Asset Management, EMEA Client Onboarding Management, Associate

Aumni; Greater London; On-site; GBP 52,000 - 78,000; Full time

Job summary

J.P. Morgan is seeking an EMEA Client Onboarding Management Associate to lead end-to-end onboarding for institutional mandates across regions. You will coordinate with global teams, manage timelines and ensure superior client service during complex events from setup to funding.

The role requires strong project management, client communication, and cross-functional collaboration to identify improvements and implement new operating models in a fast-paced environment.

Qualifications

• Clear and effective client communication (verbal and written) with active listening.
• Strong relationship-building with clients and senior stakeholders.
• Excellent time management to coordinate multiple onboarding events.
• Financial product knowledge across equities, fixed income, currencies, derivatives and funds.
• Experience with project management and end-to-end initiative delivery.

Responsibilities

• Manages end-to-end onboarding for Institutional mandates including complex events.
• Acts as client-facing onboarding lead from win to funding and engagement.
• Leads internal/external meetings to scope and deliver onboarding within timelines.
• Maintains onboarding documents, checklists, product specs and project plans.
• Collaborates across teams to leverage expertise and drive process improvements.
• Communicates status updates and mitigates risks to stakeholders.
• Supports global onboarding teams to standardize best practices.

Skills

Project management

Client relationships

Communication

Time management

MS Office

Python

Tableau

Alteryx

Education

Bachelor's degree or equivalent in a relevant field

Tools

Python

Tableau

Alteryx

Excel

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

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.

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.

Onboarding specialist to project manage the end-to-end implementation of Institutional and Strategic client mandates.