Prime Financial Services Client Onboarding Associate

JP Morgan Chase; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

JP Morgan Chase is seeking a Client Onboarding Associate in New York to manage day-to-day onboarding setups for hedge funds and asset managers. You will ensure operational requirements are completed accurately and on time, collaborating with internal and external teams to deliver a seamless onboarding experience while maintaining high standards of execution and client service.

The role requires coordinating account openings, tracking pipelines, and driving improvements in onboarding workflows.

Qualifications

• Minimum of 2 years of professional experience managing and executing initiatives.
• Strong problem-solving skills with the ability to independently investigate issues and drive them toward resolution.
• Proactive mindset with a strong sense of accountability and ownership over assigned responsibilities.
• Ability to work independently while collaborating effectively within a team environment.
• Strong data and technology proficiency, with a willingness to learn and implement new and emerging technologies that support evolving business needs.

Responsibilities

• Serve as a key point of contact for internal and external stakeholders throughout the onboarding lifecycle, providing timely updates on outstanding requirements, deliverables, and potential delays.
• Coordinate and facilitate account openings, ensuring all required documentation, approvals, and operational setups adhere to established procedures, controls, and standards.
• Proactively track and manage onboarding pipelines, ensuring requests are progressing and outstanding items are followed up on through completion.
• Partner with various internal teams, including Transitions, Account Management, Sales & Trading, Middle Office Client Service, and more to coordinate deliverables and resolve onboarding-related issues.
• Identify, investigate and resolve operational discrepancies and onboarding challenges, escalating complex issues when appropriate.
• Continuously look for ways to improve existing workflows, streamline processes, and enhance the overall client onboarding experience.
• Support additional operational initiatives and ad hoc requests as business needs arise.

Skills

Onboarding coordination

Problem solving

Ownership & accountability

Independent work

Data & tech proficiency

Job description

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan, where you'll be responsible for the day-to-day coordination of onboarding setups for hedge funds and asset managers. You will ensure all operational requirements are completed accurately, efficiently, and within established timelines. Additionally, you will work very closely with a wide variety of internal and external teams to provide a seamless onboarding experiencing while maintaining a high standard of operational execution and client service. Join our diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

Job responsibilities

• Serve as a key point of contact for internal and external stakeholders throughout the onboarding lifecycle, providing timely updates on outstanding requirements, deliverables, and potential delays.
• Coordinate and facilitate account openings, ensuring all required documentation, approvals, and operational setups adhere to established procedures, controls, and standards.
• Proactively track and manage onboarding pipelines, ensuring requests are progressing and outstanding items are followed up on through completion.
• Partner with various internal teams, including Transitions, Account Management, Sales & Trading, Middle Office Client Service, and more to coordinate deliverables and resolve onboarding-related issues.
• Identify, investigate and resolve operational discrepancies and onboarding challenges, escalating complex issues when appropriate.
• Continuously look for ways to improve existing workflows, streamline processes, and enhance the overall client onboarding experience.
• Support additional operational initiatives and ad hoc requests as business needs arise.

Required qualifications, capabilities, and skills

• Minimum of 2 years of professional experience managing and executing initiatives, with the ability to effectively coordinate deliverables and drive tasks through completion.
• Strong problem-solving skills and the ability to independently investigate issues and drive them toward resolution.
• Proactive mindset with a strong sense of accountability and ownership over assigned responsibilities.
• Ability to work independently while collaborating effectively within a team environment.
• Strong data and technology proficiency, with a willingness to learn and implement new and emerging technologies that support evolving business needs.

Preferred qualifications, capabilities, and skills

• Previous experience supporting Equity Prime Brokerage, Fixed Income Prime Brokerage, and/or Equity Swap clients.
• Proven ability to manage end-to-end client onboarding processes to ensure a smooth experience for new and existing institutional clients.
• Familiarity with client onboarding workflows and Prime Brokerage account structures.
• Experience in driving continuous improvement in operating platforms, using innovation, and design thinking techniques.