Strategic Thinking: Develop and execute a comprehensive strategy for optimizing client service delivery and optimizing client behavior, identify areas for improvement and implement solutions to enhance client satisfaction.
Program Management: Oversee the client impacting workstreams for the Optimisation Program, including monitoring performance metrics, ensuring key deliverables are met to achieve the program objectives.
Stakeholder Management: Collaborate with key stakeholders in Client Service, Sales, Product, Product Development, Operations and Technology to align program goals with organizational priorities.
Resource Allocation: Manage Client Services resources to effectively to achieve maximum impact. Identify opportunities for investment in technology or process improvements, as well as changes to client behavior, to enhance client service delivery and improve the operating model across clients.
Performance Analysis: Utilize data analytics and feedback mechanisms to evaluate the effectiveness of client service initiatives. Regularly report to senior management, highlighting successes and areas for improvement.
Coordinating client training for proprietary JPM technology
Required qualifications, capabilities and skills:
Bachelor’s degree in Finance, Business, or a related field. Advanced degree such as MBA, CFA or relevant certifications preferred
Proven track record of leadership in managing global projects, working with multiple senior stakeholders, with the ability to oversee multiple initiatives simultaneously
Excellent communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels
Analytical mindset, with the ability to interpret data and make data-driven decisions
Demonstrated ability to drive change and implement process improvements in a complex organizational environment
Prior Securities Services experience in Operations, Product or Client Service would be beneficial, fund accounting or custody background preferred
Strong presentation and analytical skills, speaking and oral skills. Ability to summarize, simplify and communicate detailed and complex information to a broad range of team members across the seniority spectrum, whether verbally or written
Effective problem solving and ability to exercise sound judgment and make effective decisions on behalf of the client and JPM. Ability to prioritize, handle multiple tasks and work with minimal supervision
Hands-on experience with data management and visualization tools will be an added advantage