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JPMorganChase

Client Ops Manager III

Posted An Hour Ago
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Hybrid
New York, NY
Entry level
Hybrid
New York, NY
Entry level
Manage end-to-end account reference data readiness and client service delivery for investment middle-office clients. Coordinate account launches, fund expansions, mandates, third-party onboarding, and closures across client services, operations, technology, and change teams. Lead client and internal meetings, resolve issues, provide status reporting, nurture stakeholder relationships, and drive process improvements and future operating-model enhancements.
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As an IMOS Service Delivery Vice President in Client Account Services (CAS), you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.  

The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements. 

We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.  

 

Job responsibilities  

  • Primary point of contact responsible for the end-to-end client experience and satisfaction for account reference data requests 

  • Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3rd Parties and Closures  

  • Relationship Management - Create long term value through the nurturing of client and key internal stakeholder relationships to deliver a consistently excellent client experience 

  • Communication – Key liaison between functional teams (Client Services, Operations, Technology, Change Management  

  • Process Improvement – Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model 

  • Lead client and internal calls to drive implementation deliverables and issue management 

  • Manage & deliver reporting to client and internally – Toll gates, next actions and status through clear, concise, and audience specific updates 

Required qualifications, capabilities and skills  

  • Strong leader combined with demonstrated experience in structuring and managing projects with competing resources, priorities and changing workflows 

  • Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization  

  • Experience in leading a regional team with links to global model 

  • Ability to anticipate, analyze and create data to provide holistic insights and creative, visual story telling 

  • Logical analysis of complex problems to drive resolutions against daily SLAs 

  • Detail orientated and able to challenge and improve current operating practices 

  • Strong Microsoft Office skills and excellent written and oral communication skills 

 

Preferred qualifications, capabilities and skills  

  • Experience or knowledge in Middle Office functions 

  • Background of business improvement and optimisation of operating practices  

  • Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills 

  • Demonstrated ability to work in a team environment, and ability to adapt to a changing environment 

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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