WKO Platform Sales Middle Office Associate

JP Morgan

Location: Dorset

Job Type: Full time


Welcome to JP Morgan. Would you like to become a Client Office Platform Sales Middle Office Associate and join our WKO team located in Bournemouth? If you think you might be a good fit for this position don't hesitate to apply!

As a KYC Middle Office Associate, you will act as a single point of contact and subject matter expert (SME) for onboarding new customers, incremental business requests and renewals of our existing customer KYC records. You will be aligned to a designated Front Office team (e.g. Sales, RMP, Deal Team or Transition Management) and facilitate across all teams on KYC execution. To be successful in this role you need to have the ability to quickly build rapport with our internal and external customers to ensure the KYC aspect of the Clients onboarding experience is exceptional, efficient and world class. Working with our business partners you will manage expectations on turnaround timeframes and provide appropriate updates on the progress of the onboarding.

Job responsibilities:

  • Manage the KYC book of work New Business/Renewals for your designated Front Office sub-lines of business to prioritise active requests, provide status updates of key onboardings managing the end to end process
  • Awareness of Business forward planning
  • Build and develop strong partnerships, identify challenges and eliminate roadblocks with all internal partners
  • Work with the Front Office teams, directing clients as required, to obtain all necessary supporting evidence to fulfil KYC due diligence
  • Ensure all information to and from our Clients is accurate, complete and compliant with AML, Local and Corporate Due Diligence requirements
  • Coordinate case prioritization, capacity planning, and assignment with our Global Maker teams
  • Stay up to date of any changes to processes and procedures, regulatory changes, identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business

Required qualifications, capabilities and skills:

  • Strong written and oral communication skills with experience of conflict resolution
  • Resilient interpersonal skills, ability to partner with internal stakeholders, influencing and negotiating effectively with business partners and senior managers
  • Client focused whist maintaining a strong controls mind-set
  • Effective at managing time appropriately and organising workload for maximum productivity
  • Working knowledge of KYC/Compliance/AML standards
  • Sound understanding of the Financial Industry
  • Knowledge of multiple client types (i.e. Corporates, Non-Banking Financial Institutions, Banks, Foreign Correspondent Banks, Non-Operating/Asset Holding Companies, Governments, Organizations, Publicly Traded Companies, Small and Large Privately Held Operating Companies)
You’ve got this!