As a Client Account Services - Senior Associate in the Service Delivery Team, you will be managing advanced client onboarding, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures. You will become a subject matter expert and solve complex client queries by consulting both internal and external stakeholders to deliver client outcomes in an efficient and timely manner.
Job responsibilities
- Leads the end-to-end account activities including fund launches, closures, mergers, and remediations within service level agreements
- Delivers the end-to-end market account opening process for clients and provide guidance to clients on market entry requirements
- Develops strong working relationships with key internal partners to provide seamless client delivery with focus on quality, efficiency and timeliness using tools such as Xceptor
- Identifies and executes process improvements, including opportunities to eliminate manual processes by leveraging digital tools. Provide support on key process and technology initiatives
- Engages, educates, and openly communicates with clients, establishing confidence and trust in order to enhance clients’ experiences and relationships
- Raises early escalations, daily health check (DHC’s) or Action Plans where required. Owns issue management, tracking and presents to senior management through to closure
- Finds opportunities to improve overall client experience, maintains green client satisfaction ratings or implements appropriate actions to ensure path to green
- Follows department procedures and protocols in every instance, is responsible for designing or has input into the creation of new systems and procedures
- Leads some highly complex non BAU tasks such as projects, innovation or automation initiatives. Understands the benefits to the customer, CAS or JPM
- Demonstrates excellent verbal and written communication skills and a positive attitude coupled with an assertive but professional approach to escalation, prioritization and problem solving
- Demonstrates great teamwork and valuable collaboration skills within a fast-paced working environment; and sustains a responsibility for data integrity, quality control checks and processes whilst maintaining clients’ profiles
Required qualifications, capabilities, and skills
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
- Building teamwork through collaboration, leadership, management, people development and coaching
- Ability to identify and drive change, automation, efficiency and improvement
- Ability to demonstrate flexibility and operate in a changeable environment
- Excellent analytical and research skills, detail oriented. Ability to deep-dive and investigate issues to reach a successful resolution within a timely manner
- Strong verbal and written communication skills with ability to influence others
- Client relationship management in a corporate environment
Preferred qualifications, skills and capabilities
- Corporate banking industry knowledge, preferably within Custody
- Experience managing global relationships
- Custody workflow, processes and procedures knowledge
- Capacity to work Sun to Thur work pattern if required
- Arabic or Afrikaans language skills an advantage