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About the Role
As an Investment Middle Office Services Delivery Senior Associate in the Client Account Services (CAS) Team, you will manage and deliver account reference data readiness for Investment Middle Office Service clients. You will coordinate end-to-end client account reference data requests, including product expansion, new account launches, and onboarding of new Third parties.
Responsibilities
- Manage client relationships to deliver a consistent excellent client experience
- Coordinate Client Account lifecycle events with stakeholders, managing successful new account set up - Fund launches, Seg Mandates, New 3rd Parties and Closures
- Create long term value through nurturing client and key internal stakeholder relationships
- Serve as key liaison between functional teams (Client Services, Operations, Technology, Change Management)
- Partner with internal stakeholders to drive continuous improvement and shape/implement future target operating model
- Lead client and internal calls to drive implementation deliverables and issue management
- Produce reporting to client and internally, including toll gates, next actions, and status updates
Requirements
- Experience in managing projects/events to completion
- Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders
- Ability to work effectively in a matrix organization
- Demonstrate excellent oral and written communication skills
- Possess a positive attitude
- Professional approach to escalation, prioritization, and problem solving
- Logical analysis of complex problems to drive resolutions against daily SLAs
- Detail oriented
- Able to challenge and improve current operating practices
- Strong Microsoft Office skills
Skills
- Middle Office functions
- Business improvement
- Optimization of operating practices
- Team environment work
- Adaptability to a changing environment
- Excellent oral and written communication skills
- Microsoft Office skills
Location
- Global
Work Type
- Full-time
Experience Level
- Senior Associate
About the Company
- J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors.
- Our first-class business in a first-class way approach to serving clients drives everything we do.
- We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
- We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
- J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments.
- Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.
- The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Equal Opportunity
- 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.