Client Account Services Specialist - Associate in Bournemouth

We offer a unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. As a Client Account Services Specialist - Associate in the Margin Services Service Delivery Team, you will be part of a client-facing group whose core responsibilities include:

• Managing advanced/complex client account onboarding.
• Consulting and guiding clients through account opening, closure, and maintenance requirements.
• Managing client and internal partner queries related to account reference data.
• Developing onboarding strategies for major implementations aligning priorities appropriately to meet deadlines.
• Managing end-to-end account activities projects including fund launches, closures, mergers, and remediations.
• Managing end-to-end client queries and providing guidance to clients on account request requirements.
• Identifying and executing process improvements and providing support on key process and technology initiatives; identifying opportunities to eliminate manual processes by leveraging digital tools.
• Developing strong working relationships with key internal partners to provide seamless client delivery and identifying opportunities for process improvements with a focus on quality, efficiency, and timeliness.
• Maintaining comprehensive knowledge of the account opening and maintenance workflow and end-to-end ownership of all related requirements including SLAs and KPIs.
• Developing and maintaining email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks, and processes.
• Demonstrating strong time management skills, self-direction, and capability of dealing with high pressure, time-sensitive tasks.
• Exhibiting flexibility and operating in a changeable environment.
• Possessing organizational, analytical, and problem resolution skills.
• Demonstrating strong teamwork and influencing skills.
• Having oral and written communication skills to effectively interface with clients and internal partners.
• Proficiency in MS Office.
• Client relationship management.

Preferred qualifications, capabilities, and skills include:

• Collateral and/or Tri-Party workflow, product, processes, and procedures knowledge.
• Wider Securities Services industry knowledge.
• Experience with digital tools - Xceptor, Tableau, Alteryx.

J.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.

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world.