Client Onboarding & Accounts Specialist

JPMorganChase; England; On-site; GBP 35,000 - 55,000; Full time

Job summary

J.P. Morgan in the United Kingdom is seeking a Client Account Services Specialist to join the Collateral Service Delivery Team.

You will handle complex client onboarding, maintenance, and inquiries, guiding clients through account opening, closures and reference data requests. The role emphasizes delivering accurate, timely service, developing partnerships with internal teams, and improving processes with digital tools.

Qualifications

• Strong time management skills, able to handle high pressure and time-sensitive tasks.
• Ability to adapt and operate in a changing environment.
• Organizational, analytical and problem-resolution skills.
• Strong teamwork and influencing skills.
• Excellent oral and written communication with clients and internal partners.
• Proficiency in MS Office.
• Client relationship management experience.

Responsibilities

• Develops onboarding strategies for major implementations aligning priorities to meet deadlines.
• Manages end-to-end account activities and projects including fund launches, closures, mergers, and remediation.
• Handles end-to-end client queries and guides clients on account requirements.
• Identifies process improvements and supports digital tool initiatives to reduce manual work.
• Builds strong relationships with internal partners to ensure seamless client delivery and improve quality, efficiency and timeliness.
• Maintains knowledge of account opening/maintenance workflows and owns related SLAs and KPIs.
• Develops and maintains email workflow tools with reference/static data integrity.

Skills

Time management

Flexibility

Organizational skills

Analytical skills

Problem solving

Teamwork

Oral & written communication

MS Office

Client relationship management

Tools

Xceptor

Tableau

Alteryx

Job description

J.P. Morgan in the United Kingdom is seeking a Client Account Services Specialist to join the Collateral Service Delivery Team.

You will handle complex client onboarding, maintenance, and inquiries, guiding clients through account opening, closures and reference data requests. The role emphasizes delivering accurate, timely service, developing partnerships with internal teams, and improving processes with digital tools.