Asset Management, EMEA Client Onboarding Management, Associate

JPMorgan Chase & Co.; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an EMEA Client Onboarding Management Associate to oversee end-to-end implementation of institutional client mandates in a dynamic, global environment.

You will coordinate across teams to deliver onboarding events, manage documentation, and drive smooth client experiences. The role emphasizes leadership, process improvement, and strong service delivery with a focus on risks and controls within the onboarding lifecycle.

Qualifications

• Clear and effective client communication, written and verbal.
• Strong relationship-building with clients.
• Excellent verbal, written and interpersonal communication with senior stakeholders.
• Excellent time management skills.
• Collaborating with team members to provide comprehensive client support.
• Solid knowledge of financial products including Equity, Fixed Income, Currency, Derivatives and Funds.
• Trade flow understanding from event inception to settlement.
• Understanding of Fund Accounting, Transfer Agency and Custody.
• Project management experience to run initiatives end-to-end.
• Ability to handle multiple client requests efficiently.

Responsibilities

• Manages new account onboarding for Institutional Client mandates, incl. Segregated portfolios and Custody changes.
• Acts as client contact during end-to-end onboarding timeline and leads onboarding efforts.
• Leads internal and external meetings to scope and deliver events within timelines.
• Maintains onboarding documentation, checklists, product specs, project plans and related docs.
• Collaborates across internal teams to leverage expertise and service delivery; represents at key governance meetings.
• Communicates status updates to stakeholders and identifies risks to prevent issues.
• Supports global onboarding teams to improve processes and client experience.

Skills

Client communication

Project management

Stakeholder management

Time management

MS Office

Financial product knowledge

Risk awareness

Team collaboration

Python

Tableau

Alteryx

Tools

Python

Tableau

Alteryx

Job description

As a EMEA Client Onboarding Management Associate in EMEA Client Onboarding Management team, 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, operational knowledge, strong ClientService 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.

Job 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