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Senior Associate
2 months ago
We are excited to present a new opportunity within the Client Account Services Team.
As a Senior Associate in Client Account Services (CAS) focusing on Onboarding Project Management, you will play a crucial role in overseeing the governance, management, and reporting across multiple functional areas. Your efforts will ensure consistent and timely delivery of programs that support the largest outsourced Investment Middle Office Services (IMOS) onboarding initiatives in the industry.
The CAS IMOS team is dedicated to managing our global and regional clients on the IMOS platform. This includes coordinating comprehensive client account onboarding and maintenance while driving technological and industry solutions to adapt to evolving business landscapes and client requirements. The team fosters external client relationships and collaborates with internal stakeholders across product development, operations, and technology to fulfill client business needs.
Key Responsibilities
- Oversee and manage the internal milestone plan, risk log, and governance reporting.
- Consolidate and present team reports to both internal and external stakeholders.
- Engage with senior internal and external stakeholders effectively.
- Identify and implement opportunities for continuous improvement.
- Actively participate in shaping and executing the future target operating model.
- Coordinate with clients to evaluate new requests, manage the future pipeline, and address inquiries to facilitate successful account setup and onboarding.
- Serve as a primary liaison among functional teams including Client Services, Operations, Technology, and Change Management.
- Develop a comprehensive understanding of the IMOS end-to-end process and communicate it clearly.
- Proven experience in structuring and managing projects, with strong written and verbal communication skills.
- Ability to cultivate strong, collaborative partnerships with clients, product development, operations, technology, and other key stakeholders.
- Capability to prioritize and manage multiple deliverables while adapting to changing workflows with appropriate escalation.
- Ability to work autonomously and collaboratively within a team to identify and analyze complex challenges to achieve organizational objectives, particularly in a matrix organization.
- Detail-oriented with a focus on challenging and enhancing current operational practices.
- Proficient in Microsoft Office, with experience in creating and delivering presentations to senior stakeholders.
- Experience or knowledge of Middle Office functions.
- Background in business improvement and optimization of operational practices.
- Familiarity with Agile, PRINCE2, Lean Six Sigma, or other relevant Project or Change Management methodologies.
J.P. Morgan is a leading global financial services firm, providing strategic advice and products to prominent corporations, governments, wealthy individuals, and institutional investors. Our commitment to delivering exceptional service drives our operations, and we strive to build trusted, long-term partnerships that help our clients achieve their business goals.
We recognize that our workforce is our greatest asset, and the diverse talents of our employees are integral to our success. We are an equal opportunity employer and prioritize diversity and inclusion within our organization. We do not discriminate based on any protected attribute and provide reasonable accommodations for applicants' and employees' needs. For more information about our accommodations, please refer to our FAQs.
About the Team
The Corporate & Investment Bank is a global leader in investment banking, wholesale payments, markets, and securities services. We serve the world's most important corporations, governments, and institutions across more than 100 countries, providing strategic advice, raising capital, managing risk, and extending liquidity in markets worldwide.
Our Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. By leveraging the latest technology, we deliver industry-leading capabilities that enhance the client experience, making it seamless and convenient to engage with our firm.