Manage onboarding and account changes for agency securities finance clients, including tax and regulatory requirements, settlement instruction updates, stock transitions, reconciliations, and issue resolution. The role coordinates with relationship managers, implementation teams, tax operations, clients, and global internal stakeholders. Responsibilities include managing processes end to end, maintaining controls, meeting time-sensitive market deadlines, communicating clearly, and building strong client relationships.
Join our collaborative team and bring clear communication, thoughtful prioritization, and teamwork.
As an Associate in Agency Securities Finance team, you will collaborate with your team and stakeholders to on board incremental and new business into the Lending programme, and manage the tax and regulatory requirements of the accounts our clients lend from. Partnering with a wide network of internal and external stakeholders, you will cover multiple different process, in a controls orientated environment. You’ll have opportunities to learn, manage processes, and see your impact across the team.
Job responsibilities
- Review inbound requests from Relationship managers, implementations and our tax operations colleagues.
- Plan and communicate changes to clients safekeeping accounts within the guardrails controls and regulations set by the systems and client requirements.
- Manage each onboarding or change from end to end.
- Perform standard settlement instruction changes, communicate clearly and transitions stock, reconciling at every step.
- Collaborate closely with Relationship Managers, Implementations, Tax operations, and internal teams Globally.
- Handle queries communicating clearly and constructively.
- Build strong client relationships and partner with relationship managers to meet and manage client expectations.
Required qualifications, capabilities, and skills
- Strong attention to detail with a commitment to accuracy.
- Good analytical and problem‑solving skills.
- Clear, confident communication and strong interpersonal skills; a collaborative team player.
- Ability to prioritize and organize work to meet time‑sensitive market deadlines.
- Ability to work independently with appropriate support and to escalate issues proactively.
- Proven diligence in a fast‑moving environment, delivering high standards of service quality.
Preferred qualifications, capabilities, and skills
- Capacity to think laterally and understand the big picture.
- Experience in the financial industry.
- Experience within an investment banking environment.
- Technical understanding or securities products.
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.
JPMorganChase London, England Office
25 Bank Street, Canary Wharf, London, United Kingdom, E14 5JP
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