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CIB Operations - Client On-boarding – Analyst/Associate

Req #: 170099953
Location: Hong Kong, , HK
Job Category: Operations
Potential Referral Amount: 20000 Hong Kong Dollar (HKD)

About J.P. Morgan Chase & Co.


JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 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.  Information about J.P. Morgan is available at


About J.P. Morgan’s Corporate & Investment Bank


J.P. Morgan’s Corporate & Investment Bank 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 nearly $20 trillion of assets under custody, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Transition Client Services - (Markets)  is a global team with locations in major cities such as New York, London and Hong Kong.  The team will own the end to end onboarding process across Market products and work closely with internal stakeholders to serve as a single point of contact for the client. Transition Client Services - (Markets) plays a critical function in introducing new clients to the suite of Markets products and ensuring they receive a transparent, efficient, and consistent onboarding experience throughout their tenure with JPM.

High Level Role Overview


The successful candidate will be responsible for managing the end to end onboarding process, delivering a high level of client service and relationship management for Priority Clients.


The chosen individual will be the single point of contact for the Client during their onboarding process.  They will effectively manage internal stakeholders (Credit, Legal, Middle Office, Valuation, Reference Data, Onboarding, Compliance, Standard Settlement Instruction team plus any other additional stakeholders), prioritize the pipeline through to completion, and facilitate operational performance reviews and metrics to continue to improve the client’s experience wit JPM


The candidate must be able to multi task while ensuring that any risk presented in the On/Offboarding process are mitigated to ensure that controls and policies are adhered within tight deadlines.


Key Focus Areas


·         Ongoing client engagement - Regular client visits

·         New account onboarding – Coordination

·         Performance tracking - Development and measurement of relevant KPIs

·         Efficiency gains - Continue E2E onboarding process mapping




·       Serve as a single point of contact for the client to enhance the customers client service experience.

·    Manage the end to end client onboarding process.  

·       Prioritize the Client Onboarding pipeline through each stage of document request or negotiation.

·       Facilitate the needs of the client to internal stakeholders while managing timelines on deliverables, ensuring timely communication, and serving as a point of escalation for client concerns.

·       Conduct regular visits with key client contacts.

·       Deliver market intelligence and KYC regulatory changes.

·        Actively partner across LOBs/functions to drive the risk/control agenda; engage in appropriate control forums.

·       Define the client profile and set up of client in JPM systems.

·       Deliver strategic change management initiatives to strengthen the control framework.

·       Provide client with updates of  the latest regulatory/internal changes to provide a degree of  transparency  to enhance client relationships.

·       Coordination of off-boarding and official sign off/go live of the client.

·       Collect of KYC/Credit Documentation.

·       Create Post-implementation/Service reviews to ensure all activity has been captured during the end to end review.   Report and communicate  client metrics. 

Skills & Experience

We are looking for high performing individuals interested in a challenging new opportunity.


·     Minimum of [3] years of Securities industry experience with a strong Markets products knowledge.

·    Excellent communication skills that can engage with multiple counterparties. Written and spoken English is essential any additional major Asian languages would be an advantageous but not compulsory.

·    Adaptable, flexible and willing to work in a dynamic team environment who can anticipate, manage and resolve problems that could impact the client.

·    Strong organization skills where candidate has managed several processes simultaneously and been able to prioritize where necessary

·    Self-motivated and hardworking individual who is goal orientated, able to work with minimal supervision

·    Displays Analytical/Decision Making Skills

·    Client Service or Relationship Management experience preferred


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