Asset Management, EMEA Client Onboarding Management, Associate

JPMorganChase; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking an EMEA Client Onboarding Management Associate to oversee end-to-end implementation of institutional mandates. You will coordinate across global teams to ensure seamless onboarding, funding and client engagement with a strong focus on risk management and process improvement.

The role emphasizes leadership, stakeholder management and a solid understanding of financial products, with opportunities to implement new operating models and drive client experience enhancements.

Qualifications

• Clear and effective client communication, verbal and written, with active listening.
• Strong relationships with clients and stakeholders to ensure satisfaction.
• Excellent time management to handle multiple onboarding events.
• Ability to engage stakeholders and manage cross-functional teams.
• Solid knowledge of financial products including equities, fixed income, currency, derivatives and funds.
• Understanding of trade flow from inception to settlement and fund accounting basics.
• Project management experience to run end-to-end onboarding initiatives.
• Proficiency with MS Office tools (Excel/Word/PowerPoint).

Responsibilities

• Manages end-to-end onboarding for Institutional Client mandates and lifecycle events.
• Acts as onboarding lead and single point of contact for clients during onboarding timelines.
• Leads meetings with internal and external stakeholders to scope, manage and deliver events on time.
• Maintains onboarding documents, checklists, product specs and project plans.
• Collaborates across teams to share expertise and improve processes and controls.
• Provides regular status reports and identifies risks to mitigate issues.
• Supports global onboarding teams to standardize best practices.

Skills

Client Communication

Relationship Building

Time Management

Stakeholder Engagement

Project Management

Financial Product Knowledge

Trade Lifecycle

Fund Accounting

MS Office

Client Service

Tools

Python

Tableau

Alteryx

Job description

Job Description

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.

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

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 investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.