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Client Operations Associate II

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Client Operations Associate II** in Buenos Aires, Argentina. Serve as a senior-level expert, managing advanced, complex client onboarding and market entry. Oversee end-to-end account activities and drive process improvements for optimal efficiency. Key responsibilities include developing onboarding strategies, managing client onboarding processes, identifying process improvements, and maintaining client data integrity. Must have strong time management, organizational, and problem-solving skills, plus proficiency in MS Office and digital tools like Xceptor, Tableau, Alteryx.

Compensation
Not specified

Currency: Not specified

City
Buenos Aires
Country
Argentina

Full Job Description

Location: Buenos Aires, Argentina

We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. 

As  Client Account Services Specialist in the Client Account Services Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client onboarding, establishing accounts, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures as well as setting up and maintaining information in reference databases. 

Job responsibilities

  • 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 market account opening process for clients across segregated and segregated documentation markets and provides guidance to clients on market entry 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 clients profiles including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

 

Required qualifications, capabilities, and skills

  • 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

  • Custody and/or Collateral / Tri-Party workflow, product, processes and procedures knowledge
  • Market entry, renewal, restructures
  • Wider Securities Services industry knowledge
  • Experience with digital tools Xceptor, Tableau, Alteryx  
Join our Client Account Services team as a Client Account Services Specialist, leading complex client onboarding and account setup. Youll consult with clients and partners to enable trading, manage renewals and restructures, and maintain accurate reference data across the account lifecycle.

Client Operations Associate II

Compensation

Not specified

City: Buenos Aires

Country: Argentina

J.P. Morgan logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Client Operations Associate II** in Buenos Aires, Argentina. Serve as a senior-level expert, managing advanced, complex client onboarding and market entry. Oversee end-to-end account activities and drive process improvements for optimal efficiency. Key responsibilities include developing onboarding strategies, managing client onboarding processes, identifying process improvements, and maintaining client data integrity. Must have strong time management, organizational, and problem-solving skills, plus proficiency in MS Office and digital tools like Xceptor, Tableau, Alteryx.

Full Job Description

Location: Buenos Aires, Argentina

We offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables. 

As  Client Account Services Specialist in the Client Account Services Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client onboarding, establishing accounts, guiding clients through market entry requirements to enable trading, managing market renewals and client restructures as well as setting up and maintaining information in reference databases. 

Job responsibilities

  • 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 market account opening process for clients across segregated and segregated documentation markets and provides guidance to clients on market entry 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 clients profiles including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes

 

Required qualifications, capabilities, and skills

  • 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

  • Custody and/or Collateral / Tri-Party workflow, product, processes and procedures knowledge
  • Market entry, renewal, restructures
  • Wider Securities Services industry knowledge
  • Experience with digital tools Xceptor, Tableau, Alteryx  
Join our Client Account Services team as a Client Account Services Specialist, leading complex client onboarding and account setup. Youll consult with clients and partners to enable trading, manage renewals and restructures, and maintain accurate reference data across the account lifecycle.