We offer 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 a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.,
* Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
* Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation's
* Manages the end to end client queries and provides guidance to clients on account request requirements
* Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools
* Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness
* Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
* Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks
* Ability to demonstrate flexibility and operate in a changeable environment
* Organizational, analytical and problem resolution skills
* Strong teamwork and influencing skills
* Oral and written communication - ability to effectively interface with clients and internal partners
* MS Office skills
* Client relationship management
Preferred qualifications, capabilities, and skills
* 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.
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