CIB – Client Account Services Manager– Associate – Bournemouth

Job Type:Full Time
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CIB – Client Account Services Manager– Associate – Bournemouth, UK

About J.P. Morgan Corporate & Investment Bank

J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


The Custody Account Services Team is a client facing group whose responsibilities include onboarding clients, establishing accounts and linking them to global markets to enable trading, and setting up and maintaining information in reference databases. This information may be client-specific, including personal information, or it may be securities related. Employees may interact directly with internal or external clients through telephone, e-mail, and regular mail channels. They provide assistance to their clients by answering queries, fulfilling requests and providing status updates.

As a Coordination Specialist, you will:
Serve as an account set up subject matter expert. Performing advanced/complex customer onboarding by consulting with the business and customers regarding deliverables through the application, recommendation, and selection of one or more courses of action;
  • Project manage end-to-end account activities including fund launches, closures, mergers, and remediations
  • Complete complex customer requests and problem resolution
  • Interpret, direct and review all relevant custody account opening documentation
  • Analyse non-standard incoming documents to determine the creation of functional requirements for account creation and on-going implementation and execution
  • Develop on-boarding strategy for major implementations. Ensure resources are appropriately aligned to meet deadlines.
  • Ability to use value added and oriented approaches to engage and educate clients, in addition to asking open-ended questions, and establishing confidence and trust in order to maintain and enhance clients’ experiences and relationships
  • Demonstrate excellent oral and written communication skills and a positive attitude coupled with an aggressive but professional approach to escalation, prioritization and problem solving
  • Maintain a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
  • Develop and maintain clients’ profiles including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
  • Develop strong working relationships with the Emerging Markets Access Team, Client Service and other product teams in order to provide a joint approach to deliver and meet clients’ expectations
  • Approve and coordinate emergency customer order requests


Skills required:

  • MS Office skills

  • Client relationship

  • Oral and written communication - ability to effectively interface with clients and internal partners

  • Organisational, analytical and problem resolution skills

Knowledge required (preferred but not essential)

  • Custody product knowledge

∙ Market entry, renewal, restructures

∙ Custody workflow, processes and procedures knowledge

  • Industry knowledge

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer and a member of the UK Government’s Disability Confident Scheme.

To be considered for this role, you may be required to complete the video interview powered By HireVue.