Asset Management - EMEA Client Onboarding Management

Client Service

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.

Role Description

You will engage with key stakeholders across the Asset Management business to deliver tactical and strategic projects to identify and address areas of opportunity/improvement, reduce risk, enhance controls and develop reporting to improve our service to both internal and external Clients.

The primary objective of this role is for the successful candidate to manage and coordinate:

New account on-boarding’s for JPMorgan Funds and Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates; Lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.

Account related projects including: Investment and Operational Solutions for new business opportunities, Design and implementation of new operating models, Implementation of new markets, Support of regulatory driven programs.

Completion and maintenance of event documentation, including on-boarding checklists, account opening information, product specifications, project plans and any other related documents.

Schedule, lead and drive regular stakeholder meetings ensuring concurrent projects are managed and delivered within agreed timeframes as well as Coordinate Client meetings where required

Escalation of issues in a timely manner and undertake necessary steps to ensure resolution and root cause analysis.

Job Responsibilities

• Lead a small team of professionals working as COMs as well as work as an individual contributor for various funds and client mandates to create operational readiness
• Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review.
• Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion.
• Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks.
• Provide effective communication and regular status reporting to key stakeholders.
• Proactively identify risk and control issues to prevent and mitigate risks.
• Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate. Review the effectiveness of implementation and endeavor to identify ways to improve the way we work.
• Ensure the development of end-to-end operating models that are strategic and scalable where possible. Develop, review and maintain functional procedures and project management tools. Support the global team to develop best practice standards and consistency.

Required qualifications, capabilities and skills

• Professionally qualified CA / CFA or Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with 7-8 years of experience
• Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory. 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.
• Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. Project Management experience with the ability to manage initiatives concurrently end to end.
• Excellent time management skills. Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively. 
• Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required. Ability to identify process improvements and implement appropriate changes.
• Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.