Client Account Services Operator - Senior Associate

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

Job summary

A leading global financial services firm in Bournemouth seeks a Client Account Services Operator - Senior Associate. In this role, you will manage client onboarding, drive process improvements, and enhance team collaboration. Strong communication, analytical skills, and proficiency in Microsoft Office are essential. This position is key to ensuring a smooth client experience and requires a proactive approach to problem solving.

Qualifications

• Self-directing and capable of dealing with high pressure, time-sensitive tasks.
• Flexibility to operate in a changeable environment.
• Ability to deep-dive and investigate issues to reach successful resolutions.

Responsibilities

• Coordinate client onboarding activities ensuring effective controls.
• Drive automation and partner with stakeholders for continuous improvement.
• Manage end-to-end market account opening processes.

Skills

Strong time management skills

Building teamwork through collaboration

Excellent analytical and research skills

Strong verbal and written communication skills

Client relationship management

Tools

Microsoft Office

Tableau

Alteryx

Job description

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Job Description

If you are interested in advancing your career within Client Services, this role is for you! Join our client facing team to enhance your knowledge and skills related to account opening and maintenance workflow, and identify and implement process improvements to provide even better service to our clients.

As a Client Account Services Operator - Senior Associate in the Client Account Services team, you will serve as a subject matter expert and you will perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. You will be also responsible for establishing accounts, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures as well as setting up and maintaining information in reference databases.

Job responsibilities

• Work in a Bournemouth based team responsible for coordinating client onboarding activity, ensuring controls are properly designed and operating effectively
• Drive/Promote/Contribute to enhancing an inclusive culture across the team and broader organization
• Identify and execute process improvements and provide support on key process and technology initiatives; drive automation and the CAS digital tools agenda and partner with stakeholders across operations, product and business to drive continuous improvement
• Manage the end to end market account opening process for clients across segregated and segregated documentation markets and provide guidance to clients on market entry requirements
• Identify and implement solutions to improve market entry timeline and enhance client and employee experience
• Demonstrate first class communication skills and a proactive approach to escalation, prioritization and problem solving
• Partner with Client Service, Implementations, Sales, Relationship Management, Client Service and Product to drive the business forward
• Develop on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
• Project manage end-to-end account activities including fund launches, closures, mergers, and remediations
• Maintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs

Required qualifications, capabilities, and skills

• Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks
• Building teamwork through collaboration
• Ability to demonstrate flexibility and operate in a changeable environment
• Excellent analytical and research skills, detail oriented
• Ability to deep-dive and investigate issues to reach a successful resolution to applicable parties
• Strong verbal and written communication skills with ability to influence others
• Client relationship management
• Microsoft Office skills

Preferred qualifications, capabilities, and skills

• Industry knowledge
• Data literacy
• Alteryx flows
• Tableau dashboard creation

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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.