EMEA Client Operations Senior Associate

3 weeks ago


Midlothian, United Kingdom JPMorgan Chase & Co. Full time

Join the fast-paced and dynamic EMEA Private Bank Client Operations team to maintain client accounts and drive best practices whilst ensuring we adhere to regulatory requirements.

As a EMEA Client Operations Senior Associate, you'll be responsible for validating the client documentation and ensuring accurate static data maintenance of information in systems. These updates include change of address, power of attorney, KYC, online accesses and signatories. You will also partner with client-facing teams to ensure all client records are compliant with regulatory standards and will offer quality and timely service to clients. You will be working in a fast-paced environment which requires expertise in numerous processes.

Job responsibilities

Coordinates the effective completion of assigned cases Follows up with teams responsible for completing sub-activities across the process Undertakes KYC and non-KYC updates on a timely basis and ensure they are performed to meet the required quality and detail standards as required by policy and procedures  Ensures KYC / non-KYC data is updated within SLA into systems Ensures appropriate and confidential handling / sharing of sensitive client data Escalates issues in a timely manner in line with the escalation protocols Contributes ideas and participates in efforts to drive continuous improvement to enhance service delivery Works independently and complete assigned tasks within the established timeframes Coaches and development of a small team (1-5 people)

Required Qualifications, Capabilities and Skills

Relevant commercial or business experience  Exposure to financial services industry and interest in Wealth Management Business-level fluency in English Meticulous attention to detail Ability to multi-task, prioritise and work to tight deadlines

Preferred Qualifications, Capabilities and Skills 

Strong interpersonal skills with ability to work independently and in teams Strong proficiency with MS Office specifically MS Excel and MS Word Self-motivated and highly disciplined A “can-do” attitude with a strong sense of ownership Second language (French, German or Spanish) an advantage
  • KYC Senior Associate

    3 weeks ago


    Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Join the fast-paced and dynamic Private Bank Client Operations team to manage and process KYC for International Private Bank clients! As a KYC Senior Associate in EMEA Private Bank Operations, you will be responsible for reviewing, validating and authorising KYC documentation during a new client onboarding, periodic risk review or ad-hoc update during the...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Are you looking to develop your career in a client service role? Then this is the job for you. As an Investment Middle Office Services (IMOS) Client Operation - Associate in the IMOS team, you will be responsible for dealing with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    The Compliance function ensures the development and maintenance of a strong compliance culture by identifying and interpreting relevant regulatory rules that govern our business globally. Compliance teams work closely with business, legal, risk, and audit program infrastructure that identifies, measures and monitors compliance with applicable laws,...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    As Operational Risk Management lead reporting to the Chase UK Operational Risk Director, you will be responsible for the independent oversight of risk management practices in select areas of Chase UK Banking Products. Lead the Operational Risk coverage of select areas of Chase UK such as the Contact Centre and Data, whilst being part of a dynamic team of...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Expand your career and join us a Credit Operations Associate! Credit Platform Services is a global team which supports both the US Private Bank and the International Private Bank. With offices in the US, Edinburgh, Geneva and Singapore and offshore teams in India and the Philippines, Credit Platform Services partners closely with Lending & Mortgage...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Our mission is to ensure fairness in our global workplace while managing employee-related risk to the firm. Employee Relations (ER) is a team of advisors who work to support our employees across all regions on sensitive and difficult employee relations matters.  As an Employee Relations Case Manager – Associate you will provide a service that is...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    If you are intellectually curious, have an eye for detail and a passion for compliance - then you may be the perfect fit for our team! As a Client Assets Oversight Vice President in CASS (Client Asset Sourcebook) Oversight team, you will help us to shape our strategy and maintain compliance with the FCA’s (Financial Conduct Authority) Client Asset...

  • Financial Reporting

    1 month ago


    Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Welcome to JPMorgan Chase. Are you a great team player? You have found the right team. As an Financial Reporting - Senior Associate in Operations you will lead the financial accountants within the Financial Reporting Team and manage, track and support the production of top-quality financial statement and regulatory reporting services to JPMorgan...

  • Corporate Associate

    2 weeks ago


    Midlothian, United Kingdom G2 Legal Limited Full time

    Corporate Associate/Senior Associate (4-8 years') Joining a progressive law firm where independence and excellence thrive, it is now seeking a corporate associate/senior associate with 4-8 years' PQE to join its dynamic team in Edinburgh.  Key Responsibilities: Manage M&A and equity investment transactionsCultivate client relationships and contribute to...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Are you enthusiastic about Trading Services and are motivated by tight deadlines? Join our team and utilise your skills! As a Trading Services Senior Associate in the Trade Support Group you will be responsible for ensuring trades are booked timely and accurately. You will have an opportunity to learn and gain experience across multiple asset classes. As...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Do you possess strong analytical, communication, and time-management skills? We are looking for you to support client on-boarding and complex events for Institutional and Retail Clients. As a Fund Servicing Senior Associate in the Fund Accounting Implementations team, you will be responsible for internal Net Asset Value Distribution platform for fund/share...


  • Midlothian, United Kingdom CMS UK Full time

    Looking for your next opportunity? We are looking for a bright and commercially focused Associate or Senior Associate to join our highly regarded Corporate Team in the Edinburgh office. We are also looking for an Associate in Glasgow or Aberdeen. About CMS CMS is a Future Facing firm with more than 70 offices in over 40 countries and 5,000+ lawyers...


  • Midlothian, United Kingdom CMS UK Full time

    Looking for your next opportunity? We are looking for a bright and commercially focused Associate or Senior Associate to join our highly regarded Corporate Team in the Edinburgh office. We are also looking for an Associate in Glasgow or Aberdeen. About CMS CMS is a Future Facing firm with more than 70 offices in over 40 countries and 5,000+ lawyers...

  • Family Associate

    2 weeks ago


    Midlothian, United Kingdom Cross Resourcing Full time

    Family Associate (3+ PQE) Edinburgh Our client is a very reputable UK law firm that works with multinational companies, families, and individuals in numerous sectors across Scotland, England and beyond. Due to organic growth, they are seeking a seasoned Associate to join their renowned Family team in Edinburgh. You will work on a wide range of family law...


  • Midlothian, United Kingdom qed legal Full time

    The year of the resurgent insurance role continues!And this time for a solicitor with a minimum of 3 years PQE.With QED Legal's, UK wide insurer law firm client.In this role you will:1. Carry a caseload of EL/PL and enjoy exposure to catastrophic and clin neg cases.2. Join a team with a clear path to senior associate. It is NOT top heavy.3. Work alongside...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    Do you have experience in fund accounting and are motivated by tight deadlines? Then you found the right position!  As a Fund Accounting Associate within the Fund Services Operations team, you will provide services including Fund Accounting, Fund Oversight, Fund Administration, Investment Operations and Transfer Agency to mutual and pension funds. You...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    JPMorgan Chase & Co. is expanding its business and is investing in innovative ways to attract customers, deepen engagement and drive increased satisfaction through delightful interactions with digital products and experiences. Our team is at the heart of driving this transformation, focused on developing innovative offerings that put the customer at the...


  • Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    The role calls for a highly motivated individual, preferably with a Fund Services operations background, effective problem solving and communication skills. As a Global Fund Services - Change Strategy Team - Associate in Fund Services you will be given responsibility for delivering high profile project management and data automation change assignments on...

  • Client Manager

    2 days ago


    Dalkeith, Midlothian, United Kingdom JohnstonGreer Full time €38,000 - €48,000

    Client Manager (Pensions) £38,000 to £48,000 plus bonus and benefits Consultant required by this leading consulting and actuarial firm that continues to grow through acquisitions and an increase in new business. They operate within the pension scheme arena and provide a range of services to their clients including administration support, actuarial...

  • Client Manager

    2 days ago


    Dalkeith, Midlothian, United Kingdom JohnstonGreer Full time €38,000 - €48,000

    Client Manager (Pensions) £38,000 to £48,000 plus bonus and benefits Consultant required by this leading consulting and actuarial firm that continues to grow through acquisitions and an increase in new business. They operate within the pension scheme arena and provide a range of services to their clients including administration support, actuarial...