CIB - Client Account Services - IMOS New Client Onboarding - Associate

JP Morgan

Location: Dorset

Job Type: Full time


Job Description

The Client Account Services Team supports account setup and maintenance for CIB clients. Core activities include direct client engagement to deliver an excellent client experience, managing complex account setup processes across multiple LOBs, engaged in large new business initiatives, and partnering with the businesses to ensure seamless delivery. The function drives technology and industry solutions to be responsive to a changing regulatory and business landscape.

Investment Middle Office Services (IMOS) is a Securities Services product for Investment and Asset Management firms. It provides a comprehensive, scalable, end to end Investment Operations Service, from Instruction Capture to investment data distribution and visualization, enabling institutional Investment Management firms to outsource their investment operations activities to J.P. Morgan.

Role Description

CAS IMOS New Client Onboarding (NCOB) is a global team that manages the initial setup of client data across multiple products in IMOS. The team partners with and manages external client relationships as well as key internal stakeholders within the respective business, operations, and technology streams to execute client business requirements.

The NCOB team is seeking to enhance the client onboarding experience of end to end set up and build on a robust operating model that effectively supports multiple complex clients across all regions.

The successful candidate will be proactive with demonstrable operational skills and a hands-on approach. Their responsibilities will include:

  • Relationship Management – Create long term value through the nurturing of client and key internal stakeholder relationships to deliver a consistently excellent client experience.
  • Process Improvement – Partner with internal teams to drive continuous improvement and take an active role in shaping and implementing future target operating model.
  • Coordination of new Onboarding Requests – Coordinate with clients to assess new requests and manage pipeline and queries to enable successful account set up for onboarding.
  • Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management). Understand Client Reference Data requirements and effectively communicate to downstream consumers.
  • Issue resolution – Establish thorough understanding of IMOS end-to-end process and identify, clearly communicate, and own issues through to resolution.


Required Skills

  • Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization
  • Experience in project or change management.
  • Ability to prioritize and execute against multiple deliverables and appropriately escalate.
  • Ability to work independently and as part of team to identify and resolve challenges to deliver organisational goals.
  • Logical analysis of complex problems to drive resolutions against daily SLAs.
  • Detail orientated and able to challenge and improve current operating practices.
  • Strong Microsoft Office skills and excellent written and oral communication skills.

Recommended Skills

  • Experience or knowledge in Middle Office functions.
  • Proficiency in digital tooling and intelligent solutions.
You’ve got this!