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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 are advanced:
MS Office skills
Oral and written communication - ability to effectively interface with clients and internal partners
Organisational, analytical and problem resolution skills
The hiring manager for this job opening would be willing to have a conversation about flexibility. This could range from ad hoc flexibility in a full time position, to a more formal Flexible Work Arrangement. The hiring manager is not committing to offering this, just highlighting an openness to having the conversation.
About J.P Morgan Chase & Co. J.P Morgan Chase & Co. (NYSE:JPM) is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, J.P Morgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P Morgan and Chase brands. Information about J.P Morgan Chase & Co is available at www.jpmorganchase.com .
J.P Morgan offers and exceptional benefits program and a highly competitive compensation package. J.P Morgan is an Equal Opportunity Employer.
Internal Number: 6111701
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