As a platform service specialist you will be involved in seeing through client implementation on service delivery platforms.
Job Responsibilities:
- Manage the end-to-end implementation of client projects related to the Morgan Money platform
- Lead the onboarding process for a group of clients by coordinating with client and internal partners to ensure a seamless client experience
- Coordinate with both JPMorgan and third-party fund providers to ensure proper setup of client accounts on the investment platforms
- Troubleshoot trade and settlement issues and provide ongoing support for specialized functions
- Maintain regular communication with clients and internal partners to provide updates and address any concerns
- Monitor progress for client projects and make adjustments as necessary and set appropriate expectations
- Integrate future rollouts of new functionalities and obtain and consolidate user/client feedback
- Drive increased engagement and utilization of Morgan Money among clients by providing comprehensive training, support, and resources to ensure a seamless integration into their workflows
Required Qualifications, Capabilities and Skills:
- Excellent communication skills (both oral and written).
- Client-focused with the ability to gain an in-depth understanding of clients’ servicing needs.
- Highly accurate with good attention to detail.
- Proactive/self-starter with the ability to adapt to change.
- Leadership skills and the ability to work collaboratively with global teams.
Preferred Qualifications, Capabilities and Skills:
- Degree in a relevant field.