- Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation’s
- Manages the end to end client queries and provides guidance to clients on account request requirements
- Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital tools
- Develops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timeliness
- Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
- Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks
- Ability to demonstrate flexibility and operate in a changeable environment
- Organizational, analytical and problem resolution skills
- Strong teamwork and influencing skills
- Oral and written communication – ability to effectively interface with clients and internal partners
- MS Office skills
- Client relationship management
Preferred qualifications, capabilities, and skills
- Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
- Wider Securities Services industry knowledge
- Experience with digital tools – Xceptor, Tableau, Alteryx
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives., J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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