If you are interested in advancing your career within Client Services, this role is for you! Join our client facing team to enhance your knowledge and skills related to account opening and maintenance workflow, and identify and implement process improvements to provide even better service to our clients.
As a Client Account Services Operator - Senior Associate in the Client Account Services team, you will serve as a subject matter expert and you will perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. You will be also responsible for establishing accounts, 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.
Job responsibilities
- Work in a Bournemouth based team responsible for coordinating client onboarding activity, ensuring controls are properly designed and operating effectively
- Drive/Promote/Contribute to enhancing an inclusive culture across the team and broader organization
- Identify and execute process improvements and provide support on key process and technology initiatives; drive automation and the CAS digital tools agenda and partner with stakeholders across operations, product and business to drive continuous improvement
- 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 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
- Partner with Client Service, Implementations, Sales, Relationship Management, Client Service and Product to drive the business forward
- Develop on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
- Project manage end-to-end account activities including fund launches, closures, mergers, and remediations
- Maintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
Required qualifications, capabilities, and skills
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks
- Building teamwork through collaboration
- Ability to demonstrate flexibility and operate in a changeable environment
- Excellent analytical and research skills, detail oriented
- Ability to deep-dive and investigate issues to reach a successful resolution to applicable parties
- Strong verbal and written communication skills with ability to influence others
- Client relationship management
- Microsoft Office skills
Preferred qualifications, capabilities, and skills
- Industry knowledge
- Data literacy
- Alteryx flows
- Tableau dashboard creation
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.
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.
