Client Account Services Specialist

2 weeks ago

Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time £25,000 - £40,000 per year
Description

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.

Job responsibilities

  • Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines 
  • Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation's
  • Manages the end to end client queries and provides guidance to clients on account request requirements 
  • Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools
  • Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness
  • Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
  • Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

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 
  • Organizational, analytical and problem resolution skills
  • Strong teamwork and influencing skills
  • Oral and written communication - ability to effectively interface with clients and internal partners
  • MS Office skills
  • Client relationship management

Preferred qualifications, capabilities, and skills

  • Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
  • Wider Securities Services industry knowledge
  • Experience with digital tools – Xceptor, Tableau, Alteryx  

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