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Client Service Associate I
hace 24 minutos
Job Description
As a Market Transition Associate within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products. You will manage incoming onboarding requests, assess and relay requirements, host client & stakeholder meetings and coordinate with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is onboarded seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and Corporate and Investment Bank Markets business in United States, Europe and Asia Pacific regions.
Job Responsibilities:
Establish and maintain relationships with senior level client contacts. Ensure that client requirements are delivered accurately and with a sense of urgency. Proactively lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process.
Manage diverse client base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced, multi asset class and evolving environment while adhering to controls and transparency requirements.
Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients and internal stakeholders on transition status. Host client calls, manage agenda and execute follow up points. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.
Build strong relationships with internal partners, e.g., Trading, Sales, Credit, Legal, Reference Data, Know Your Client, and Operations teams to establish transparent, controlled and efficient environment and facilitate achievement of "best in class" onboarding service.
Required qualifications, capabilities and skills
- Minimum of three years experience in client facing role within financial services industry
- Excellent client & stakeholder communication and relationship building skills.
- Excellent project management, organizational, and time management skills
- Strong understanding of the institutional client landscape, with insight into the markets trading products utilized in client strategies.
- Ability to manage large client pipelines, host client meetings and correspond with senior partners internally and at client.
- Strong problem-solving capabilities, ability to listen to client requirements, prescribe path forward, anticipate potential issues and seek to mitigate/escalate potential issues as appropriate.
- Results-focused, ability to manage high volume of requests in dynamic operating environment.
- Ability to navigate diverse process flows and data sets and drive process enhancements.
- Proficient in Microsoft Office applications (Excel, Word, PowerPoint)
Preferred qualifications, capabilities and skills
- Experience working with Digital Onboarding vendor platforms (e.g. Markit & Saphyre)
- Experience designing technology enhancements and use of business analytic/automation tools.
- Business Analytics experience and/or proficiency with data management tools, e.g., Python, Alteryx, Tableau, QlikView
Employer Description
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.
Organization Description
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.
