Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a subject matter expert in custody account openings and maintenance, global market entry, and of handling advance and complex customer onboarding. You will consult with businesses and clients to meet deliverables by recommending and selecting appropriate courses of action. You will be responsible for project management of global account openings and associated documentation, ensuring alignment with internal and external Service Leval Agreements (SLAs), as well as coordination of complex client requests, such as fund restructures, launches, and transitions. You will leverage your diverse perspective and expertise in automation tools to contribute to developing innovative solutions for our clients and the team. You will collaborate with key internal partners to ensure seamless client delivery and identify opportunities for process improvement, with a strong emphasis on quality and timeliness.

Job responsibilities

Manage the end-to-end custody account and market opening processes by providing guidance to clients on all static data and documentation requirements Review and project manage the custody account opening processes, including new, incremental inquiries, and entitlement requests in support clients’ operational readiness Review and analyze market documents with clients and collaborate with local agent banks for submission in accordance with market SLAs. This involves assisting clients with market restructures, fund mergers/name amendments, new requests, renewals, closures, and transition processes by providing analysis and working with local agent banks to offer clients options Drive automation and digital tools strategy by identifying efficiencies and implementing solutions Develop innovative and creative solutions to solve complex, real-world business challenges Utilize data and visualization to influence decision-making and drive business results Adopt the Skills of the Future Program to rapidly excel in an ever-changing environment Work proactively with clients to drive standardization and optimization, enabling us to meet a dynamic and complex agenda with agility Foster a culture where diversity and inclusion are integral to everyday interactions Collaborate with clients to support standardization and optimization, enabling us to meet a dynamic and complex agenda with agility Partner with CAS Coordination members and other key internal stakeholders to provide seamless client delivery and seek opportunities to improve processes with a focus on quality and timeliness and support for market entry

Required qualifications, capabilities, and skills

Must have custody knowledge and industry experience, with an understanding of processes and procedures, as well as global market entry knowledge Digital tool experience such as MS Office, Alteryx, Tableau, and Xceptor An understanding of client structure and formation documents is required High-level oral and written communication skills, with the ability to interface clearly and concisely with clients and internal business partners Possesses excellent organizational, analytical, and problem resolution skills Demonstrated experience in stakeholder management, client service, and relationship management  Possesses excellent communication and interpersonal skills Ability to manage multiple projects and meet deadlines in a fast-paced environment

Preferred qualifications, capabilities, and skills

Possesses an innovative and curious mindset to thoroughly investigate client inquiries Experience working with complex and emerging markets Familiarity with market entry documentation and regulatory requirements Experience in driving process improvements and automation initiatives Demonstrated ability to work collaboratively in a team-oriented environment Commitment to fostering a diverse and inclusive workplace

***Note to job seekers: This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home. Keeping in mind this is subject to change at any time per JP Morgan guidelines. 

This position is not eligible for H1B or Sponsorship