Associate Client Support

Associate Client Support

You are a strategic thinker passionate about driving solutions in Asset Management Client Onboarding & Implementation. You have found the right team.

As “Asset Management Client Onboarding & Implementation Professional ” within our dynamic team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities 

• Engage key stakeholders to deliver tactical and strategic projects that identify opportunities, reduce risk, enhance controls, and improve client service.
• Lead onboarding and ongoing management of new accounts across JPMorgan Funds, ETFs, and Institutional mandates (including lifecycle events such as mergers, liquidations, closures, in-species transfers, and custody changes).
• Drive account-related projects, including operating model design/implementation, new market implementations, and regulatory-driven programs.
• Implement fund and client-driven initiatives and manage the end-to-end lifecycle of multi-faceted initiatives within the strategic pipeline.
• Maintain onboarding and event documentation, including checklists, account opening information, product specifications, project plans, and related materials.
• Schedule and chair regular Front Office, Operational, and workstream meetings, documenting actions and tracking progress to completion.
• Project-manage initiatives from win through funding for Institutional initiatives, coordinating concurrent workstreams to agreed timeframes.
• Translate business requirements into project plans, onboarding checklists, process flows, runbooks, and status reporting to ensure transparency and alignment.
• Communicate effectively with clients and internal partners to understand expectations, manage dependencies, and exceed stakeholder expectations.
• Escalate issues in a timely manner to drive resolution and root-cause analysis, applying judgement and creative problem-solving as needed.
• Develop strategic, scalable end-to-end operating models and procedures, supporting best practices and consistency across the global team and external partners.

Required qualifications, capabilities and skills

• Graduates/Post graduates with minimum 6 years’ experience in the Financial Services industry 
• Strong stakeholder management skills and ability to build effective relationships across varying seniority levels.
• Proven project management capability to manage multiple concurrent initiatives end-to-end.
• Strong ability to manage workstreams from initiation through post-implementation review.
• Excellent time management and delivery focus; able to work independently when required.
• Strong MS Office skills (Excel, Word, PowerPoint) and ability to use web-based technology effectively.
• Strong verbal, written, and interpersonal communication skills with senior stakeholders and clients.
• Strong problem-solving skills with the ability to resolve issues and drive outcomes.
• Disciplined, self-motivated approach with initiative to propose and execute process enhancements.
• Strategic thinking with the ability to adapt to change.

Preferred qualifications, capabilities and skills 

• Asset Management experience or relevant Investment Banking / Wealth Management experience.
• Solid financial product knowledge (Equity, Fixed Income, Currency, Derivatives, and Funds).
• Trade flow knowledge from event inception and trade execution through to operational settlement.

Experience Level

Mid Level