Emea Client Onboarding Management Associate

1 week ago


London, United Kingdom JPMorganChase Full time

**JOB DESCRIPTION**
If you are able to demonstrate leadership, identify areas of opportunity and implement new operating models - check this role

As a EMEA Client Onboarding Management Associate in EMEA Client Onboarding Management team, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client Service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity and design/implement new operating models, this may be the role for you.

**Responsibilities**:

- Manages new account onboarding for Institutional Client mandates, including Segregated portfolios, Advisory and Sub-Advisory mandates, and lifecycle events such as Mergers, Liquidations, Closures, In-Species, and Custody Changes
- Acts as the point of contact with and for the Client during the end-to-end onboarding timeline. Upon a new business win, introduce yourself as the onboarding specialist lead and take responsibility for end-to-end Client engagement, coordination, and management until funding
- Leads internal stakeholder and external Client meetings to ensure events are effectively scoped, managed, and delivered within agreed timeframes, providing an excellent level of Client service
- Completes and maintains event documentation, including onboarding checklists, account opening information, product specifications, project plans, and any other related documents
- Collaborates effectively across internal teams to leverage expertise, products, and service delivery. Lead business support initiatives, including representation at Control Committee Meetings or through the New Instrument Approval process
- Demonstrates strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks
- Supports the global client onboarding teams to develop best practice standards and consistency, and identify ways to improve processes/procedures to enhance the Client experience

**Required qualifications, capabilities, and skills**
- Ability to clearly and effectively communicate with clients, both verbally and in writing which includes active listening, understanding client needs, and conveying information in a way that is easy to understand
- Building and maintaining positive relationships with clients
- Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients
- Excellent time management skills
- Collaborating with other team members to provide comprehensive client support
- A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment
- Trade flow knowledge from event inception, trade execution through to operational settlement
- A strong understanding of Fund Accounting, Transfer Agency and Custody
- Project Management experience with the ability to manage initiatives concurrently end to end
- Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions
- Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively

**Preferred qualifications, capabilities, and skills**
- Asset Management or relevant Investment Banking, Wealth Management experience
- Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx

**ABOUT US**

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**
J.P. Morgan Asset & Wealth Management delivers industry-leading investme



  • London, United Kingdom RJ O'Brien Full time

    **Job Title**:Client Onboarding Associate **Business Unit**:Account Opening Team **Location**:London **Reports To**: Manager, Client Onboarding **Position Summary**: To on-board both to the books of R.J. O’Brien Limited and R.J. O’Brien France S.A.S, as required. **Duties and Responsibilities**: Responsibilities include, but are not limited to: -...


  • London, United Kingdom State Street Full time

    Client Onboarding/Sales Support Associate, Sales Associate, State Street Global Advisors Who we are looking for State Street Global Advisors (SSGA) is seeking a motivated Client Onboarding / Sales Support Associate to work within the UK Intermediary sales team (Client Coverage Group) engaging with wealth managers, platforms and other intermediary clients....


  • London, United Kingdom Page Personnel Finance Full time

    This is a new Suitability and Client Onboarding Associate position working for a Financial Services business in the City of London. The Suitability and Client Onboarding Associate will work as part of the 1LoD team offering assurance to the firm. **Client Details** The client is an Investment and Advisory firm based in the City of London. They are looking...


  • London, Greater London, United Kingdom OakNorth Full time

    Since 2015, we've empowered entrepreneurs with over £13 bn in funding, fuelling the creation of 56,000+ jobs and 34,000+ new homes across the UK and US. At OakNorth, we're on a mission to help ambitious businesses thrive—and our Client Onboarding team is at the heart of that journey.This is more than just another job at a bank. It's a unique opportunity...


  • London, Greater London, United Kingdom OakNorth Full time

    Since 2015, we've empowered entrepreneurs with over £13 bn in funding, fuelling the creation of 56,000+ jobs and 34,000+ new homes across the UK and US. At OakNorth, we're on a mission to help ambitious businesses thrive—and our Client Onboarding team is at the heart of that journey. This is more than just another job at a bank. It's a unique opportunity...

  • EMEA Client

    2 weeks ago


    London, United Kingdom JPMorganChase Full time

    DescriptionPosting DescriptionAs an Onboarding Specialist you willmanage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise...


  • London, United Kingdom JPMorganChase Full time

    **JOB DESCRIPTION** As an Onboarding Specialist, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise,...


  • London, Greater London, United Kingdom Legal & General Investment Management Full time

    LondonFull-timeBack Office OpsREF5599TCompany DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's largest...


  • London, United Kingdom eFinancialCareers Full time

    **Who we are looking for** SSGM Client Services Support - Client Onboarding & Maintenance ("CSS-COB") is a team of client facing product specialists focused on internal and external client satisfaction through proactive support and ownership of Client Onboarding & Maintenance. The CSS-COB team leads and manages the onboarding process and acts as a single...


  • London, United Kingdom Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Working within the team responsible for managing client lifecycle events for the institutional EMEA/APAC segregated client base. To facilitate the on-and off-boarding and change management events throughout the relationship cycle with our segregated clients. To manage the on-and off-boarding of RBC BlueBay’s...