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
Required qualifications, capabilities and skills
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
- Strong relationship management skills
- Ability to demonstrate flexibility and operate in a changeable environment
- Organizational, analytical and problem resolution skills
- Professional oral and written communication
- Client relationship experience
Preferred qualifications, capabilities and skills
- Banking experience preferable
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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion