Project Manager - Securities Services Complex Assets Client Onboarding jobs at Jpmorgan in United States, Boston
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United States
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Boston
104 jobs found
01.04.2025
JPM
JPMorgan Private Client Relationship Manager – Boston United States, Massachusetts, Boston
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
Process fund events; Client Conversions, Fund Launches, Closures, Mergers, In-Kinds, Asset Transitions, Accounting Platform Changes and complete standard reconciliations. Establish and maintain fund and account profiles in JPM’s accounting system...
Perform research and analysis of demographics and financial data. Build consensus for site selection through business cases, site tours and project approval documentation and presentations. Negotiate letters of intent, purchase...
Manage and resolve queries across the fund services provided. Be Responsible for issue management, escalation and remediation. Coordinate client requested changes to operating model and reporting. Coordinate client fund launches...
Review and deliver client-specific and regulatory reporting, such as draft financial statements and filings, and actively participate in internal and external audits. Build effective working relationship with client, act as...
Review and deliver client-specific and regulatory reporting, such as draft financial statements and filings, and actively participate in internal and external audits. Build effective working relationship with client, act as...
Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued...
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
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