About this role
Help clients start and grow their custody relationship with confidence. In this role, you will guide onboarding and account lifecycle requests end-to-end, bringing clarity to complex processes and timelines. You will work closely with clients and internal partners to deliver accurate setup and maintenance outcomes. If you enjoy ownership, problem solving, and client engagement in a fast-paced environment, this role offers meaningful impact.
As a Client Account Services Operations Analyst in Client Account Services, you will manage client onboarding and account lifecycle maintenance requests, coordinating across internal partners to deliver timely, high-quality outcomes. You will act as a client-facing point of contact, providing clear updates and helping resolve issues through effective triage and escalation. You will contribute to continuous improvement by identifying process gaps and supporting future-state enhancements.
Job responsibilities
Manage end-to-end account activities across new client onboarding and incremental account setup and maintenanceReview incoming requests and documentation for completeness, accuracy, and readiness for processingOwn and manage the request pipeline, tracking progress and proactively addressing blockersServe as a primary point of contact for clients and internal partners, providing status updates and resolving inquiriesCoordinate with internal processing teams to drive timely responses and issue resolutionPartner with Product, Implementations, Sales, Relationship Management, and Client Service teams to deliver client outcomesMaintain strong working knowledge of account opening and maintenance workflows, including service level expectations and key metricsUse a solutions-oriented approach to understand client needs, ask thoughtful questions, and enhance the client experienceEscalate risks and issues professionally, with clear prioritization and disciplined problem solvingIdentify opportunities to improve controls, processes, and service quality, and support implementation of enhancements Required qualifications, capabilities and skills
Business-level communication skills in Japanese and English, with the ability to engage effectively with clients and internal stakeholdersExperience supporting client onboarding, account servicing, or operations processes in a financial services or similarly regulated environmentStrong client service mindset with the ability to communicate clearly via email, telephone, and written correspondenceStrong organizational skills with the ability to manage multiple requests, deadlines, and shifting prioritiesAnalytical skills and sound judgment to assess documentation quality, identify issues, and drive resolutionStrong attention to detail and commitment to accuracyProficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)Ability to collaborate effectively across teams and influence outcomes without direct authority Preferred qualifications, capabilities and skills
Knowledge of custody account onboarding and account maintenance processesFamiliarity with custody market entry, renewals, restructures, transitions, or similar change eventsUnderstanding of operational controls, risk management, and regulatory requirements in securities servicesExperience with workflow tools or request management systems used for tracking onboarding and maintenance activity
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.