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Operations - Client Account Services - Associate

J.P. Morgan
Sydney, AUS
Full-time
Senior · 5+ years experience
Onsite
Discovered 2 weeks ago
Microsoft ExcelMicrosoft Word
Free

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Job responsibilities

  • Coordinate and govern the set-up of custody account openings for new and incremental business, ensuring accurate setup and timely completion
  • Coordinate market and tax documentation requirements to support account activation across relevant jurisdictions
  • Partner with relationship coverage, client service, onboarding, and transitions teams to confirm requirements and deliver to agreed service levels
  • Liaise with local agents and service providers to progress documentation, clarify requirements, and resolve blockers
  • Track milestones, dependencies, and timelines to keep work progressing and stakeholders aligned
  • Respond to account opening and documentation inquiries with clear, solution-oriented communication
  • Update account reference data to maintain high data quality and operational readiness
  • Maintain procedure documentation to reflect current processes and control expectations
  • Identify risks, issues, and process gaps early, escalating appropriately and proposing practical improvements
  • Contribute to reporting on key performance indicators and key risk indicators for stakeholders and leaders

Required qualifications, capabilities, and skills

  • 5 years of experience in global custody, fund services, or securities services operations with direct account opening exposure
  • Demonstrated knowledge of custody account structures and market documentation requirements across multiple jurisdictions
  • Proven ability to manage multiple concurrent requests with competing deadlines and changing priorities
  • Strong stakeholder management skills, including clear written and verbal communication with senior internal and external partners
  • Demonstrated ability to identify operational risk, investigate issues, and drive timely resolution
  • Experience tracking service level commitments and delivering work to agreed timelines and quality standards
  • Proficiency in Microsoft Excel and Microsoft Word

Preferred qualifications, capabilities, and skills

  • Experience coordinating onboarding activities across Australia, New Zealand, and Asia (excluding Japan) markets
  • Familiarity with custody account opening workflows, controls, and documentation standards across omnibus and segregated models
  • Proficiency using AI and generative AI tools to improve business processes while adhering to data privacy, risk, and compliance requirements.
  • Experience working with local agents and third-party service providers to progress documentation and resolve exceptions
  • Experience contributing to operational reporting, including defining and improving key performance and risk indicators
  • Exposure to custody platforms or account opening tools used in large financial institutions

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