Client Operations Manager II - Collateral & Onboarding Services

Posted 2 Days Ago
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Manila, First District NCR, National Capital Region
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Operations Associate II in Collateral Services manages complex onboarding of client accounts, guides clients through account processes, handles queries, develops strategies for implementations, and identifies process improvements. Strong communication, organization, and time management skills are essential.
Summary Generated by Built In

Job Description
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 a Client Account Services Manager in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.
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 client queries and provides guidance to clients on account request 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 email workflow tool 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, with the ability to self-direct and handle high-pressure, time-sensitive tasks.
  • Demonstrated flexibility and adaptability in a dynamic and changeable environment.
  • Excellent organizational, analytical, and problem-solving skills.
  • Strong teamwork and influencing skills, with the ability to collaborate effectively with others.
  • Proficient oral and written communication skills, enabling effective interaction with clients and internal partners.
  • Experience in client relationship management.


Preferred qualifications, capabilities, and skills:

  • Minimum 5years experience in Collateral and Client Account Onboarding
  • Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
  • Wider Securities Services industry knowledge
  • Experience with digital tools - Xceptor, Tableau, Alteryx
  • Proficiency in Microsoft Office applications.


Internal Application Eligibility Requirements
TENURE:
Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard . You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm's HR Policies and Guidelines.
Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or line of business specific guidelines.
Make sure your profile is updated in the new me@jpmc > Jobs. Attaching your updated resume is encouraged.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
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 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.
About the Team
J.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.

Top Skills

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Tableau
Xceptor

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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