Associate Client Support

JPMorgan Chase Bank; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

JPMorgan Chase Bank in Mumbai seeks an Asset Management Client Onboarding & Implementation Professional to shape and drive our onboarding strategy, ensuring alignment with global standards and client needs. You will lead multi-stakeholder projects, manage end-to-end onboarding for accounts across funds and mandates, and translate business requirements into actionable plans and runbooks.

The role requires strong project management, stakeholder engagement, and the ability to deliver under tight

Qualifications

• Graduates/Post graduates with minimum 6 years experience in the Financial Services industry
• Strong stakeholder management skills and ability to build effective relationships across varying seniority levels
• Proven project management capability to manage multiple concurrent initiatives end-to-end
• Strong ability to manage workstreams from initiation through post-implementation review
• Excellent time management and delivery focus; able to work independently when required
• Strong MS Office skills (Excel, Word, PowerPoint) and ability to use web-based technology effectively
• Strong verbal, written, and interpersonal communication skills with senior stakeholders and clients
• Disciplined, self-motivated approach with initiative to propose and execute process enhancements
• Strategic thinking with the ability to adapt to change

Responsibilities

• Engage key stakeholders to deliver tactical and strategic projects that identify opportunities, reduce risk, enhance controls, and improve client service.
• Lead onboarding and ongoing management of new accounts across JPMorgan Funds, ETFs, and Institutional mandates (including lifecycle events such as mergers, liquidations, closures, in-species transfers, and custody changes).
• Drive account-related projects, including operating model design/implementation, new market implementations, and regulatory-driven programs.
• Implement fund and client-driven initiatives and manage the end-to-end lifecycle of multi-faceted initiatives within the strategic pipeline.
• Maintain onboarding and event documentation, including checklists, account opening information, product specifications, project plans, and related materials.
• Schedule and chair regular Front Office, Operational, and workstream meetings, documenting actions and tracking progress to completion.
• Project-manage initiatives from win through funding for Institutional initiatives, coordinating concurrent workstreams to agreed timeframes.
• Translate business requirements into project plans, onboarding checklists, process flows, runbooks, and status reporting to ensure transparency and alignment.
• Communicate effectively with clients and internal partners to understand expectations, manage dependencies, and exceed stakeholder expectations.
• Escalate issues in a timely manner to drive resolution and root-cause analysis, applying judgement and creative problem-solving as needed.
• Develop strategic, scalable end-to-end operating models and procedures, supporting best practices and consistency across the global team and external partners.

Skills

Stakeholder mgmt

PM skills

Communication

MS Office

Time mgmt

Strategic thinking

Process improvement

Education

Graduate/Postgraduate in Finance/related field

Job description

You are a strategic thinker passionate about driving solutions in Asset Management Client Onboarding & Implementation. You have found the right team.

As Asset Management Client Onboarding & Implementation Professional within our dynamic team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Engage key stakeholders to deliver tactical and strategic projects that identify opportunities, reduce risk, enhance controls, and improve client service.
• Lead onboarding and ongoing management of new accounts across JPMorgan Funds, ETFs, and Institutional mandates (including lifecycle events such as mergers, liquidations, closures, in-species transfers, and custody changes).
• Drive account-related projects, including operating model design/implementation, new market implementations, and regulatory-driven programs.
• Implement fund and client-driven initiatives and manage the end-to-end lifecycle of multi-faceted initiatives within the strategic pipeline.
• Maintain onboarding and event documentation, including checklists, account opening information, product specifications, project plans, and related materials.
• Schedule and chair regular Front Office, Operational, and workstream meetings, documenting actions and tracking progress to completion.
• Project-manage initiatives from win through funding for Institutional initiatives, coordinating concurrent workstreams to agreed timeframes.
• Translate business requirements into project plans, onboarding checklists, process flows, runbooks, and status reporting to ensure transparency and alignment.
• Communicate effectively with clients and internal partners to understand expectations, manage dependencies, and exceed stakeholder expectations.
• Escalate issues in a timely manner to drive resolution and root-cause analysis, applying judgement and creative problem-solving as needed.
• Develop strategic, scalable end-to-end operating models and procedures, supporting best practices and consistency across the global team and external partners.

Required qualifications, capabilities and skills

• Graduates/Post graduates with minimum 6 years experience in the Financial Services industry
• Strong stakeholder management skills and ability to build effective relationships across varying seniority levels.
• Proven project management capability to manage multiple concurrent initiatives end-to-end.
• Strong ability to manage workstreams from initiation through post-implementation review.
• Excellent time management and delivery focus; able to work independently when required.
• Strong MS Office skills (Excel, Word, PowerPoint) and ability to use web-based technology effectively.
• Strong verbal, written, and interpersonal communication skills with senior stakeholders and clients.
• Strong problem-solving skills with the ability to resolve issues and drive outcomes.)
• Disciplined, self-motivated approach with initiative to propose and execute process enhancements.
• Strategic thinking with the ability to adapt to change.

Preferred qualifications, capabilities and skills

• Asset Management experience or relevant Investment Banking / Wealth Management experience.
• Solid financial product knowledge (Equity, Fixed Income, Currency, Derivatives, and Funds).
• Trade flow knowledge from event inception and trade execution through to operational settlement.