• Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experience.

Required qualifications, capabilities, and skills

• The ability to clearly and effectively communicate with clients, both verbally and in writing, is essential. This includes active listening, understanding client needs, and conveying information in a way that is easy to understand.
• Building and maintaining positive relationships with clients is essential. This involves being empathetic, patient, and approachable.
• The ability to quickly and effectively resolve client issues or concerns is important. This requires critical thinking and the ability to find creative solutions.
• A deep understanding of the products or services offered by the company is necessary to provide accurate information and assistance to clients.
• Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients. Excellent time management skills.
• Collaborating with other team members to provide comprehensive client support.
• A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
• Trade flow knowledge from event inception, trade execution through to operational settlement. A strong understanding of Fund Accounting, Transfer Agency and Custody.
• Project Management experience with the ability to manage initiatives concurrently end to end.
• Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions.
• Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.
• The ability to adapt to different client personalities and changing situations is important in a dynamic work environment.
• Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively.
• Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required.

Preferred qualifications, capabilities, and skills

• Excellent time management skills.
• Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx.
• Asset Management or relevant Investment Banking, Wealth Management experience.

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. 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.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.