Client Operations Analyst

Job Description
Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.
J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.
As a Client Operations Analyst, you will provide essential client account administration ensuring tasks are completed accurately and within set timeframes. You will proactively seek opportunities to improve processes, driving efficiencies and reducing risks while maintaining a customer focus. This role offers the opportunity to be a Subject Matter Expert and collaborate with internal teams to enhance process efficiency and security.
Job Responsibilities

• Serve as the Subject Matter Expert for one or more processes.
• Act as a point of contact for internal teams like Controls, Audit, and FinCrime.
• Produce data for Management Information (MI).
• Improve the efficiency and security of processes.
• Complete daily on-boarding AML checks and associated processes.
• Manage the end-to-end change of bank details process.
• Assist in handling deceased cases and associated processes.
• Manage the Admin inbox and work queues for timely case responses.
• Apply special fees and promotional rates.
• Complete the end-to-end LISA withdrawal for house purchase process.
• Assist in LISA failure cases, escalating to Compliance when needed.
• Report LISA penalty charges to HMRC.
• Send customer documentation and statements.
• Conduct quality checks and handle ad-hoc requests from Compliance and Operations teams.
• Adhere to internal and industry policies to minimize conduct risk.

Required Qualifications, Capabilities, and Skills

• Excellent organizational skills to manage various workstreams and processes.
• Strong written and verbal communication skills.
• Highly numerate with proficiency in Excel.
• Resilience and flexibility in a demanding environment.
• Great attention to detail.
• Innovative approach to process improvement.
• Customer-first mentality, treating customers fairly and with respect.

Preferred Qualifications, Capabilities, and Skills

• Previous experience in an operations or administration role.
• Working knowledge of relevant processes and procedures.
• Ability to adhere to compliance guidelines and regulatory requirements.

What We Offer

• Comprehensive training and ongoing professional development.
• Supportive team environment with access to technical specialists and resources.
• Competitive salary and benefits package.
• Opportunities for career progression within JP Morgan Personal Investing.

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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
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.