Collateral Account Services Senior Associate
3 weeks ago
The Collateral Account Services (CAS) team are a multi-product group within the wider Client Account Services organisation, and support clients across Collateral Services, Tri-Party and Global Custody.
**Job responsibilities**:
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, partnering, layering 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 move the business forward
- Gaining and maintaining a comprehensive knowledge of the account opening and maintenance work flow and end-to-end 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
- Utilisation of 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.
**Required qualifications, capabilities and skills**:
- 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
- Strong teamwork and influencing skills
- Client relationship management
**Preffered qualifications, capabilities and skills**:
- 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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