JPMorgan EMEA Client Onboarding Management Associate 

United Kingdom, England, London 

359919116

Job Responsibilities

• Manages new account onboarding for Institutional Client mandates, including Segregated portfolios, Advisory and Sub-Advisory mandates, and lifecycle events such as Mergers, Liquidations, Closures, In-Species, and Custody Changes
• Acts as the point of contact with and for the Client during the end-to-end onboarding timeline. Upon a new business win, introduce yourself as the onboarding specialist lead and take responsibility for end-to-end Client engagement, coordination, and management until funding
• Leads internal stakeholder and external Client meetings to ensure events are effectively scoped, managed, and delivered within agreed timeframes, providing an excellent level of Client service
• Completes and maintains event documentation, including onboarding checklists, account opening information, product specifications, project plans, and any other related documents
• Collaborates effectively across internal teams to leverage expertise, products, and service delivery. Lead business support initiatives, including representation at Control Committee Meetings or through the New Instrument Approval process
• Demonstrates strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks
• Supports the global client onboarding teams to develop best practice standards and consistency, and identify ways to improve processes/procedures to enhance the Client experience

Required qualifications, capabilities, and skills

• Ability to clearly and effectively communicate with clients, both verbally and in writing which includes active listening, understanding client needs, and conveying information in a way that is easy to understand
• Building and maintaining positive relationships with clients
• Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients
• Excellent time management skills
• Collaborating with other team members to provide comprehensive client support
• A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment
• Trade flow knowledge from event inception, trade execution through to operational settlement
• A strong understanding of Fund Accounting, Transfer Agency and Custody
• Project Management experience with the ability to manage initiatives concurrently end to end
• Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions
• Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively

Preferred qualifications, capabilities, and skills

• Asset Management or relevant Investment Banking, Wealth Management experience
• Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx