Account & Reference Data Specialist, Client Facing Team – Officer/Manager – Officer/AVP (Based in Bournemouth)
Business Overview:
The role of CAEU Group is to work with the Sales teams Client Management Groups in the management and implementation of new incremental business. The team manage specific client transitions are responsible for Custody account openings, Tax, Market, Proxy Voting documentation ongoing maintenance of clients accounts.
Client Facing Team
The team works closely with key departments within Worldwide Securities Services covers various roles from Client Facing the firms top tier 'blueprint' clients, co-ordinating the opening of accounts in various markets maintaining the documentation that has been executed as a result of a client request. The Client Facing team currently has 12 dedicated individuals covering approx 50 clients.
Key Responsibilities:
- Attending Client Conference Calls providing status updates on Market Openings, Fund Launches ensuring that regular metrics and milestones are provided.
- Ensure all markets are opened within the agreed Service Level Agreement, including liaison with the custody client service teams.
- Ensure accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan Agent Policy. Arrange for legalisation where required.
- Monitor Maintain changes for a client based on notification of market changes.
- Request initiation for the clients key technology requirements, SWIFT, VPR etc
- Relationship building with all key contacts both internal external.
- Recognise process improvement opportunities and present solutions to management team.
About J.P. Morgan Chase Co.
J.P. Morgan is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Information about J.P. Morgan is available at www.jpmorganchase.com.
About J.P. Morgan Treasury Security Services
Treasury Securities Services (TSS) generates more than $8 billion in revenue annually and is a global leader in custody, securities lending, fund accounting and administration, as well as in treasury services. TSS supports the needs of institutional clients worldwide and is one of the top three providers in both of its businesses: Treasury Services (TS) and Worldwide Securities Services (WSS).
About J.P. Morgan Worldwide Securities Services
J.P. Morgan Worldwide Securities Services (WSS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. WSS leverages the firm's global scale, leading technology and deep industry expertise to service investments around the world. It has $16.1 trillion in assets under custody and $6.7 trillion in funds under administration.
Your Background:
These points have been carefully considered as being essential for the role. Your background must accurately reflect all of these for your application to be considered.
Proven skills in customer service and client relationships.
Proven experience within a client facing role, understanding client requirement and structure.
Previous experience interfacing between Clients and The Business with experience of presenting both client and business requirements. Digging deep to understand client requirements and able to identify and present your findings.
Able to talk in detail about research analyse experience and presentation of findings.
With previous research analyse experience you will be able to describe in detail you skills and experience of finding solutions to issues identified and presenting solutions to your management team.
Demonstrate an ability to manage deadlines, prioritise tasks take ownership of deliverables.
Proven risk awareness ability to escalate and manage potential risk.
Demonstrate the ability to work at an individual level within a team environment.
Provide examples around ability to work under pressure.
Demonstrate strong verbal written communication skills, both with internal partnerships and clients.
Desirables:
- Relevant degree - for example, Business, Finance or Marketing
- Financial Services Experience
- Project Management
- Understanding of Markets the account opening process.