Onboarding Specialist - Senior Associate

Testing Site - JPMC; Greater London; Sur place; GBP 65 000 - 90 000; Plein temps

Résumé du poste

Testing Site - JPMC seeks an Onboarding Specialist to manage end-to-end implementation of Institutional client mandates for the EMEA team. You will collaborate with Clients, Investment Desks, Product Development and Compliance to deliver a seamless onboarding experience.

You will lead stakeholder meetings, maintain documentation, and ensure timely funding while identifying process improvements to enhance client outcomes. Strong PM and client service focus are essential.

Qualifications

• Strong written and verbal communication with clients and stakeholders.
• Build and sustain positive client relationships with professionalism.
• Proven project management experience across end-to-end initiatives.
• Solid knowledge of financial products: equities, bonds and funds.
• Understanding trade flow from inception to settlement and related custody.
• Proficient in MS Office and data-driven reporting.
• Capable of working independently and delivering to deadlines.

Responsabilités

• Project manage end-to-end onboarding for institutional mandates, including mergers and changes.
• Act as primary client contact during onboarding, coordinating timelines and funding.
• Lead internal and client meetings to scope, plan and deliver events on time.
• Maintain onboarding documentation, checklists and product specs.
• Perform control checkpoints and approvals before launch of mandates.
• Collaborate across teams to leverage expertise and service delivery.
• Identify risks, report status, and drive risk mitigation and process improvements.

Connaissances

Client communication

Relationship building

Project management

Financial product knowledge

Trade flow knowledge

MS Office

Independent working

Outils

Python

Tableau

Alteryx

Description du poste

Department Description

You will join the EMEA Client Onboarding Management team who are responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team, work cross-functionally with Clients, Senior Representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter experts in Investment Operations, Technology and Third-Party vendors.

Posting Description

As an Onboarding Specialist, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client Service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity and design/implement new operating models, this may be the role for you.

Job Responsibilities

• Project managingnew account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
• Act as the point of contact with and for the Client during the end-to-end onboarding timeline. At the point of new business win, you will be introduced as the onboarding specialist lead and you will be responsible for end-to-end Client engagement, coordination and management until funding.
• Leading internal stakeholder and external Client meetings to ensure events are effectively scoped, managed and delivered within agreed timeframes providing an excellent level of Client service.
• Completing and maintaining event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents. Additionally, perform control checkpoints and authorization of Client mandates prior to launch.
• Collaborate effectively across internal teams to leverage expertise, products and service delivery. Lead on business support initiatives including representation at Control Committee Meetings or through the New Instrument Approval process.
• Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks.
• Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experience.

Required qualifications, capabilities, and skills

• The ability to clearly and effectively communicate with clients, both verbally and in writing, is essential. This includes active listening, understanding client needs, and conveying information in a way that is easy to understand.
• Building and maintaining positive relationships with clients is essential. This involves being empathetic, patient, and approachable.
• Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients. Excellent time management skills.
• Collaborating with other team members to provide comprehensive client support.
• A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
• Trade flow knowledge from event inception, trade execution through to operational settlement. A strong understanding of Fund Accounting, Transfer Agency and Custody.
• Project Management experience with the ability to manage initiatives concurrently end to end.
• Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions.
• Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.
• Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively.
• Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required.

Preferred qualifications, capabilities, and skills

• Excellent time management skills.
• Asset Management or relevant Investment Banking, Wealth Management experience.
• Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx.