Client Operations Analyst

Behind every investment is a person with ambitions motivations and values. While we know that every client is unique they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing and the trust that 150 years of J.P. Morgan heritage brings.

J.P. Morgan Personal Investing offers award-winning investments products and digital wealth management services to over 275000 investors in the UK. We built the business withinnovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.

As a Client Operations Analyst you will provide essential client account administration ensuring tasks are completed accurately and within set timeframes. You will proactively seek opportunities to improve processes driving efficiencies and reducing risks while maintaining a customer focus. This role offers the opportunity to be a Subject Matter Expert and collaborate with internal teams to enhance process efficiency and security.

Job Responsibilities

• Serve as the Subject Matter Expert for one or more processes.
• Act as a point of contact for internal teams like Controls Audit and FinCrime.
• Produce data for Management Information (MI).
• Improve the efficiency and security of processes.
• Complete daily on-boarding AML checks and associated processes.
• Manage the end-to-end change of bank details process.
• Assist in handling deceased cases and associated processes.
• Manage the Admin inbox and work queues for timely case responses.
• Apply special fees and promotional rates.
• Complete the end-to-end LISA withdrawal for house purchase process.
• Assist in LISA failure cases escalating to Compliance when needed.
• Report LISA penalty charges to HMRC.
• Send customer documentation and statements.
• Conduct quality checks and handle ad-hoc requests from Compliance and Operations teams.
• Adhere to internal and industry policies to minimize conduct risk.

Required Qualifications Capabilities and Skills

• Excellent organizational skills to manage various workstreams and processes.
• Strong written and verbal communication skills.
• Highly numerate with proficiency in Excel.
• Resilience and flexibility in a demanding environment.
• Great attention to detail.
• Innovative approach to process improvement.
• Customer-first mentality treating customers fairly and with respect.

Preferred Qualifications Capabilities and Skills

• Previous experience in an operations or administration role.
• Working knowledge of relevant processes and procedures.
• Ability to adhere to compliance guidelines and regulatory requirements.

What We Offer

• Comprehensive training and ongoing professional development.
• Supportive team environment with access to technical specialists and resources.
• Competitive salary and benefits package.
• Opportunities for career progression within JP Morgan Personal Investing.

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