Client Onboarding & Accounts Delivery 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

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.