Client Operations Associate

2 weeks ago

Bournemouth, Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time


The Collateral Account Services team are a multi-product group within the wider Client Account Services organisation, and support clients across Collateral Services, Tri-Party and Global Custody.

The team are client facing and responsibilities include coordination with clients to assess new onboarding requests, managing the pipeline and providing project management and oversight of new and incremental set up requests actioned by our offshore teams.


As a Co-ordination specialist your responsibilities will include:

  • Project management of end-to-end account activities covering both new clients and incremental activity
  • Coordination with clients to assess new request, manage pipeline and queries both with new set up and remediation, including initial review of docs provided to ensure they are in good order
  • Interfacing between Client and the offshore CAS teams to coordinate responses and resolution to identified BAU issues
  • Partnering with Product, Implementations, Sales, Relationship Management, Client Service and Product to drive the business forward
  • Gaining and maintaining a comprehensive knowledge of the account opening and maintenance work flow and endtoend ownership of all related requirements including SLAs & KPIs
  • Identifying and executing process improvements and provide support on key process and technology initiatives. Identifying opportunities to eliminate manual processes by leveraging digital tools.
  • Developing 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
  • Layering between Client and the offshore CAS teams to coordinate responses and resolution to identified BAU issues
  • Utilisation of value added and oriented approaches to engage and educate clients, in addition to asking openended questions, and establishing confidence and trust in order to maintain and enhance clients' experiences and relationships
  • Demonstrating excellent oral and written communication skills and a positive attitude coupled with an aggressive but professional approach to escalation, prioritization and problem solving.
  • Partnering with offshore CAS teams to provide root cause commentary on identified issues
  • Taking active role in shaping and implementing future state

Skills required are advanced:

  • Strong time management skills, selfdirecting and capable of dealing with high pressure, time sensitive tasks.
  • Ability to demonstrate flexibility and operate in a changeable environment
  • Organisational, analytical and problem resolution skills
  • Strong teamwork and influencing skills
  • Oral and written communication ability to effectively interface with clients and internal partners
  • Attention to detail
  • MS Office skills
  • Client relationship management
  • Experience with digital tools
  • Xceptor, Tableau, Alteryx

Knowledge (preferred but not essential)

  • Custody and/or Collateral / Tri-Party product knowledge
  • Custody and/or Collateral / Tri-Party workflow, processes and procedures knowledge
  • Market entry, renewal, restructures
  • Wider Securities Services industry knowledge
  • Experience with digital tools
  • Xceptor, Tableau, Alteryx
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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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