Description

Coordinate client account launches, manage relationships, and drive process excellence in a dynamic, global investment services team.

As an Investment Middle Office Service Delivery Associate in Client Account Services (CAS) you will be responsible for managing new account launches and life cycle events for our Investment Middle Office Service clients.

The CAS IMOS Service Delivery team manages our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, driving technology and industry solutions as a response to changing business landscape and client needs. The team manages external client relationships as well as partnering with internal stakeholders within the business, product development, operations, and technology streams to execute client business requirements.

We continuously strive to enhance the client onboarding experience by delivering straight through processing across our technology ecosystem and ensure a consistent operating model to ensure accurate and efficient set ups.

Job responsibilities

• Coordinate client account launches and lifecycle events
• Partner with stakeholders, manage successful new account set up - fund launches, segregated mandates, new 3rd parties and closures.
• Manage client relationships to deliver a consistently excellent client experience.
• Partner with internal teams to ensure continuous improvement and take an active role in shaping and implementing future target operating model.
• Key liaison between functional teams (Client Services, Operations, Technology, Change Management).
• Understand client reference data requirements and effectively communicate to downstream consumers.
• Establish thorough understanding of the IMOS end-to-end process and being able to clearly communicate, and own issues through to resolution.

Required qualifications, capabilities and skills

• Ability to build strong, cohesive partnerships with the client, business, product development, operations, technology and other key stakeholders.
• Ability to prioritize and execute against multiple deliverables, changing workflows with appropriate levels of escalation.
• Ability to work independently and as part of team to proactively identify and logically analyze complex challenges to deliver organizational goals Detail orientated and able to challenge and improve current operating practices.
• Strong Microsoft Office skills and excellent written and oral communication skills.

Preferred qualifications, capabilities and skills

• Experience or knowledge in Middle Office functions.
• Background of business improvement and optimization of operating practices.
• Demonstrated ability to work in a team environment, and ability to adapt to a changing environment.

About Us

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.

About the Team

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.