At a Glance
- Tasks: Support client onboarding and manage KYC processes for an exceptional client experience.
- Company: Join J.P. Morgan, a leading global financial services firm.
- Benefits: Gain valuable experience in a fast-paced environment with potential for career growth.
- Other info: Inclusive recruitment process with support available for all candidates.
- Why this job: Be part of a dynamic team and make a real impact in client relations.
- Qualifications: Customer-focused, adaptable, and proficient in MS Office; Salesforce experience is a plus.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking an Escrow Client Onboarding Analyst to join J.P. Morgan in London on an initial 6 months contract. In this role, you will support Escrow Sales Executives in managing client onboarding, coordinating Anti‑Money Laundering (AML) and Know Your Customer (KYC) processes, maintaining client documentation, and providing day‑to‑day support across the sales lifecycle to help deliver an exceptional client experience. Previous experience of Salesforce is also a plus.
Key Responsibilities
- Product and Risk Knowledge: Understand escrow products, associated risks, clients, and sales strategies is highly advantageous.
- Client Onboarding: Review and ensure proper client documentation for KYC compliance.
- Communication and Coordination: Liaise with clients and internal teams to manage KYC documentation and timelines.
- KYC Process Management: Oversee KYC approvals, address queries, and ensure checks are completed before closing deals.
- Risk Management: Work with compliance teams to address and resolve risk issues as needed.
- Sales System Management: Enter deal information into the sales system, manage pipeline reports, and participate in meetings.
- Business Development Support: Assist in research and preparation for sales calls.
- Client Correspondence: Prepare marketing and follow‑up materials for clients.
Qualifications
- Customer‑focused with multitasking ability in a fast‑paced environment.
- Ability to work under pressure and meet deadlines.
- Adaptable to changes in processes and workflows.
- Excellent communication, presentation, organization, and time‑management skills.
- Critical thinking and creativity for business development.
- Proficient in MS Office and internet‑based systems.
- Positive, team‑oriented, self‑starter, resourceful, and analytical.
- Knowledge and experience of Know Your Customer (KYC)/ Customer Due Diligence (CDD) compliance and AML regulations is a plus.
- Knowledge or experience in M&A or institutional escrow services is a plus.
- Experience with Salesforce is a big plus.
- Experience in banking or financial services preferred.
This role requires a proactive individual who can manage multiple tasks, ensure compliance, and effectively support sales efforts.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Escrow Client Onboarding Analyst in London employer: J.P. Morgan
As a leading global financial institution, we pride ourselves on fostering a dynamic and inclusive work environment that empowers our employees to excel. The Head of Markets Tax Operations role offers unparalleled opportunities for professional growth, collaboration across diverse teams, and the chance to drive innovation in tax operations while working in vibrant locations like Spain, Italy, and Hungary. Join us to be part of a culture that values excellence, embraces technology, and prioritises employee development, ensuring you can make a meaningful impact in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Escrow Client Onboarding Analyst in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like J.P. Morgan.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like J.P. Morgan might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Escrow Client Onboarding Analyst in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at J.P. Morgan will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at J.P. Morgan. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give J.P. Morgan confidence in your short-term commitment to the role.
How to prepare for a job interview at J.P. Morgan
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with J.P. Morgan.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure J.P. Morgan that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
