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Client Account Services

5 months ago


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

**Job responsibilities**
- Project manage end-to-end account activities including fund launches, closures, mergers, and remediations
- 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
- Use value added and oriented approaches to engage and educate clients, in addition to asking open-ended questions, and establishing confidence and trust in order to maintain and enhance clients' experiences and relationships
- Demonstrate excellent oral and written communication skills and a positive attitude coupled with an assertive but professional 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 SLAs & KPIs

**Required qualifications, skills and capabilities**
- Strong time management skills, self-directing 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
- Oral and written communication - ability to effectively interface with clients and internal partners
- Client relationship management
- MS Office skills

**Preferred qualifications, skills and capabilities**
- Custody product knowledge
- Market entry, renewal, restructures
- Custody workflow, processes and procedures knowledge
- Alteryx flow and 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.

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.