Client Account Services Specialist

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Bournemouth is seeking a Client Account Services Specialist to support the Collateral Service Delivery Team. You will guide clients through onboarding, account opening, and maintenance while addressing complex inquiries to ensure accurate reference data and timely processing.

The role emphasizes stakeholder collaboration, data integrity, and process improvement using digital tools. A strong client-service mindset and proficiency with MS Office are essential.

Qualifications

• Strong time management and ability to work under time-sensitive conditions.
• Flexibility to operate in a changing environment.
• Organizational, analytical and problem-resolution abilities.
• Strong teamwork and influencing skills.
• Excellent oral and written communication with clients and internal partners.
• Proficiency in MS Office tools.
• Experience in managing client relationships.

Responsibilities

• Develop onboarding strategies for major implementations and meet deadlines.
• Manage end-to-end account activities including fund launches, closures, mergers, and remediations.
• Handle end-to-end client queries and guide clients on account requirements.
• Identify opportunities to reduce manual processes using digital tools.
• Build strong relationships with internal partners to ensure seamless client delivery.
• Maintain knowledge of account opening/maintenance workflows and SLAs.
• Develop and maintain email workflow tool and ensure data integrity.

Skills

Time management

Flexibility

Analytical thinking

Teamwork

Oral & written communication

MS Office skills

Client relationship management

Tools

Xceptor

Tableau

Alteryx

Job description

Are you able to work in a fast paced environment and are passioante about client service? Then you found the right position for you!

As a Client Account Services Specialist in the Collateral Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

Job responsibilities

• Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
• Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation's
• Manages the end to end client queries and provides guidance to clients on account request requirements
• Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools
• Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness
• Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
• Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

Required qualifications, capabilities, and skills

• Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks
• Ability to demonstrate flexibility and operate in a changeable environment
• Organizational, analytical and problem resolution skills
• Strong teamwork and influencing skills
• Oral and written communication - ability to effectively interface with clients and internal partners
• MS Office skills
• Client relationship management

Preferred qualifications, capabilities, and skills

• Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
• Wider Securities Services industry knowledge
• Experience with digital tools – Xceptor, 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.