Associate II - Client Service

Job Description

Markets Transition Management works closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products. Transition Manager fields and tracks requests, relays requirements, host client & stakeholder meetings and coordinates with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is on-boarded seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and Corporate and Investment Bank Markets business in United States, Europe and Asia Pacific regions. 

As a Market Transition Associate within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients to trade Markets products. You will manage incoming onboarding requests, assess and relay requirements and coordinate with Reference Data, Know Your Client, Accounts, Credit, Legal and Operations teams to ensure client is on-boarded seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client, Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and Corporate and Investment Bank Markets business in United States, Europe and Asia Pacific regions. 

Job Responsibilities: 

• Establish and maintain relationships with senior level client contacts. Ensure that client requirements are delivered accurately and with a sense of urgency. Proactively lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process. Provide each client an excellent onboarding experience while working in a fast paced, multiple asset class, multiple partners, evolving environment while adhering to controls and transparency requirements. 
• Manage diverse client base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced, multi asset class and evolving environment while adhering to controls and transparency requirements.  
• Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients and internal stakeholders on transition status. Host client calls, manage agenda and execute follow up points. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.
• Build strong relationships with internal partners, e.g., Trading, Sales, Credit, Legal, Reference Data, Know Your Client, and Operations teams to establish transparent, controlled and efficient environment and facilitate achievement of “best in class” onboarding service.

Required Qualifications: 

• Minimum of three years experience in client facing role within financial services industry
• Excellent client & stakeholder communication and relationship building skills. 
• Strong understanding of the institutional client landscape, with insight into the markets trading products utilized in client strategies.
• Ability to manage large client pipelines, host client meetings and correspond with senior partners internally and at client. 
• Strong problem-solving capabilities, ability to listen to client requirements, prescribe path forward, anticipate potential issues and seek to mitigate/escalate potential issues as appropriate.
• Excellent project management, organizational, and time management skills  
• Results-focused, ability to manage high volume of requests in dynamic operating environment.
• Ability to navigate diverse process flows and data sets and drive process enhancements.
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint) 

Preferred Qualifications: 

• Experience working with Digital Onboarding vendor platforms (e.g. Markit & Saphyre )
• Experience designing technology enhancements and use of business analytic/automation tools. 
• Business Analytics experience and/or proficiency with data management tools preferred, e.g., Python, Alteryx, Tableau, QlikView

About Us

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.