Make a direct impact on how we onboard and support clients—safely, accurately, and at scale. In this role, you will be the go-to process expert who helps teams navigate risk and controls with confidence. You will turn operational data into clear insights that improve performance and reduce errors. You will also shape smarter workflows through continuous improvement and automation partnerships.
As a Client Operations Admin Analyst in JP Morgan Personal Investing, you will own day-to-day delivery across key operational processes while strengthening risk management, data quality, and service outcomes. You will partner closely with controls, audit, and financial crime stakeholders to provide clear guidance and timely responses. You will use data to spot trends early, raise concerns, and help us continuously improve how we work.
Job Responsibilities
Develop deep knowledge of assigned operational processes, including their end-to-end workflow, risks, and controls.
Document process steps, maintain up-to-date procedures, and support training for new team members.
Monitor process performance and compliance, identifying potential issues before they escalate.
Handle Client onboarding and Administration such as Anti Money Laundering checks and changes to bank details.
Monitor inbox and work queues, prioritising tasks based on urgency and importance.
Track outstanding items and follow up to ensure resolution.
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Stay up-to-date with internal policies, industry regulations, and best practices.
Use Excel and other tools to perform reconciliations.
Present findings to management, highlighting areas for improvement or concern.
Propose changes to streamline workflows, reduce manual effort, and enhance security.
Collaborate with your manager to automate repetitive tasks.
Required qualifications, capabilities, and skills
Ability to juggle multiple tasks and priorities, maintaining clear records and meeting deadlines.
Adapt quickly to changing business needs and priorities.
Ability to write clear, concise emails and reports for internal and external audiences.
Be able to communicate complex information in an understandable way.
Build relationships with colleagues and clients through effective verbal interactions.
Being very good user of Excel for data analysis, reporting, and process automation (e.g., formulas, pivot tables) and adapt to new technology platforms as required.
Remain calm and focused under pressure, handling high volumes and tight deadlines.
Adjust to new processes, systems, or regulatory changes quickly.
Review work carefully to ensure accuracy and completeness.
Spot inconsistencies or errors in data, documentation, or processes.
Follow procedures meticulously to avoid mistakes.
Preferred qualifications, capabilities, and skills
Previous experience in an operations or administration role.
Working knowledge of relevant processes and procedures.
Demonstrated adherence to compliance guidelines and regulatory requirements.
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