As an Investment Middle Office Services Delivery Senior Associate in Client Account Services (CAS) Team, you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties. The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements. We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market. Job responsibilities
- Manage client relationships to deliver a consistent excellent client experience
- Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3^rd Parties and Closures
- Create long term value through the nurturing of client and key internal stakeholder relationships
- Communication - Key liaison between functional teams (Client Services, Operations, Technology, Change Management
- Process Improvement - Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model
- Lead client and internal calls to drive implementation deliverables and issue management
- Produce reporting to client and internally - Toll gates, next actions and status through clear, concise, and audience specific updates
Experience in managing projects/events to completion - Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization
- Demonstrate excellent oral and written communication skills and a positive attitude
- Professional approach to escalation, prioritization and problem solving
- Logical analysis of complex problems to drive resolutions against daily SLAs
- Detail orientated and able to challenge and improve current operating practices
- Strong Microsoft Office skills and excellent written and oral communication skills
Preferred qualifications, capabilities and skills
- Experience or knowledge in Middle Office functions
- Background of business improvement and optimisation of operating practices
- Demonstrated ability to work in a team environment, and ability to adapt to a changing environment
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.
Investment Middle Office Services Delivery Senior Associate in City of Westminster employer: JPMorgan Chase & Co.
JPMorgan Chase & Co. is an exceptional employer, offering a dynamic work environment in the heart of Londonโs 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.