Prime Financial Services Client Onboarding Associate
Key details
- Salary
- $62K–$103K/yr
- Location
- New York, United States
- Work style
- Onsite
- Level
- Entry level
- Job type
- Full-time
- Experience
- 2–5 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 4h ago
Skills
About the role
Job responsibilities
- Serve as a key point of contact for internal and external stakeholders throughout the onboarding lifecycle, providing timely updates on outstanding requirements, deliverables, and potential delays.
- Coordinate and facilitate account openings, ensuring all required documentation, approvals, and operational setups adhere to established procedures, controls, and standards.
- Proactively track and manage onboarding pipelines, ensuring requests are progressing and outstanding items are followed up on through completion.
- Partner with various internal teams, including Transitions, Account Management, Sales & Trading, Middle Office Client Service, and more to coordinate deliverables and resolve onboarding-related issues.
- Identify, investigate and resolve operational discrepancies and onboarding challenges, escalating complex issues when appropriate.
- Continuously look for ways to improve existing workflows, streamline processes, and enhance the overall client onboarding experience.
- Support additional operational initiatives and ad hoc requests as business needs arise.
Required qualifications, capabilities, and skills
- Minimum of 2 years of professional experience managing and executing initiatives, with the ability to effectively coordinate deliverables and drive tasks through completion.
- Strong problem-solving skills and the ability to independently investigate issues and drive them toward resolution.
- Proactive mindset with a strong sense of accountability and ownership over assigned responsibilities.
- Ability to work independently while collaborating effectively within a team environment.
- Strong data and technology proficiency, with a willingness to learn and implement new and emerging technologies that support evolving business needs.
- Previous experience supporting Equity Prime Brokerage, Fixed Income Prime Brokerage, and/or Equity Swap clients.
- Proven ability to manage end-to-end client onboarding processes to ensure a smooth experience for new and existing institutional clients.
- Familiarity with client onboarding workflows and Prime Brokerage account structures.
- Experience in driving continuous improvement in operating platforms, using innovation, and design thinking techniques.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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