Client Operations Associate - Markets Operations

JP Morgan Chase; Taguig; Presencial; PHP 700.000 - 1.200.000; Jornada completa

Descripción de la vacante

JPMorganChase in Metro Manila seeks a Client Onboarding Operations Associate to coordinate end-to-end onboarding and lifecycle delivery for investment products by aligning stakeholders, managing timelines, and maintaining disciplined documentation and governance.

You will drive execution across multiple workstreams, identify risks early, and elevate issues to keep delivery on track, while contributing to continuous improvement and playbook refinements based on lessons learned.

Formación

• Bachelor's degree
• Experience in client onboarding, client service, or client-facing operations within financial services and/or the hedge fund industry
• Ability to independently manage complex workstreams, prioritize competing demands, and exercise sound judgement under tight deadlines
• Demonstrated ability to identify risks early, elevate issues appropriately, and drive resolution across multiple stakeholder groups
• Strong organizational skills, including governance structuring, documentation rigor, and timeline management across concurrent engagements
• Proficiency with Microsoft Office tools for documentation, reporting, and stakeholder communication
• Strong analytical and problem-solving skills, with a proactive continuous-improvement mindset
• Ability to build trusted, durable relationships across clients and internal functions in a multicultural environment

Responsabilidades

• Lead end-to-end execution of multiple complex, bespoke client onboarding initiatives across regions
• Coordinate operational due diligence, production readiness checks, go-live oversight, and post-launch stabilization
• Partner with stakeholders to confirm scope, define success metrics, and provide transparent status updates with clear next steps
• Translate business and operational requirements into actionable execution plans for cross-functional delivery teams
• Identify delivery risks early, elevate issues through appropriate channels, and drive timely resolution
• Align delivery across sales, product, client service, transition management, operations, and technology partners
• Establish and maintain delivery governance by tracking milestones, dependencies, decisions, and outcomes
• Maintain thorough documentation to support auditability, change traceability, and effective handoffs
• Improve onboarding playbooks, templates, and ways of working using insights from completed engagements

Conocimientos

Client onboarding

Stakeholder management

Governance

Documentation

Project management

MS Office

Analytical skills

Multicultural teamwork

Educación

Bachelor's degree

Herramientas

Microsoft Office

Descripción del empleo

Job Description:

Make onboarding feel effortless-for clients and internal teams. In this role, you will coordinate complex onboarding and account lifecycle initiatives that enable investment products to launch smoothly and operate reliably. You will work across functions to drive delivery transparency, strong documentation, and control awareness. If you enjoy solving ambiguity, aligning stakeholders, and improving how work gets done, this team offers broad exposure and meaningful impact.

As a Client onboarding operations associate in the Client onboarding management team, you will coordinate end-to-end onboarding and account lifecycle delivery for investment products by aligning stakeholders, managing timelines, and maintaining disciplined documentation and governance. You will drive execution across multiple workstreams, proactively identify risks, and elevate issues to keep delivery on track. You will also contribute to continuous improvement by refining playbooks and working practices based on lessons learned.

Job responsibilities

• Lead end-to-end execution of multiple complex, bespoke client onboarding initiatives across regions
• Coordinate operational due diligence, production readiness checks, go-live oversight, and post-launch stabilization
• Partner with stakeholders to confirm scope, define success metrics, and provide transparent status updates with clear next steps
• Translate business and operational requirements into actionable execution plans for cross-functional delivery teams
• Identify delivery risks early, elevate issues through appropriate channels, and drive timely resolution
• Align delivery across sales, product, client service, transition management, operations, and technology partners
• Establish and maintain delivery governance by tracking milestones, dependencies, decisions, and outcomes
• Maintain thorough documentation to support auditability, change traceability, and effective handoffs
• Improve onboarding playbooks, templates, and ways of working using insights from completed engagements

Required qualifications, capabilities and skills

• Bachelor's degree
• Experience in client onboarding, client service, or client-facing operations within financial services and/or the hedge fund industry
• Ability to independently manage complex workstreams, prioritize competing demands, and exercise sound judgement under tight deadlines
• Demonstrated ability to identify risks early, elevate issues appropriately, and drive resolution across multiple stakeholder groups
• Strong organizational skills, including governance structuring, documentation rigor, and timeline management across concurrent engagements
• Proficiency with Microsoft Office tools for documentation, reporting, and stakeholder communication
• Strong analytical and problem-solving skills, with a proactive continuous-improvement mindset
• Ability to build trusted, durable relationships across clients and internal functions in a multicultural environment

Preferred qualifications, capabilities and skills

• Familiarity with prime brokerage and/or hedge fund products and the operational and technology dependencies critical to successful onboarding
• Experience supporting regional or cross-border onboarding efforts in Asia-Pacific, including China-related requirements
• Formal project management training and demonstrated stakeholder management experience
• Experience driving cross-regional delivery through knowledge sharing and process improvement initiativesl>

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.

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.