Investment Client Services Analyst

Testing Site - JPMC; Manchester; On-site; GBP 28,000 - 36,000; Full time

Job summary

J.P. Morgan in Manchester is seeking exceptionally talented Client Advisors to provide a first-class service to private banking clients. You will join a team that values collaboration, discretion, and accuracy, handling daily requests with professionalism.

You will support onboarding, maintain documentation and client records, and contribute to projects with strong communication and relationship management. The role requires a degree, fluency in English, and an organized, proactive mindset.

Qualifications

• University degree, preferably in finance, law or business related subject (or equivalent).
• English fluent.
• Absolute discretion when dealing with confidential matters.
• PowerPoint and Excel expertise required.
• Excellent interpersonal skills, both written and oral.

Responsibilities

• Operational support to Bankers and wider integrated team, where appropriate
• Help manage account opening / onboarding process with onboarding officer as subject matter expert for both prospects and existing clients
• Help support Bankers with updating account documentation / authorities & Sig Listson an ad hoc basis and within the role of managing client Periodic Review process
• Help with business and banker projects and strategies for prospects and clients including subscription and content management
• Help with team projects and admin (weekly flows commentary, pipeline reporting etc.)
• Support to resolve ad hoc client queries and standard reporting

Skills

English fluency

PowerPoint

Excel

Interpersonal skills

Discretion

Teamwork

Education

University degree (finance/law/business)

Tools

PowerPoint

Excel

Job description

J.P. Morgan in Manchester is seeking exceptionally talented Client Advisors to provide a first-class service to private banking clients. You will join a team that values collaboration, discretion, and accuracy, handling daily requests with professionalism.

You will support onboarding, maintain documentation and client records, and contribute to projects with strong communication and relationship management. The role requires a degree, fluency in English, and an organized, proactive mindset.