Client Account Services Specialist

1 week ago


Bournemouth, United Kingdom JPMorgan Chase & Co. Full time

We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. As a Client Account Services Specialist - Associate in the Margin Services Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.,Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlinesManages end-to-end account activities projects including fund launches, closures, mergers, and remediation'sManages the end to end client queries and provides guidance to clients on account request requirementsIdentifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital toolsDevelops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timelinessMaintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIsDevelops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processesStrong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasksAbility to demonstrate flexibility and operate in a changeable environmentOrganizational, analytical and problem resolution skillsStrong teamwork and influencing skillsOral and written communication - ability to effectively interface with clients and internal partnersMS Office skillsClient relationship managementPreferred qualifications, capabilities, and skillsCollateral and/or Tri-Party workflow, product, processes and procedures knowledgeWider Securities Services industry knowledgeExperience with digital tools - Xceptor, Tableau, AlteryxJ.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., J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr



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