Client Success & Onboarding 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

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