Strategic Client Onboarding & Accounts Specialist

Aumni

New York (NY)

Presencial

GBP 45 000 - 60 000

Tempo integral

14 dias+

Uma candidatura completa num minuto

Currículo e carta de apresentação personalizados, prontos a enviar.

Ultrapassa os filtros ATS

Resumo da oferta

J.P. Morgan is seeking a Client Account Services Specialist in the Collateral Service Delivery Team in the UK. This client-facing role involves onboarding, guiding clients through account openings and closures, and handling maintenance requests while resolving queries from clients and internal partners.

The position emphasizes strong time management, adaptability, and excellent communication across teams. Experience with digital tools and a focus on quality, efficiency, and timely delivery are

Qualificações

  • Strong time management, able to handle high pressure and time-sensitive tasks
  • Flexible and able to operate in a changing environment
  • Organizational, analytical and problem resolution skills
  • Strong teamwork and influencing skills
  • Excellent client interfacing communication (oral/written)
  • MS Office proficiency
  • Experience in client relationship management

Responsabilidades

  • Develop onboarding strategies for major implementations to meet deadlines
  • Manage end-to-end account activities and projects including launches, closures, mergers and remediation
  • Handle end-to-end client queries and guide on account requirements
  • Identify and implement process improvements; reduce manual processes via digital tools
  • Build strong relationships with internal partners to ensure seamless client delivery and improve quality and timeliness
  • Maintain knowledge of account opening/maintenance workflows and ownership of related SLAs & KPIs
  • Develop and maintain email workflow tools and ensure data integrity

Conhecimentos

Time management
Change adaptability
Organizational skills
Analytical/problem solving
Teamwork & influencing
Oral & written communication
MS Office proficiency
Client relationship management

Ferramentas

Xceptor
Tableau
Alteryx

Descrição da oferta de emprego

J.P. Morgan is seeking a Client Account Services Specialist in the Collateral Service Delivery Team in the UK. This client-facing role involves onboarding, guiding clients through account openings and closures, and handling maintenance requests while resolving queries from clients and internal partners.

The position emphasizes strong time management, adaptability, and excellent communication across teams. Experience with digital tools and a focus on quality, efficiency, and timely delivery are

Obtém a tua avaliação gratuita e confidencial do currículo.

ou arrasta e larga o ficheiro aqui.

Similar jobs

Ofertas semelhantes que vale a pena comparar

Client Account Services Specialist
Client Account Services Specialist

Aumni • New York (NY)

Presencial
GBP 45 000 - 60 000
Prime Financial Services Client Onboarding Associate
Prime Financial Services Client Onboarding Associate

JP Morgan Chase • New York (NY)

Presencial
USD 80 000 - 120 000
Client Onboarding Specialist - End-to-End for Hedge Funds
Client Onboarding Specialist - End-to-End for Hedge Funds

JP Morgan Chase • New York (NY)

Presencial
USD 80 000 - 120 000
Account Service Specialist I: Client Care & Solutions
Account Service Specialist I: Client Care & Solutions

JP Morgan Chase • Tempe (AZ)

Presencial
USD 32 000 - 46 000
Health coverage
On-site wellness centers
Retirement plan
+5
Client Onboarding Implementation Specialist
Client Onboarding Implementation Specialist

JP Morgan Chase • Charlotte (NC)

Presencial
USD 60 000 - 90 000
Agency Securities Finance Associate: Onboarding & Controls
Agency Securities Finance Associate: Onboarding & Controls

Aumni • New York (NY)

Presencial
GBP 90 000 - 130 000
Alternatives Client Account Manager (Onboarding & Servicing)
Alternatives Client Account Manager (Onboarding & Servicing)

Aumni • Jersey City (NJ)

Presencial
USD 90 000 - 130 000
Account Service Specialist I - Customer Care
Account Service Specialist I - Customer Care

JP Morgan Chase • Heathrow (FL)

Presencial
USD 32 000 - 45 000
Client Care Specialist – Financial Services (Entry)
Client Care Specialist – Financial Services (Entry)

JP Morgan Chase • Heathrow (FL)

Presencial
USD 36 000 - 48 000
Client Onboarding & Implementation Lead
Client Onboarding & Implementation Lead

JP Morgan Chase • Tampa (FL)

Presencial
USD 70 000 - 110 000