Investment Middle Office Service Delivery Senior Associate

JPMorgan Chase & Co.; London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A global financial services firm in London is seeking an Investment Middle Office Service Delivery Senior Associate to enhance client experiences through account management. The role involves managing client relationships, coordinating account lifecycle events, and ensuring data readiness for clients. Ideal candidates should have strong project management skills, excellent communication abilities, and proficiency in Microsoft Office.

Qualifications

• Experience in managing projects and events to successful completion.
• Skilled at building strong partnerships with clients, business, operations, technology, and stakeholders.
• Excellent oral and written communication skills.
• Professional handling of escalations, prioritizing tasks, and solving problems.
• Analytical capabilities to meet daily Service Level Agreements (SLA).
• Detail-oriented with a focus on improving operating practices.
• Strong communication skills.

Responsibilities

• Manage client relationships for excellent client experience.
• Coordinate client account lifecycle events with stakeholders.
• Nurture relationships with clients and internal stakeholders.
• Liaise between functional teams to drive process improvement.
• Lead client and internal calls to meet implementation deliverables.
• Produce clear reports for clients and internal teams.

Skills

Project management

Client partnership building

Communication skills

Problem-solving

Analytical skills

Tools

Microsoft Office

Job description

Job Description

Join our dynamic team and enhance client experiences through seamless account data management!

Overview

As an Investment Middle Office Service Delivery Senior Associate in Client Account Services (CAS) Team, you will be responsible for ensuring account reference data readiness for our Investment Middle Office Service clients. You will manage external client relationships and collaborate with key internal stakeholders across business, operations, and technology to fulfil client business requirements. You will enhance the client experience in routine lifecycle management by implementing straight-through processing within our robust operating model and ecosystem, ensuring accurate and efficient market setup. You will also be involved in coordinating end-to-end client account reference data requests, including product expansions, new account launches, and onboarding of new third parties.

Responsibilities

• Manages client relationships to consistently deliver an excellent client experience.
• Coordinates client account lifecycle events with stakeholders, ensuring successful setups for fund launches, segregated mandates, new third parties, and closures.
• Fosters long-term value by nurturing relationships with clients and key internal stakeholders.
• Serves as the key liaison between functional teams, including Client Services, Operations, Technology, and Change Management.
• Collaborates with internal stakeholders to drive continuous process improvement and actively shape the future target operating model.
• Leads client and internal calls to ensure implementation deliverables are met and manage any issues that arise.
• Produces clear and concise reports for clients and internal teams, detailing toll gates, next actions, and status updates tailored to the audience.

Required qualifications, capabilities and skills

• Experience in managing projects and events to successful completion.
• Skilled at building strong partnerships with clients, business, operations, technology, and other stakeholders within a matrix organization.
• Possess excellent oral and written communication skills with a positive attitude.
• Professional in handling escalations, prioritizing tasks, and solving problems.
• Capable of logically analyzing complex problems to meet daily Service Level Agreements (SLA).
• Detail-oriented with the ability to challenge and enhance current operating practices.
• Proficient in Microsoft Office with strong written and oral communication skills.

Preferred qualifications, capabilities and skills

• Knowledgeable in Middle Office and market functions.
• Experienced in business improvement and optimizing operating practices.
• Proven ability to work effectively in a team and adapt to changing environments

About Us

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

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.