Strategic Client Onboarding & Accounts Specialist

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 30,000 - 42,000; Full time

Job summary

JPMorgan Chase & Co. in Bournemouth is seeking a Client Account Services Specialist to join the Collateral Service Delivery Team. You will support advanced client onboarding, guide account openings, closures and maintenance, and help clients navigate account reference data.

The role emphasizes delivering accurate data, responding to internal and client queries, and driving process improvements using digital tools to enhance efficiency and service quality.

Qualifications

• Strong time management; able to handle high-pressure, time-sensitive tasks.
• Flexible and adaptable to changeable environment.
• Excellent organizational, analytical, and problem solving skills.
• Effective client/partner communication, both oral and written.
• Proficient in MS Office applications.
• Experience in client relationship management.

Responsibilities

• Develop onboarding strategies for major implementations to meet deadlines.
• Manage end-to-end account activities and projects including launches, closures, mergers.
• Handle client queries and guide account requirements.
• Identify process improvements and support digitization efforts.
• Build strong relationships with internal partners to ensure smooth delivery.
• Maintain knowledge of account opening/maintenance workflows and SLAs.
• Maintain email workflow tool and ensure data integrity.

Skills

Time management

Flexibility

Organizational skills

Analytical skills

Communication

MS Office

Client relations

Teamwork

Tools

Xceptor

Tableau

Alteryx

Job description

JPMorgan Chase & Co. in Bournemouth is seeking a Client Account Services Specialist to join the Collateral Service Delivery Team. You will support advanced client onboarding, guide account openings, closures and maintenance, and help clients navigate account reference data.

The role emphasizes delivering accurate data, responding to internal and client queries, and driving process improvements using digital tools to enhance efficiency and service quality.