We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. 

As a Client Account Services Manager in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

Job responsibilities:

Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation'sManages the end to end client queries and provides guidance to clients on account request requirements Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital toolsDevelops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timelinessMaintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIsDevelops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

Required qualifications, capabilities, and skills:

Strong time management skills, with the ability to self-direct and handle high-pressure, time-sensitive tasks.Demonstrated flexibility and adaptability in a dynamic and changeable environment.Excellent organizational, analytical, and problem-solving skills.Strong teamwork and influencing skills, with the ability to collaborate effectively with others.Proficient oral and written communication skills, enabling effective interaction with clients and internal partners.Experience in client relationship management.

Preferred qualifications, capabilities, and skills:

Minimum 5years experience in Collateral and Client Account Onboarding Collateral and/or Tri-Party workflow, product, processes and procedures knowledgeWider Securities Services industry knowledgeExperience with digital tools – Xceptor, Tableau, Alteryx  Proficiency in Microsoft Office applications.

 

Internal Application Eligibility Requirements

 

TENURE:

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

 

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines.

 

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or line of business specific guidelines.

Make sure your profile is updated in the new me@jpmc > Jobs.  Attaching your updated resume is encouraged.

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.