Discover what stakeholders value most and deliver result with confidence!
As an Investment Middle Office Services Delivery Senior Associate in Client Account Services (CAS) Team, 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 - Manage client relationships to deliver a consistent excellent client experience
- Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3rd Parties and Closures
- Create long term value through the nurturing of client and key internal stakeholder relationships
- 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
- Produce reporting to client and internally - Toll gates, next actions and status through clear, concise, and audience specific updates
Required qualifications, capabilities and skills - Experience in managing projects/events to completion
- Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization
- Demonstrate excellent oral and written communication skills and a positive attitude
- Professional approach to escalation, prioritization and problem solving
- 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
- Demonstrated ability to work in a team environment, and ability to adapt to a changing environment
ABOUT USJ.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 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.
