Client Account Services Associate: Onboarding & Strategy

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading global financial services company in Bournemouth is seeking a Client Account Services Specialist - Associate. This role specializes in managing complex client onboarding and account activities, providing guidance to clients, and ensuring high-quality relationships with internal partners. The ideal candidate will possess strong analytical, organizational, and communication skills, as well as proficiency in digital tools like Xceptor, Tableau, and Alteryx. This position is critical to delivering seamless client services across various account needs.

Qualifications

• Strong time management skills and capable of high pressure tasks.
• Flexibility to operate in a changeable environment.
• Organizational and problem resolution skills required.

Responsibilities

• Manage complex client account onboarding and guide clients through processes.
• Develop onboarding strategies for major implementations.
• Maintain relationships with internal partners and ensure timely client delivery.

Skills

Time management skills

Analytical skills

Problem resolution skills

Teamwork

Oral communication

Written communication

MS Office skills

Tools

Xceptor

Tableau

Alteryx

Job description

A leading global financial services company in Bournemouth is seeking a Client Account Services Specialist - Associate. This role specializes in managing complex client onboarding and account activities, providing guidance to clients, and ensuring high-quality relationships with internal partners. The ideal candidate will possess strong analytical, organizational, and communication skills, as well as proficiency in digital tools like Xceptor, Tableau, and Alteryx. This position is critical to delivering seamless client services across various account needs.