NA Markets Transition Management - Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Testing Site - JPMC is seeking a Market Transition Associate to partner with Markets Sales, Trading and clients to onboard and prepare accounts for trading. You will coordinate with Reference Data, KYB, Accounts, Credit, Legal and Operations to ensure timely onboarding and excellent client service.

The role emphasizes project management, client-facing activities, and cross-functional collaboration in a fast-paced, global environment across the US, Europe and Asia Pacific regions.

Qualifications

• Minimum of three years experience in client facing role within financial services industry.
• Excellent client & stakeholder communication and relationship building skills.
• Excellent project management, organizational, and time management skills.
• Strong understanding of the institutional client landscape, with insight into the markets trading products used in client strategies.

Responsibilities

• Establish and maintain relationships with senior level client contacts and deliver onboarding requirements with urgency.
• Manage diverse client base including Asset Managers, Pension Funds, Alternatives and Banks to provide excellent onboarding experience.
• Direct delivery of client onboarding through go-live; provide updates to clients and internal stakeholders; host calls and follow up on actions.
• Build strong relationships with internal partners to ensure transparent and efficient onboarding service.

Skills

Client facing

Communication

Project management

Time management

Stakeholder management

Financial services

Tools

Microsoft Office

Job description

Markets Transition Management is a fast paced, client and business facing role with growing digital capabilities. This dynamic and evolving team offers tremendous opportunity for those interested in client service, financial markets and digitalization.

As a Market Transition Associate within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products. You will manage incoming onboarding requests, assess and relay requirements, host client & stakeholder meetings and coordinate with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, business and Digital Client Service organizations. The team operates globally, supporting clients and Corporate and Investment Bank Markets business in United States, Europe and Asia Pacific regions.

Job responsibilities

• Establish and maintain relationships with senior level client contacts. Ensure that client requirements are delivered accurately and with a sense of urgency. Proactively lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process.
• Manage diverse client base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced, multi asset class and evolving environment while adhering to controls and transparency requirements.
• Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients and internal stakeholders on transition status. Host client calls, manage agenda and execute follow up points. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.
• Build strong relationships with internal partners, e.g., Trading, Sales, Credit, Legal, Reference Data, Know Your Client, and Operations teams to establish transparent, controlled and efficient environment and facilitate achievement of "best in class" onboarding service.

Required qualifications, capabilities, and skills

• Minimum of three years experience in client facing role within financial services industry
• Excellent client & stakeholder communication and relationship building skills.
• Excellent project management, organizational, and time management skills
• Strong understanding of the institutional client landscape, with insight into the markets trading products utilized in client strategies.
• Ability to manage large client pipelines, host client meetings and correspond with senior partners internally and at client.
• Strong problem-solving capabilities, ability to listen to client requirements, prescribe path forward, anticipate potential issues and seek to mitigate/escalate potential issues as appropriate.
• Results-focused, ability to manage high volume of requests in dynamic operating environment.
• Ability to navigate diverse process flows and data sets and drive process enhancements.
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint)

Preferred qualifications, capabilities and skills

• Experience working with Digital Onboarding vendor platforms (e.g. Markit & Saphyre)
• Experience designing technology enhancements and use of business analytic/automation tools.
• Business Analytics experience and/or proficiency with data management tools, e.g., Python, Alteryx, Tableau, QlikView