Posted by JPMorgan Chase & Co., 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.
Collateral Services Coordination Associate
Job Description:
- Project management of end-to-end account activities covering both new clients and incremental activity
- Coordination with clients to assess new request, manage pipeline and queries both with new set up and remediation, including initial review of docs provided to ensure they are in good order
Interfacing between Client and the offshore CAS teams to coordinate responses and resolution to identified BAU issues - Partnering with Product, Implementations, Sales, Relationship Management, Client Service and Product to drive the business forward
- Gaining and maintaining a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
- Demonstrating ability to use value added and oriented approaches to engage and educate clients, in addition to asking open-ended questions, and establishing confidence and trust in order to maintain and enhance clients’ experiences and relationships
- Demonstrating excellent oral and written communication skills and a positive attitude coupled with an assertive but professional approach to escalation, prioritization and problem solving.
Taking an active role in shaping and implementing future state
Skills required are advanced:
MS Office skills
Client relationship management
Oral and written communication – ability to effectively interface with clients and internal partners at all levels
Organisational, analytical and problem resolution skills
Strong teamwork and influencing skills
Attention to detail
Experience with digital tools – Xceptor, Tableau, Alteryx
Knowledge (preferred but not essential)
Custody and/or Collateral / Tri-Party product, workflow, processes and procedures
Market entry, renewal, restructures
Wider securities services industry knowledge