Client Account Services Specialist Associate
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Job Location:
Bournemouth - UK
Monthly Salary:
Not Disclosed
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
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.
Job responsibilities
- 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 remediations
- 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
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
Required Experience:
IC
Key Skills
- Criminal Justice
- Account Payable
- Economics
- Front End
- Facilities Management
- Domestic
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
