In-Demand Operations client account services associate Jobs in Sydney, Nsw

Operations - Client Account Services - Associate
JPMorganChase —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- AI
9d
Client Services Associate
Marsh —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Senior Secondary Certificate of Education
Associate Service Operations Specialist
SITA Switzerland Sarl —North Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
- Employee assistance program
Global Banking - Sydney Payments Client Service Associate
JPMorganChase —Sydney NSW
- Full-time
- Presentation skills
- Bachelor's degree
- AI
Client Operations Manager
PIMCO —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
Escala - Middle Office Operations Analyst
Focus Financial Partners —Sydney NSW
- Microsoft Excel
- Management
- Administrative experience
Scaled Customer Success Associate
Hapana —Sydney NSW
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
- Annual leave
- Work from home
Quick Apply
6d
Strategic Account Associate
Colonial First State —Sydney NSW
- Full-time
- Hybrid work
- Financial services
- AI
- Communication skills
- Health insurance
6d
Escala - Middle Office Operations Analyst
Focus Partners Australia & Escala Partners —Sydney NSW
- Microsoft Excel
- Administrative experience
- Communication skills
Quick Apply
Assistant Finance Manager
University of Sydney —Forest Lodge NSW
- $107,312 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
6d
Associate Data Leader - Australia/NZ
Morningstar —Sydney NSW
- Full-time
- Hybrid work
- Sales
- Bachelor's degree
- Communication skills
3d
Tax Services/Fund Tax (Associate)
SS&C Technologies —Sydney NSW
- Full-time
- Hybrid work
- Finance
- Master's degree
- Analysis skills
- Annual leave
Compliance Associate - Australia
BlackRock Investments —Sydney NSW
- Hybrid work
- Management
- In-person
- AI
- Tuition reimbursement
- Work from home
Associate, Public Sector Banking - Corporate Bank
Citi —Sydney NSW
- Full-time
- Management
- Analysis skills
- Education
Associate – Infrastructure Portfolio Management Group
QIC Limited —Sydney NSW
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
Associate Director, Assistant Coverage Banker, Global Subsidiaries
Standard Chartered —Sydney NSW
- CRM software
- Sales
- Analysis skills
- Health insurance
- Annual leave
Office Manager
Jalshank Associates Pty Ltd —Castle Hill NSW
- $80,000 - $90,000 a year
- Full-time
- In-person
- Associate degree
Quick Apply
Senior Associate, Public Affairs
Teneo —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Research
Clinical Trial Coordinator II
Thermo Fisher Scientific —Sydney NSW
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Parental leave
- Employee assistance program
Tax Associate
SS&C Technologies —Sydney NSW
- Full-time
- Hybrid work
- Customer service
- Finance
- Master's degree
- Health insurance
- Parental leave
13d

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operations client account services associate jobs near sydney, nsw

Operations - Client Account Services - Associate

JPMorganChase -
Sydney NSW

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Job Details

Full-time
9 days ago

Qualifications

Microsoft Word
Microsoft Excel
AI
Communication skills

Full Job Description

JOB DESCRIPTION

Help clients start strong in global custody by making onboarding smooth, accurate, and on time. You'll play a key role in converting new and incremental wins into live, operating custody accounts. You'll work closely with partners across relationship coverage, client service, onboarding, transitions, and local market agents. If you enjoy operational ownership, problem-solving, and stakeholder management, you'll find meaningful impact and growth here. Your work will directly support client satisfaction, risk management, and scalable service delivery.

As a Client Account Services Associate in Client Account Services, you execute custody account openings and coordinate market documentation to enable new and expanding client relationships. You'll capture business requirements, manage timelines and dependencies, and ensure high-quality setup across systems and local market partners. You'll help identify and resolve issues early to keep deliverables on track and aligned to agreed service levels. You'll also contribute to reporting and continuous improvement that strengthens execution, controls, and client experience.

We support clients across Australia, New Zealand, and Asia (excluding Japan) through account opening, documentation coordination, and change activity such as restructures, launches, transitions, and exits. Priorities can shift with client activity, so you'll work in a flexible team environment that values clear communication, strong execution discipline, and continuous improvement.

Job responsibilities

Coordinate and govern the set-up of custody account openings for new and incremental business, ensuring accurate setup and timely completion
Coordinate market and tax documentation requirements to support account activation across relevant jurisdictions
Partner with relationship coverage, client service, onboarding, and transitions teams to confirm requirements and deliver to agreed service levels
Liaise with local agents and service providers to progress documentation, clarify requirements, and resolve blockers
Track milestones, dependencies, and timelines to keep work progressing and stakeholders aligned
Respond to account opening and documentation inquiries with clear, solution-oriented communication
Update account reference data to maintain high data quality and operational readiness
Maintain procedure documentation to reflect current processes and control expectations
Identify risks, issues, and process gaps early, escalating appropriately and proposing practical improvements
Contribute to reporting on key performance indicators and key risk indicators for stakeholders and leaders

Required qualifications, capabilities, and skills

5 years of experience in global custody, fund services, or securities services operations with direct account opening exposure
Demonstrated knowledge of custody account structures and market documentation requirements across multiple jurisdictions
Proven ability to manage multiple concurrent requests with competing deadlines and changing priorities
Strong stakeholder management skills, including clear written and verbal communication with senior internal and external partners
Demonstrated ability to identify operational risk, investigate issues, and drive timely resolution
Experience tracking service level commitments and delivering work to agreed timelines and quality standards
Proficiency in Microsoft Excel and Microsoft Word

Preferred qualifications, capabilities, and skills

Experience coordinating onboarding activities across Australia, New Zealand, and Asia (excluding Japan) markets
Familiarity with custody account opening workflows, controls, and documentation standards across omnibus and segregated models
Proficiency using AI and generative AI tools to improve business processes while adhering to data privacy, risk, and compliance requirements.
Experience working with local agents and third-party service providers to progress documentation and resolve exceptions
Experience contributing to operational reporting, including defining and improving key performance and risk indicators
Exposure to custody platforms or account opening tools used in large financial institutions

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

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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Refine Your Search

operations client account services associate jobs in sydney, nsw

Operations - Client Account Services - Associate

Client Services Associate

Associate Service Operations Specialist

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Escala - Middle Office Operations Analyst

Assistant Finance Manager

Associate Data Leader - Australia/NZ

Tax Services/Fund Tax (Associate)

Compliance Associate - Australia

Associate, Public Sector Banking - Corporate Bank

Associate – Infrastructure Portfolio Management Group

Associate Director, Assistant Coverage Banker, Global Subsidiaries

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Senior Associate, Public Affairs

Clinical Trial Coordinator II

Tax Associate

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