Client Account Services Specialist

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 30,000 - 42,000; Full time

Job summary

JPMorgan Chase & Co. in Bournemouth is seeking a Client Account Services Specialist to join the Collateral Service Delivery Team. You will support advanced client onboarding, guide account openings, closures and maintenance, and help clients navigate account reference data.

The role emphasizes delivering accurate data, responding to internal and client queries, and driving process improvements using digital tools to enhance efficiency and service quality.

Qualifications

• Strong time management; able to handle high-pressure, time-sensitive tasks.
• Flexible and adaptable to changeable environment.
• Excellent organizational, analytical, and problem solving skills.
• Effective client/partner communication, both oral and written.
• Proficient in MS Office applications.
• Experience in client relationship management.

Responsibilities

• Develop onboarding strategies for major implementations to meet deadlines.
• Manage end-to-end account activities and projects including launches, closures, mergers.
• Handle client queries and guide account requirements.
• Identify process improvements and support digitization efforts.
• Build strong relationships with internal partners to ensure smooth delivery.
• Maintain knowledge of account opening/maintenance workflows and SLAs.
• Maintain email workflow tool and ensure data integrity.

Skills

Time management

Flexibility

Organizational skills

Analytical skills

Communication

MS Office

Client relations

Teamwork

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