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- Tasks: Enhance client experiences through seamless account data management and relationship building.
- Company: Join a dynamic team focused on client account services in the investment sector.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Why this job: Make a real impact by improving client experiences and driving process improvements.
- Qualifications: Project management experience and strong communication skills are essential.
- Other info: Collaborative environment with opportunities to shape future operating models.
The predicted salary is between 28800 - 48000 £ per year.
Join our dynamic team and enhance client experiences through seamless account data management! As an Investment Middle Office Service Delivery Associate in Client Account Services (CAS) Team, you will be responsible for ensuring account reference data readiness for our Investment Middle Office Service clients. You will manage external client relationships and collaborate with key internal stakeholders across business, operations, and technology to fulfil client business requirements. You will enhance the client experience in routine lifecycle management by implementing straight-through processing within our robust operating model and ecosystem, ensuring accurate and efficient market setup. You will also be involved in coordinating end-to-end client account reference data requests, including product expansions, new account launches, and onboarding of new third parties.
Job responsibilities:
- Manages client relationships to consistently deliver an excellent client experience.
- Coordinates client account lifecycle events with stakeholders, ensuring successful setups for fund launches, segregated mandates, new third parties, and closures.
- Fosters long-term value by nurturing relationships with clients and key internal stakeholders.
- Serves as the key liaison between functional teams, including Client Services, Operations, Technology, and Change Management.
- Collaborates with internal stakeholders to drive continuous process improvement and actively shape the future target operating model.
- Leads client and internal calls to ensure implementation deliverables are met and manage any issues that arise.
- Produces clear and concise reports for clients and internal teams, detailing toll gates, next actions, and status updates tailored to the audience.
Required qualifications, capabilities and skills:
- Experience in managing projects and events to successful completion.
- Skilled at building strong partnerships with clients, business, operations, technology, and other stakeholders within a matrix organization.
- Possess excellent oral and written communication skills with a positive attitude.
- Professional in handling escalations, prioritizing tasks, and solving problems.
- Capable of logically analyzing complex problems to meet daily Service Level Agreements (SLA).
- Detail-oriented with the ability to challenge and enhance current operating practices.
- Proficient in Microsoft Office with strong written and oral communication skills.
Preferred qualifications, capabilities and skills:
- Knowledgeable in Middle Office and market functions.
- Experienced in business improvement and optimizing operating practices.
- Proven ability to work effectively in a team and adapt to changing environments.
Investment Middle Office Service Delivery Associate employer: Jpmorgan Chase & Co.
Contact Detail:
Jpmorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Middle Office Service Delivery Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for an Investment Middle Office role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their client service approach and think about how your skills can enhance their operations. We want you to shine when discussing how you can improve client experiences!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and internal teams, being articulate and clear is key. Try mock interviews with friends or use online resources to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Investment Middle Office Service Delivery Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Investment Middle Office Service Delivery Associate. Highlight your experience in managing client relationships and any relevant project management skills. We want to see how you can enhance client experiences!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our CAS Team. Share specific examples of how you've successfully coordinated projects or improved processes in the past. Let us know how you can contribute to our dynamic team!
Showcase Your Communication Skills: Since this role requires excellent oral and written communication, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos. We appreciate attention to detail, so show us what you've got!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Know Your Stuff
Make sure you understand the role of an Investment Middle Office Service Delivery Associate inside out. Familiarise yourself with account data management, client lifecycle events, and how to enhance client experiences. This knowledge will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since this role involves managing client relationships and collaborating with various stakeholders, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex information in the past, whether in reports or during meetings. This will demonstrate your ability to convey important details effectively.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving skills, especially regarding handling escalations and prioritising tasks. Think of specific instances where you've tackled challenges in previous roles, and be ready to discuss your thought process and the outcomes. This will highlight your analytical abilities and adaptability.
✨Emphasise Teamwork and Collaboration
This position requires working closely with various teams, so be prepared to discuss your experience in collaborative environments. Share examples of how you've built strong partnerships and contributed to team success. Highlighting your ability to work well within a matrix organisation will make you stand out as a candidate.
