Prime Financial Services Client Onboarding

JPMorganChase•Bournemouth, England, UK

fulltime

Finance and Sales

2+ years

About the role

Job Description Are you ready to join a market-leading team in Prime Brokerage and make a difference for our clients? At JPMorganChase, you’ll play a key role in onboarding new clients to our Prime Brokerage platform, collaborating with global partners to deliver a professional and integrated experience. This is your opportunity to develop your expertise, work with diverse teams, and contribute to the success of our clients in a fast-paced environment.

Job Summary As a Global Middle Office Onboarding Associate in Prime Brokerage, you will manage the end-to-end onboarding process for new clients, ensuring operational excellence and a seamless transition onto the JPMorgan platform. You will work closely with internal stakeholders across Front Office, Product Development, Client Service, Sales, Corporate Actions, and Technology, providing solutions and support across a range of products. Together, we will deliver an outstanding client experience and drive operational success.

Job Responsibilities

Partner with clients, vendors, and front office business teams to onboard Prime Brokerage clients.
Ensure testing and set-up are completed with all necessary sign-offs before client go-live.
Offer integration solutions to clients for successful onboarding onto the Prime Brokerage platform.
Assist in the full operational set-up of reference data across multiple products, including Cash, SWAP, Fixed Income, Stock Loan, and Global Clearing.
Act as a subject matter expert for Prime Brokerage products to internal and external stakeholders.
Own pre go-live testing, collaborating with front office, product development, middle office, and technology teams.
Facilitate client change requests globally across APAC, EMEA, and North America.
Communicate onboarding progress to senior business stakeholders and ensure timely delivery.
Manage and coordinate multiple streams of work, resolving issues and conflicts to meet deadlines.
Provide clear, targeted communication to different audiences, both internal and external.

Required Qualifications, Capabilities, And Skills

Prime Brokerage knowledge and operational understanding of related products.
Good knowledge of PowerPoint and Excel.
Self-directed, highly motivated, and able to work independently while promoting global knowledge sharing.
Ability to work to tight deadlines, especially for client go-lives and strong project management skills with the ability to manage multiple workstreams and deliver results.
Excellent written and verbal communication skills, with the ability to tailor messages to different audiences.
Understanding of hedge funds and trading strategies and knowledge of trade file processing standards and trade booking systems (including SWIFT).
Ability to confidently communicate with external and internal clients across all business areas. Analytical and problem-solving skills, with exceptional attention to detail.
Ability to act with urgency and work under pressure and highly organized and able to multi-task in a fast-paced environment.

Preferred Qualifications, Capabilities And Skills

Experience in client integration or implementation within financial services.
Exposure to global Prime Brokerage operations and products.
Experience leading or supporting large-scale onboarding projects.
Familiarity with operational support for transitions management and client service account management.
Demonstrated ability to resolve complex issues and deliver solutions in a dynamic environment.

About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

Similar Opportunities

About JPMorganChase

Visit Website