Transition Manager Senior Associate

Found in: beBee S GB - 3 weeks ago

LONDON, United Kingdom JPMorgan Chase Full time
Are you looking to develop your career in client onboarding? Then this is the role for you.

As a Transition Manager Senior Associate within the Markets Transition Management team, you will manage and monitor requests, communicate requirements, and collaborate with Reference Data, Know Your Customer (KYC), Accounts, Credit, Legal, and Operations teams to ensure a smooth onboarding process for clients, preparing them to trade within the targeted timeframe. Your goal is to provide an exceptional client experience that aligns with the needs and objectives of the client, Corporate and Investment Bank (CIB) Markets Sales, and the Digital Client Service organizations. The Markets Transition Management Team operates globally, with teams supporting clients and CIB Markets Sales in the United States, Europe, the Middle East, and Africa (EMEA), and the Asia-Pacific (APAC) region.

Job responsibilities

  • Provides clients with an excellent end to end onboarding experience
  • Manages a pipeline of onboarding cases in a timely and accurate manner
  • Is the main point of point contact for client queries and issue resolution
  • Collaborates with internal partners to resolve issues and reduce onboarding times
  • Identifies areas process improvement in operating models
  • Suggests technical changes to improve automation of tasks
  • Performs data analytics
  • Provides each client an excellent onboarding experience while working in a fast paced, multi-asset class, multi-partner, evolving environment while adhering to controls and transparency requirements
  • Leverages business analytic skills and applies client, product and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners
  • Builds strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment
  • Works with technology, data and partner teams to continually improve platforms, automation and client metrics to facilitate achievement of "best in class" onboarding service


Required qualifications, capabilities, and skills

  • Experience in client facing role within onboarding or relevant business partner groups
  • Knowledge of Markets products, industry landscape, platforms and core controls
  • Strong client management and communication skills
  • Excellent project management, organizational, and time management skills
  • Results-focused, ability to manage high volume of requests in dynamic operating environment
  • Ability to navigate diverse process flows and data sets and drive process enhancements
  • Experience designing technology enhancements and use of business analytic/automation tools
  • Proficient in Microsoft Office applications (Excel, Word, PowerPoint)


Preferred qualifications, capabilities, and skills

  • Business Analytics experience and/or proficiency with data management tools preferred, e.g. Python, Alteryx, Tableau, Qlikview


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

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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