At a Glance
- Tasks: Manage client relationships and deliver exceptional account services for investment clients.
- Company: Join a leading financial services firm with a global presence.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Dynamic team environment with opportunities to shape future operating models.
- Why this job: Make a real impact by enhancing client experiences and driving operational improvements.
- Qualifications: Project management experience and strong communication skills are essential.
The predicted salary is between 60750 - 74250 £ per year.
Discover what stakeholders value most and deliver results with confidence! As an Investment Middle Office Services Delivery Senior Associate in Client Account Services (CAS) Team, you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team services our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.
The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements. We continuously strive to enhance the client experience of BAU lifecycle management through straight-through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.
Job responsibilities
- Manage client relationships to deliver a consistent excellent client experience.
- Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up - Fund launches, Seg Mandates, New 3rd Parties and Closures.
- Create long term value through the nurturing of client and key internal stakeholder relationships.
- Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management).
- Process Improvement – Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model.
- Lead client and internal calls to drive implementation deliverables and issue management.
- Produce reporting to client and internally – Toll gates, next actions and status through clear, concise, and audience specific updates.
Required qualifications, capabilities and skills
- Experience in managing projects/events to completion.
- Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organisation.
- Demonstrate excellent oral and written communication skills and a positive attitude.
- Professional approach to escalation, prioritisation and problem solving.
- Logical analysis of complex problems to drive resolutions against daily SLAs.
- Detail orientated and able to challenge and improve current operating practices.
- Strong Microsoft Office skills and excellent written and oral communication skills.
Preferred qualifications, capabilities and skills
- Experience or knowledge in Middle Office functions.
- Background of business improvement and optimisation of operating practices.
- Demonstrated ability to work in a team environment, and ability to adapt to a changing environment.
Investment Middle Office Services Delivery Senior Associate in London employer: J.P. Morgan Chase & Co.
At J.P. Morgan, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of Bournemouth. As a Principal Software Engineer, you'll have the opportunity to lead impactful projects while benefiting from our commitment to employee growth through continuous learning and development initiatives. Join us to be part of a diverse team that values your contributions and supports your career aspirations in a globally recognized financial services firm.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Middle Office Services Delivery Senior Associate in London
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We think you need these skills to ace Investment Middle Office Services Delivery Senior Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to J.P. Morgan Chase & Co..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at J.P. Morgan Chase & Co.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with J.P. Morgan Chase & Co..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at J.P. Morgan Chase & Co. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former J.P. Morgan Chase & Co. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
