Client Account Services Specialist - Associate

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

Job summary

A leading global financial services company in Bournemouth is seeking a Client Account Services Specialist - Associate. This role specializes in managing complex client onboarding and account activities, providing guidance to clients, and ensuring high-quality relationships with internal partners. The ideal candidate will possess strong analytical, organizational, and communication skills, as well as proficiency in digital tools like Xceptor, Tableau, and Alteryx. This position is critical to delivering seamless client services across various account needs.

Qualifications

• Strong time management skills and capable of high pressure tasks.
• Flexibility to operate in a changeable environment.
• Organizational and problem resolution skills required.

Responsibilities

• Manage complex client account onboarding and guide clients through processes.
• Develop onboarding strategies for major implementations.
• Maintain relationships with internal partners and ensure timely client delivery.

Skills

Time management skills

Analytical skills

Problem resolution skills

Teamwork

Oral communication

Written communication

MS Office skills

Tools

Xceptor

Tableau

Alteryx

Job description

We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. As a Client Account Services Specialist - Associate in the Margin Services 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.,

• 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.