Client Account Services - Bournemouth, United Kingdom - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Verified Company

Bournemouth, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Client Account Services Team supports account setup and maintenance for CIB clients.

Core activities include direct client engagement to deliver an excellent client experience, managing complex account setup processes across multiple LOBs, engaged in large new business initiatives, and partnering with the businesses to ensure seamless delivery.

The function drives technology and industry solutions to be responsive to a changing regulatory and business landscape.

Investment Middle Office Services (IMOS) is a Securities Services product for Investment and Asset Management firms.

It provides a comprehensive, scalable, end to end Investment Operations Service, from Instruction Capture to investment data distribution and visualization, enabling institutional Investment Management firms to outsource their investment operations activities to J.P.

Morgan.

Role Description

CAS IMOS New Client Onboarding (NCOB) is a global team that manages the initial setup of client data across multiple products in IMOS.

The team partners with and manages external client relationships as well as key internal stakeholders within the respective business, operations, and technology streams to execute client business requirements.

The NCOB team is seeking to enhance the client onboarding experience of end to end set up and build on a robust operating model that effectively supports multiple complex clients across all regions.

Relationship Management
Create long term value through the nurturing of client and key internal stakeholder relationships to deliver a consistently excellent client experience.

Process Improvement

Partner with internal teams to drive continuous improvement and take an active role in shaping and implementing future target operating model.
Coordination of new Onboarding Requests
Coordinate with clients to assess new requests and manage pipeline and queries to enable successful account set up for onboarding.

Communication

Key liaison between functional teams (Client Services, Operations, Technology, Change Management). Understand Client Reference Data requirements and effectively communicate to downstream consumers.

Issue resolution

Establish thorough understanding of IMOS endtoend process and identify, clearly communicate, and own issues through to resolution.

Skills/Experience

Required Skills:

Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization
Experience in project or change management.
Ability to prioritize and execute against multiple deliverables and appropriately escalate.
Ability to work independently and as part of team to identify and resolve challenges to deliver organisational goals.
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.

Recommended Skills

Experience or knowledge in Middle Office functions.
Proficiency in digital tooling and intelligent solutions.

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.

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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.