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Client Solutions - Client Onboarding Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

The Client Onboarding Associate will support project managers in coordinating client implementations and day-to-day interactions for Securities Services clients. You will gather and document requirements, develop and execute project delivery plans, manage risks, and ensure robust governance and stakeholder communication. The role spans multiple securities products and involves working with virtual teams and clients to drive successful implementations and high client satisfaction. It requires strong project management, client-facing skills, and 3-5 years of financial services experience.

Compensation
Not specified

Currency: Not specified

City
Tampa
Country
United States

Full Job Description

Location: Tampa, FL, United States

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.


As a Client Solutions  Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with the clients, managing their day-to-day business interactions with JPMorgan’s Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.

Job responsibilities:
• Coordinate the requirements gathering process
• Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions
• Support project activities including:
– Develop and manage project delivery plans
– Execute project plans with robust governance and reporting
– Actively mitigate and manage project risk by coordinating timely resolution of issues
– Scope containment and change management
– Manage and motivate virtual teams across multiple locations and disciplines
– Execute post-implementation reviews to continually improve practices
• Prioritize, track, and report on all projects in the pipeline
• Ensure compliance with all controls and procedures
• Own all project communication to internal and external stakeholders
• Deliver high levels of internal and external client satisfaction
• Identify potential tactical and strategic improvements to implementation processes
• Proactively drive internal team and department-wide initiatives as agreed upon

Required qualifications, capabilities, and skills:
• Project management skills
• Client-facing skills
• Highly structured and methodical in execution
• Clear, articulate, and concise verbal and written communication
• Strong presentation skills
• Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management)
• Keen eye for identifying and resolving risks
• Ability to systematically remove ambiguity from projects
• Work well in an evolving environment
• Bachelor’s degree
• 3-5 years in Financial Services, particularly Securities Servicing Industry
• 2+ years in a client-facing support role or commensurate experience

Preferred qualifications, capabilities, and skills:
• Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics

Support project delivery for Securities Services Clients by coordinating their implications activity and driving client satisfaction.

Client Solutions - Client Onboarding Associate

Compensation

Not specified

City: Tampa

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

The Client Onboarding Associate will support project managers in coordinating client implementations and day-to-day interactions for Securities Services clients. You will gather and document requirements, develop and execute project delivery plans, manage risks, and ensure robust governance and stakeholder communication. The role spans multiple securities products and involves working with virtual teams and clients to drive successful implementations and high client satisfaction. It requires strong project management, client-facing skills, and 3-5 years of financial services experience.

Full Job Description

Location: Tampa, FL, United States

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services. Be part of a global organization that values collaboration, excellence, and client impact.


As a Client Solutions  Project Coordinator, you will play a key role in supporting project managers with scheduling, documentation, and core project tasks. You will work closely with the clients, managing their day-to-day business interactions with JPMorgan’s Commercial & Investment Bank. You will support both new and incremental client events for Securities Services, serving a wide range of clients including Asset Managers, Hedge Funds, Private Equity Funds, Pension Funds, Government Sponsored Enterprises, Banks, Broker Dealers, and Insurance Companies. Your work will span all Securities Services products, from single product implementations to complex, multi-entity deals.

Job responsibilities:
• Coordinate the requirements gathering process
• Ensure fund manager requirements are understood and collaborate with internal partners to design, document, and secure sign-off on scope and solutions
• Support project activities including:
– Develop and manage project delivery plans
– Execute project plans with robust governance and reporting
– Actively mitigate and manage project risk by coordinating timely resolution of issues
– Scope containment and change management
– Manage and motivate virtual teams across multiple locations and disciplines
– Execute post-implementation reviews to continually improve practices
• Prioritize, track, and report on all projects in the pipeline
• Ensure compliance with all controls and procedures
• Own all project communication to internal and external stakeholders
• Deliver high levels of internal and external client satisfaction
• Identify potential tactical and strategic improvements to implementation processes
• Proactively drive internal team and department-wide initiatives as agreed upon

Required qualifications, capabilities, and skills:
• Project management skills
• Client-facing skills
• Highly structured and methodical in execution
• Clear, articulate, and concise verbal and written communication
• Strong presentation skills
• Proven ability to influence and work collaboratively with multiple internal disciplines (sales, operations, technology, product management)
• Keen eye for identifying and resolving risks
• Ability to systematically remove ambiguity from projects
• Work well in an evolving environment
• Bachelor’s degree
• 3-5 years in Financial Services, particularly Securities Servicing Industry
• 2+ years in a client-facing support role or commensurate experience

Preferred qualifications, capabilities, and skills:
• Working knowledge of multiple Securities Services products such as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending, Trading Services, and Data Analytics

Support project delivery for Securities Services Clients by coordinating their implications activity and driving client satisfaction.