Client Services Associate: Onboarding & Operations

JPMorgan Chase & Co.; Manila; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

JPMorgan Chase & Co. in Manila is seeking an Associate in Global Liquidity Client Services to support institutional clients with servicing inquiries, onboarding activities, and account maintenance requests from start to finish.

You will coordinate with internal partners to resolve operational items accurately and on time, while maintaining controls and driving process improvements in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent qualification.
• Minimum of 5 years of relevant experience in a financial services environment (e.g., asset management, banking, custody, or treasury services).
• Experience in one or more of the following: client servicing, onboarding, account maintenance, fund operations, or cash management support.
• Demonstrated ability to manage routine requests independently and support resolution of more complex issues with appropriate escalation.
• Strong client-service mindset with clear ownership and attention to detail.
• Strong written and verbal communication skills, with the ability to collaborate effectively across teams.
• Sound problem-solving and prioritization skills in a time-sensitive environment.
• Strong organizational skills and adaptability while managing multiple requests concurrently.
• Proficiency in Microsoft Excel and standard office applications.

Responsibilities

• Manage day-to-day client inquiries and service requests through completion, providing timely and accurate updates
• Investigate operational issues (e.g., settlements, interest claims, cash management requests, and banking-related queries) and elevate appropriately when needed
• Coordinate client, account, and fund onboarding activities, tracking progress and dependencies across stakeholders
• Complete account maintenance requests by ensuring required documentation and approvals are accurate and complete
• Partner with Operations, Product, Tax, Compliance, Legal, and other teams to drive resolution and reduce rework
• Maintain clear internal records of requests, decisions, and outcomes in line with procedures and controls
• Prioritize multiple requests effectively, balancing service expectations with quality and risk considerations
• Identify process pain points and propose practical improvements to simplify servicing and increase efficiency
• Support implementation of workflow, reporting, or automation enhancements as part of change initiatives
• Follow established policies and controls, raising risks, issues, and control gaps promptly

Skills

Client servicing

Onboarding

Account maintenance

Communication

Problem solving

Education

Bachelor’s degree or equivalent qualification

Tools

Microsoft Excel

Job description

JPMorgan Chase & Co. in Manila is seeking an Associate in Global Liquidity Client Services to support institutional clients with servicing inquiries, onboarding activities, and account maintenance requests from start to finish.

You will coordinate with internal partners to resolve operational items accurately and on time, while maintaining controls and driving process improvements in a fast-paced environment.