As a EMEA Client Onboarding Management Associate in EMEA Client Onboarding Management team, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client Service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity and design/implement new operating models, this may be the role for you.
Job ResponsibilitiesManages new account onboarding for Institutional Client mandates, including Segregated portfolios, Advisory and Sub-Advisory mandates, and lifecycle events such as Mergers, Liquidations, Closures, In-Species, and Custody ChangesActs as the point of contact with and for the Client during the end-to-end onboarding timeline.
Upon a new business win, introduce yourself as the onboarding specialist lead and take responsibility for end-to-end Client engagement, coordination, and management until fundingLeads internal stakeholder and external Client meetings to ensure events are effectively scoped, managed, and delivered within agreed timeframes, providing an excellent level of Client serviceCompletes and maintains event documentation, including onboarding checklists, account opening information, product specifications, project plans, and any other related documentsCollaborates effectively across internal teams to leverage expertise, products, and service delivery.
Lead business support initiatives, including representation at Control Committee Meetings or through the New Instrument Approval processDemonstrates strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risksSupports the global client onboarding teams to develop best practice standards and consistency, and identify ways to improve processes/procedures to enhance the Client experience
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Required qualifications, capabilities, and skillsAbility to clearly and effectively communicate with clients, both verbally and in writing which includes active listening, understanding client needs, and conveying information in a way that is easy to understandBuilding and maintaining positive relationships with clientsStrong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and ClientsExcellent time management skillsCollaborating with other team members to provide comprehensive client supportA solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds InvestmentTrade flow knowledge from event inception, trade execution through to operational settlementA strong understanding of Fund Accounting, Transfer Agency and CustodyProject Management experience with the ability to manage initiatives concurrently end to endManaging multiple client requests and tasks efficiently is important to ensure timely responses and resolutionsStrong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively
Preferred qualifications, capabilities, and skillsAsset Management or relevant Investment Banking, Wealth Management experienceAbility to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, AlteryxJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. xohmjla Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Full timePosting Date: 2026-10-09
Asset Management, EMEA Client Onboarding Management, Associate in Vauxhall 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.
