JPMorgan Chase & Co.
Client Account Services Specialist
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Account Services Specialist
Are you able to work in a fast-paced environment and are passionate about client service? Then you found the right position for you!
As a Client Account Services Specialist in the Collateral Service Delivery Team, you will be a part of a 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 requirements, as well as managing client & internal partner queries related to account reference data.
Job Responsibilities
- Develops onboarding strategies for major implementations aligning priorities appropriately to meet deadlines
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations
- Manages 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 workflow 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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Required Qualifications, Capabilities, and Skills
- 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
About J.P. Morgan
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
About J.P. Morgan’s Commercial & Investment Bank
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London