WKO Client Office Middle Office Associate

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Bournemouth seeks a KYC Middle Office Associate to manage onboarding and KYC processes. The successful candidate will build strong relationships with clients and internal teams while ensuring compliance and accuracy in client information. You will engage in KYC execution, prioritize requests, and improve processes within a fast-paced environment. Strong communication skills and knowledge of KYC/AML standards are essential for this role.

Qualifications

• Experience in conflict resolution and effective communication.
• Ability to partner and influence internal stakeholders.
• Knowledge of various client types across the financial sector.

Responsibilities

• Manage KYC requests for New Business/Renewals and prioritize tasks.
• Build partnerships and eliminate roadblocks with internal teams.
• Ensure accuracy, completeness, and compliance of client information.
• Coordinate case prioritization with Global Maker teams.
• Identify process improvements and train peers on good practices.

Skills

Strong written and oral communication skills

Resilient interpersonal skills

Client focused approach

Proactive and flexible in workload management

Knowledge of KYC/Compliance/AML standards

Sound understanding of the Financial Industry

Job description

Are you interested in developing news skills in an inclusive and fast growing team? As a KYC Middle Office Associate within our Front Office team, you will serve as the primary contact and expert on onboarding new customers, handling additional business requests, and renewing existing customer KYC records. Your role will involve facilitating KYC execution across all teams, including new business and renewals, as well as remediation activities. You will establish strong relationships with both our internal and external customers, ensuring that the KYC component of the client onboarding process is exceptional, efficient, and world-class.

Job responsibilities

• Manages the KYC book of work New Business/Renewals for your designated Front Office sub-LOB to prioritise active requests, provide status updates of key onboardings managing the end to end process
• Is aware of Business forward planning
• Builds and develops strong partnerships, identifies challenges and eliminates roadblocks with all internal partners
• Works with the Front Office teams, directing clients as required, to obtain all necessary supporting evidence to fulfil KYC due diligence
• Ensures all information to and from our Clients is accurate, complete and compliant with AML, Local and Corporate Due Diligence requirements
• Coordinates case prioritization, capacity planning, and assignment with our Global Maker teams and QC
• Stays up to date of any changes to processes and procedures, regulatory change and ensures impacts are communicated to our business partners
• Manages personal workload and priorities ensuring timely escalation of key risks/issues to management
• Identifies and executes process improvements, provides guidance and support on key process and technology initiatives to the business
• Works as a role model to peers and drives training and sharing of good practices
• Might lead peers engaged on the same portfolio

Required qualifications, capabilities, and skills

• Strong written and oral communication skills with experience of conflict resolution
• Resilient interpersonal skills, ability to partner with internal stakeholders, influencing and negotiating effectively with business partners and senior managers
• Client focused whist maintaining a strong controls mind-set
• Proactive and flexible approach to personal workload and wider team targets
• Effective at managing time appropriately and organising workload for maximum productivity
• Working knowledge of KYC/Compliance/AML standards
• Sound understanding of the Financial Industry
• Knowledge of multiple client types (i.e. Corporates, Non-Banking Financial Institutions, Banks, Foreign Correspondent Banks, Non-Operating/Asset Holding Companies, Governments, Organizations, Publicly Traded Companies, Small and Large Privately Held Operating Companies)