Morgan Money is the open architecture digital investing platform released in 2019 for institutions with a focus on cash management product. Morgan Money is a key priority for J.P. Morgan Chase & Co. with a long-term development and expansion roadmap.
Job Summary
As a Client Service, Morgan Money Platform Service Specialist - Associate in the team, you will be responsible for delivering exceptional client service to our clients using the Morgan Money platform and providing a seamless client experience by ensuring the successful setup and integration of various tools and products. You will work with internal partners such as Client Account Managers, Investment Platform Specialists, Sales and third-party vendors to implement client projects, onboard clients onto the platform, and enhance the overall client experience.
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Job Responsibilities
- Manage the end-to-end implementation of client projects related to the Morgan Money platform
- Lead the onboarding process for a group of clients by coordinating with client and internal partners to ensure a seamless client experience
- Coordinate with both JPMorgan and third-party fund providers to ensure proper setup of client accounts on the investment platforms
- Troubleshoot trade and settlement issues and provide ongoing support for specialized functions
- Maintain regular communication with clients and internal partners to provide updates and address any concerns
- Monitor progress for client projects and make adjustments as necessary and set appropriate expectations
- Integrate future rollouts of new functionalities and obtain and consolidate user/client feedback
- Drive increased engagement and utilization of Morgan Money among clients by providing comprehensive training, support, and resources to ensure a seamless integration into their workflows
Required qualifications, capabilities and skills
- Two years of mutual fund client servicing experience.
- Licensed to carry on Type 1, 4 and 9 regulated activities or willing to take the qualification exam in first 6 months of employment.
- Degree-level education.
- Excellent communication skills in English and Mandarin (both oral and written).
- Client-focused with the ability to gain an in-depth understanding of clients' servicing needs.
- Highly accurate with good attention to detail.
- Proactive/self-starter with the ability to adapt to change.
- Strong influencing skills and the ability to work collaboratively with global teams.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.