Client Account Services Specialist

JPMorgan Chase & Co.; Christchurch; On-site; GBP 45,000 - 70,000; Full time

Job summary

JPMorgan Chase & Co. in the United Kingdom seeks a diligent client onboarding and accounts specialist to manage end-to-end activities from fund launches to closures and mergers. You will coordinate with internal partners, monitor SLAs and KPIs, and drive process improvements using digital tools.

Strong communication with clients and cross-functional teams is essential for timely delivery. Experience in securities services workflows and familiarity with tools like Xceptor, Tableau or Alteryx will

Qualifications

• Experience developing onboarding strategies for major implementations.
• End-to-end account management including fund launches, closures, mergers.
• Explain account request requirements to clients.
• Process improvement and digitisation using digital tools.
• Stakeholder collaboration and client service excellence.
• Familiar with SLAs and KPIs in account workflows.
• Proficient in MS Office; strong written and verbal communication.
• Ability to work under pressure and adapt to change.

Responsibilities

• Develop onboarding strategies for major implementations to meet deadlines.
• Manage end-to-end account activities, including launches, closures, mergers, and remediation.
• Guide clients on account request requirements and respond to queries.
• Identify opportunities to automate manual tasks using digital tools.
• Build strong relationships with internal partners for seamless delivery.
• Maintain knowledge of account opening and maintenance workflows and SLAs.
• Develop and maintain email workflow tools with data integrity checks.
• Demonstrate time management and ability to work under pressure.
• Stay flexible in a changing environment.
• Show organizational, analytical, and problem-resolution skills.
• Collaborate effectively with teams and influence outcomes.
• Communicate clearly with clients and internal partners.
• Utilize MS Office tools.
• Manage client relationships.

Job description

• 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
• 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., 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.