Overview
In this role you coordinate client onboarding to ensure readiness to trade across markets products. You will connect clients, sales teams, and internal partners in a fast-paced, global environment that values clarity and process discipline. You contribute to platform, automation, data, and metrics improvements to strengthen service delivery and enable a controlled onboarding experience. This position offers the opportunity to influence onboarding from end to end and collaborate across reference data, KYC, accounts, credit, legal, and operations.
Responsibilities
- Deliver an excellent client onboarding experience across a multi-asset class environment with emphasis on control and transparency
- Field and track onboarding requests, requirements, status updates, and timeframes for clients and internal partners
- Apply client, product, and process knowledge to answer questions and communicate clear onboarding steps
- Coordinate with sales teams and internal partners across reference data, know your customer, accounts, credit, legal, and operations processes
- Build strong working relationships to support a transparent, controlled onboarding environment
- Partner with technology, data, and operations teams to improve platforms, automation, reporting, and onboarding metrics
Key requirements
- Experience in a client-facing onboarding or relevant business partner role
- Knowledge of markets products, onboarding platforms, and core controls
- Strong client management, communication, and stakeholder engagement skills
- Excellent project management, organization, and time management skills
- Ability to manage a high volume of requests in a dynamic environment
- Ability to navigate varied process flows and data sets while identifying improvement opportunities
- Experience designing technology enhancements to improve onboarding
- Experience using analytics, automation, or data management tools
- Proficiency in Microsoft Office applications (Excel, Word, PowerPoint)
- communication
- stakeholder engagement
- organization
- data management
- automation
- business analytics
Markets Transition Manager – Senior Associate in London employer: JP Morgan Chase
Morgan is an exceptional employer, offering a dynamic work culture that prioritises diversity and inclusion while fostering employee growth through comprehensive coaching and development opportunities. As a global leader in financial services, we empower our teams to drive impactful product management and AI enablement, ensuring that every employee can contribute meaningfully to our clients' success in a collaborative environment located at the heart of the financial sector.
