Client Services - Associate

Markets Transition Manager works closely Sales, clients and internal partners to onboard clients to trade Markets products.

Transition Manager fields and tracks requests, relays requirements and coordinates with Ref Data, KYC, Accounts, Credit, Legal and Operations teams to ensure client is on boarded seamlessly and ready to trade within targeted timeframe.

Job Responsibilities:

• Client Focus - Provide each client an excellent onboarding experience while working in a fast paced, multi-asset class, multi-partner, evolving environment while adhering to controls and transparency requirements.
• Consultative Service: Ability to leverage business analytic skills and apply client, product and process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for diverse set of requests to clients and internal partners.
• Internal Partner Coordination - Build strong relationships with internal partners, e.g. Sales, Ref Data, KYC, Accounts, Credit, Legal and Operations teams to establish transparent, controlled and efficient environment.
• Project Management - Work with technology, data and partner teams to continually improve platforms, automation and client metrics to facilitate achievement of "best in class" onboarding service.

Required qualifications, skills and capabilities

• Experience in client facing role within onboarding or relevant business partner groups
• Knowledge of Markets products, industry landscape, platforms and core controls
• Strong client management and communication skills
• Ability to navigate diverse process flows and data sets and drive process enhancements
• Experience designing technology enhancements and use of business analytic/automation tools

ABOUT US

JPMorganChase, 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.

ABOUT THE TEAM

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.