Prime Financial Services Client Onboarding

Are you ready to join a market-leading team in Prime Brokerage and make a difference for our clients? At JPMorgan

Chase, you’ll play a key role in onboarding new clients to our Prime Brokerage platform, collaborating with global partners to deliver a professional and integrated experience. This is your opportunity to develop your expertise, work with diverse teams, and contribute to the success of our clients in a fast-paced environment.

As a Global Middle Office Onboarding Associate in Prime Brokerage, you will manage the end-to-end onboarding process for new clients, ensuring operational excellence and a seamless transition onto the JPMorgan platform. You will work closely with internal stakeholders across Front Office, Product Development, Client Service, Sales, Corporate Actions, and Technology, providing solutions and support across a range of products. Together, we will deliver an outstanding client experience and drive operational success.

• Partner with clients, vendors, and front office business teams to onboard Prime Brokerage clients.
• Ensure testing and set-up are completed with all necessary sign-offs before client go-live.
• Offer integration solutions to clients for successful onboarding onto the Prime Brokerage platform.
• Assist in the full operational set-up of reference data across multiple products, including Cash, SWAP, Fixed Income, Stock Loan, and Global Clearing.
• Act as a subject matter expert for Prime Brokerage products to internal and external stakeholders.
• Own pre go-live testing, collaborating with front office, product development, middle office, and technology teams.
• Facilitate client change requests globally across APAC, EMEA, and North America.
• Communicate onboarding progress to senior business stakeholders and ensure timely delivery.
• Manage and coordinate multiple streams of work, resolving issues and conflicts to meet deadlines.
• Provide clear, targeted communication to different audiences, both internal and external.

• Prime Brokerage knowledge and operational understanding of related products.
• Good knowledge of PowerPoint and Excel.
• Self-directed, highly motivated, and able to work independently while promoting global knowledge sharing.
• Ability to work to tight deadlines, especially for client go-lives and strong project management skills with the ability to manage multiple work streams and deliver results.
• Excellent written and verbal communication skills, with the ability to tailor messages to different audiences.
• Understanding of hedge funds and trading strategies and knowledge of trade file processing standards and trade booking systems (including SWIFT).
• Ability to confidently communicate with external and internal clients across all business areas. Analytical and problem-solving skills, with exceptional attention to detail.
• Ability to act with urgency and work under pressure and highly organized and able to multi-task in a fast-paced environment.

• Experience in client integration or implementation within financial services.
• Exposure to global Prime Brokerage operations and products.
• Experience leading or supporting large-scale onboarding projects.
• Familiarity with operational support for transitions management and client service account management.
• Demonstrated ability to resolve complex issues and deliver solutions in a dynamic environment.