CIB Operations – Wholesale Client Onboarding Manager Treasury Services – VP
Description:
Client onboarding is a global team with locations in London, New York and Hong Kong. The team functions in close partnership with sales, credit, legal, compliance and operations to ensure an efficient and timely onboarding to the JP Morgan infrastructure.
The EMEA Client Onboarding Manager will be based in London and be responsible for the day to day management of the EMEA Client Onboarding team that currently supports the Commodities, Credit, Rates, FX, and Equities businesses. They will be accountable for successfully onboarding new Investment Bank clients in a high quality and timely manner.
Reporting to the regional head for Client Onboarding KYC, the EMEA Client Onboarding Manager will be accountable for participating in and managing the workflow for all Client Onboarding activities in scope which include but are not limited to:
Manage day to day operations for the teams supporting Commodities, Credit, Rates, FX, and Equities client Onboarding
Facilitate regular updates with business and marketing with respect to their client pipelines
Proactively assess areas for processes improvements and make changes as needed
Help design and communicate necessary system changes to projects and technology
Ensure team is collecting all appropriate due diligence prior to client onboarding
Liaise with various groups including legal, compliance, credit and LOB operations to remove roadblocks impeding the onboarding process
Answering
and responding
to client inquiries
Ensuring a smooth and seamless onboarding process for our clients and front-office marketers and sales individuals serving as the primary escalation point and point person for all onboarding related questions and issues for the Client Onboarding Team.
Qualifications
Qualifications:
Individual must be results driven, have attention to detail, and breaking down barriers and obstacles.
Focused on delivering a seamless and smooth "client experience" regardless of the complexity of the IB internal infrastructure.
A "can do" attitude is a must with a passion for driving solutions.
Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables.
Ability to directly address conflicts and escalate issues where appropriate.
Maintains a sense of urgency and ability to prioritize/multi-task.
Ability to communicate effectively at all levels of the organization including clients and front office individuals.
Strong sense of accountability and ownership over "client experience" and end to end client onboarding process.
Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.
Ability to directly address conflicts and escalate issues where appropriate.
Review and hold individuals responsible for performance metrics and service level agreements.
Excellent analytical, problem solving, and time management skills
Adaptable, flexible and willing to work in a dynamic environment.
Comfortable leading and working with the team and individually to deliver results.
Experience of performance management process/year end reviews.
Strong working experience with Microsoft Word, Excel and
PowerPoint.
Experience in financial services is a must
Understanding of IB infrastructure, applications, and businesses/products - good to have.
Prior experience/exposure to Client Onboarding and/or Client Services is a must.
BSc. Degree or equivalent ideal
About J.P. Morgan Corporate Investment Bank
J.P.
Morgan's Corporate Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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