Description

You are a strategic thinker passionate about driving solutions in Asset Management Client Onboarding & Implementation. You have found the right team.

As “Asset Management Client Onboarding & Implementation Professional ” within our energetic team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

- Engage key stakeholders to deliver tactical and strategic projects that identify opportunities, reduce risk, enhance controls, and improve client service.
- Lead onboarding and ongoing management of new accounts across JPMorgan Funds, ETFs, and Institutional mandates (including lifecycle events such as mergers, liquidations, closures, in-species transfers, and custody changes).
- Drive account-related projects, including operating model design/implementation, new market implementations, and regulatory-driven programs.
- Implement fund and client-driven initiatives and manage the end-to-end lifecycle of multi-faceted initiatives within the strategic pipeline.
- Maintain onboarding and event documentation, including checklists, account opening information, product specifications, project plans, and related materials.
- Schedule and chair regular Front Office, Operational, and workstream meetings, documenting actions and tracking progress to completion.
- Project-manage initiatives from win through funding for Institutional initiatives, coordinating concurrent workstreams to agreed timeframes.
- Translate business requirements into project plans, onboarding checklists, process flows, runbooks, and status reporting to ensure transparency and alignment.




- Communicate effectively with clients and internal partners to understand expectations, manage dependencies, and exceed stakeholder expectations.
- Escalate issues in a timely manner to drive resolution and root-cause analysis, applying judgement and creative problem-solving as needed.
- Develop strategic, scalable end-to-end operating models and procedures, supporting best practices and consistency across the global team and external partners.

Required qualifications, capabilities and skills
- Graduates/Post graduates with minimum 6 years’ experience in the Financial Services industry
- Strong stakeholder management skills and ability to build effective relationships across varying seniority levels.
- Proven project management capability to manage multiple concurrent initiatives end-to-end.
- Strong ability to manage workstreams from initiation through post-implementation review.
- Excellent time management and delivery focus; able to work independently when required.
- Strong MS Office skills (Excel, Word, PowerPoint) and ability to use web-based technology effectively.
- Strong verbal, written, and interpersonal communication skills with senior stakeholders and clients.
- Strong problem-solving skills with the ability to resolve issues and drive outcomes.
- Disciplined, self-motivated approach with initiative to propose and execute process enhancements.
- Strategic thinking with the ability to adapt to change.

Preferred qualifications, capabilities and skills
- Asset Management experience or relevant Investment Banking / Wealth Management experience.
- Solid financial product knowledge (Equity, Fixed Income, Currency, Derivatives, and Funds).
- Trade flow knowledge from event inception and trade execution through to operational settlement.

📌 Associate Client Support (Mumbai)
🏢 JPMorganChase
📍 Mumbai