Associate Client Support
JPMorgan Chase · Posted Oct 15
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Asset Management Client Onboarding & Implementation team at JPMorgan Chase manages the onboarding and ongoing lifecycle of client accounts across JPMorgan Funds, ETFs, and Institutional mandates. The team drives account-related projects, operating model design, new market implementations, and regulatory-driven programs in the asset management domain. This role leads onboarding and lifecycle events, project-manages institutional initiatives end-to-end, and maintains documentation and stakeholder communication from win through funding.
What you will do
- Engage key stakeholders to deliver tactical and strategic projects that identify opportunities, reduce risk, enhance controls, and improve client service.
- Lead onboarding and ongoing management of new accounts across JPMorgan Funds, ETFs, and Institutional mandates (including lifecycle events such as mergers, liquidations, closures, in-species transfers, and custody changes).
- Drive account-related projects, including operating model design/implementation, new market implementations, and regulatory-driven programs.
- Implement fund and client-driven initiatives and manage the end-to-end lifecycle of multi-faceted initiatives within the strategic pipeline.
- Maintain onboarding and event documentation, including checklists, account opening information, product specifications, project plans, and related materials.
- Schedule and chair regular Front Office, Operational, and workstream meetings, documenting actions and tracking progress to completion.
- Project-manage initiatives from win through funding for Institutional initiatives, coordinating concurrent workstreams to agreed timeframes.
- Translate business requirements into project plans, onboarding checklists, process flows, runbooks, and status reporting to ensure transparency and alignment.
- Communicate effectively with clients and internal partners to understand expectations, manage dependencies, and exceed stakeholder expectations.
- Escalate issues in a timely manner to drive resolution and root-cause analysis, applying judgement and creative problem-solving as needed.
- Develop strategic, scalable end-to-end operating models and procedures, supporting best practices and consistency across the global team and external partners.
Skills used in this role
What the employer is looking for
- Graduates/Post graduates with minimum 6 years’ experience in the Financial Services industry
- Strong stakeholder management skills and ability to build effective relationships across varying seniority levels.
- Proven project management capability to manage multiple concurrent initiatives end-to-end.
- Strong ability to manage workstreams from initiation through post-implementation review.
- Excellent time management and delivery focus; able to work independently when required.
- Strong MS Office skills (Excel, Word, PowerPoint) and ability to use web-based technology effectively.
- Strong verbal, written, and interpersonal communication skills with senior stakeholders and clients.
- Strong problem-solving skills with the ability to resolve issues and drive outcomes.
- Disciplined, self-motivated approach with initiative to propose and execute process enhancements.
- Strategic thinking with the ability to adapt to change.
Preferred qualifications
- Asset Management experience or relevant Investment Banking / Wealth Management experience.
- Solid financial product knowledge (Equity, Fixed Income, Currency, Derivatives, and Funds).
- Trade flow knowledge from event inception and trade execution through to operational settlement.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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