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Job Description
As a Client Account Services Associate, you will serve as a subject‑matter expert and perform advanced, complex customer onboarding by consulting with the business and customers to meet key deliverables. The core responsibilities include managing onboarding, account opening, maintenance, and closure; guiding clients through market entry requirements; managing market renewals and client restructures; and maintaining information in reference databases.
Job Responsibilities
* Manage the end-to-end client relationship for key clients in our Corporate and Investment Bank Custody business.
* Project‑manage end-to-end account activities including fund launches, closings, mergers, and remediation.
* Lead the end-to-end market account opening process for clients across segregated documentation markets and provide guidance on market entry requirements.
* Identify and execute process improvements, leveraging digital tools to eliminate manual processes.
* Develop strong working relationships with key internal partners to provide seamless client delivery and identify opportunities for process improvements.
* Identify and implement solutions to improve market entry timelines and enhance client and employee experience.
* Demonstrate first‑class communication skills and a proactive approach to escalation, prioritization, and problem solving.
* Maintain comprehensive knowledge of account opening and maintenance workflow and end-to-end ownership of all related requirements, including SLAs and KPIs.
* Develop and maintain clients’ profiles, ensuring reference/static data integrity and quality control checks.
Required Qualifications
* Strong time-management skills, self‑directing, and capable of handling high pressure, time‑sensitive tasks.
* Strong relationship‑management skills.
* Ability to demonstrate flexibility and operate in a changeable environment.
* Organizational, analytical, and problem‑resolution skills.
* Professional oral and written communication skills.
* Client relationship experience.
Preferred Qualifications
* Banking experience (preferred).
ABOUT US
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 approach 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. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
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.
Seniority Level
Not Applicable
Employment Type
Full‑time
Job Function
Sales and Business Development
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