Client Account Services Specialist

JP Morgan Chase; Christchurch; On-site; GBP 40,000 - 55,000; Full time

Job summary

JP Morgan Chase in the United Kingdom seeks a Client Account Services Specialist to support complex client onboarding, account opening, closure and maintenance, and respond to client and internal partner queries related to reference data.

The role focuses on delivering high-quality client service, process improvements, and collaboration with internal teams to ensure accurate data and timely delivery.

Qualifications

• Ability to manage time effectively in a fast-paced environment.
• Flexibility to adapt to changing priorities and stakeholder needs.
• Strong organizational, analytical and problem-solving skills.
• Excellent oral and written communication with clients and internal partners.
• Proficient in MS Office suite.
• Experience in client relationship management.

Responsibilities

• Develop onboarding strategies for major implementations and align priorities to meet deadlines.
• Manage end-to-end account activities and project workflows including launches and closures.
• Address client queries and guide requirements for account opening and maintenance.
• Identify opportunities to automate processes and reduce manual tasks using digital tools.
• Build strong internal partnerships to ensure seamless client delivery and drive process improvements.
• Maintain knowledge of account opening workflows and SLA/KPI commitments.
• Develop and maintain email workflow tools with reference data and data integrity checks.

Skills

Time management

Flexibility

Organizational skills

Analytical skills

Communication

MS Office

Client relationship mgmt

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 skillsOral 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