At a Glance
- Tasks: Manage client accounts and provide top-notch service in a fast-paced environment.
- Company: Join a dynamic team focused on client success and innovative solutions.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Exciting opportunities for process improvements and digital tool usage.
- Why this job: Be the go-to person for clients and make a real difference in their experience.
- Qualifications: Strong time management and communication skills; teamwork is key!
The predicted salary is between 29700 - 36300 £ per year.
Are you able to work in a fast paced environment and are passionate about client service? Then you found the right position for you! As a Client Account Services Specialist in the Collateral Service Delivery Team, you will be a part of a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirements as well as managing client & internal partner queries related to account reference data.
Job responsibilities
- Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines.
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations.
- Manages the end to end client queries and provides guidance to clients on account request requirements.
- Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools.
- Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness.
- Maintains a comprehensive knowledge of the account opening and maintenance workflow and end-to-end ownership of all related requirements including SLAs & KPIs.
- Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes.
Required qualifications, capabilities, and skills
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
- Ability to demonstrate flexibility and operate in a changeable environment.
- Organizational, analytical and problem resolution skills.
- Strong teamwork and influencing skills.
- Oral and written communication - ability to effectively interface with clients and internal partners.
- MS Office skills.
- Client relationship management.
Preferred qualifications, capabilities, and skills
- Collateral and/or Tri-Party workflow, product, processes and procedures knowledge.
- Wider Securities Services industry knowledge.
- Experience with digital tools – Xceptor, Tableau, Alteryx.
Client Account Services Specialist in Bournemouth employer: JPMorgan Chase & Co.
JPMorgan Chase & Co. is an exceptional employer, offering a dynamic work environment in the heart of London’s International Private Bank. With a strong emphasis on professional development, employees benefit from comprehensive training programs and opportunities for career advancement, all while enjoying a collaborative culture that values teamwork and innovation. The role of Executive Assistant not only provides a chance to work closely with senior leaders but also allows for meaningful contributions to the success of the team in a prestigious financial institution.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Services Specialist in Bournemouth
✨Tap into Campus Networks
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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We think you need these skills to ace Client Account Services Specialist in Bournemouth
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 JPMorgan 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 JPMorgan 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 JPMorgan Chase & Co..
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✨Show Your Passion for Finance
Since this is a full-time position, employers at JPMorgan 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 JPMorgan 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.
