Investment banking Work, Jobs in Swanage, Dor (with Salaries)

Client Service Account Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Communication skills
13d
Wholesale KYC Operations Payments Middle Office Associate / Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Computer literacy
- English
- Analysis skills
6d
AML/KYC Business Analyst Vice President
JPMorganChase —Bournemouth
- Full-time
- Microsoft Excel
- Microsoft Office
- AI
Software Engineer III - UAT, Payments
JPMorganChase —Bournemouth
- Full-time
- Microsoft Powerpoint
- Software troubleshooting
- Software development
10d
Trade Support - Analyst
JPMorganChase —Bournemouth
- Full-time
- Analysis skills
- Communication skills
5d
Investment Middle Office Services (IMOS) - Client Operations - Vice President
JPMorganChase —Bournemouth
- Full-time
- Leadership
- Communication skills
10d
Derivatives Operations - OTC Settlements Analyst
JPMorganChase —Bournemouth
- Full-time
- Communication skills
- Time management
Software Engineer II - Full Stack React/Java Developer
JPMorganChase —Bournemouth
- Full-time
- Software troubleshooting
- Agile
- AI
10d
Payment Lifecycle Associate
JPMorganChase —Bournemouth
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
10d
Lead Software Engineer - Full Stack C#/.Net / React
JPMorganChase —Bournemouth
- Full-time
- English
- JavaScript
- Software development
Client Tax Analyst
JPMorganChase —Bournemouth
- Full-time
- Analysis skills
- Communication skills
- Analytics
13d
Technical Project Manager III - Global Liquidity & Account Solutions
JPMorganChase —Bournemouth
- Full-time
- Analysis skills
- Agile
- Leadership
4d
Loan Trading Services Associate
JPMorganChase —Bournemouth
- Full-time
- Communication skills
Manager, Mergers & Acquisitions (M&A)
Boralex —Ringwood
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Engineering
Quick apply
10d
Payments FIG Sales Strategy and Business Development - Associate
JPMorganChase —Bournemouth
- Full-time
- Analysis skills
Operational Regulatory Support Associate
JPMorganChase —Bournemouth
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Bankruptcy Service Support Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Custody Asset Servicing Analyst
JPMorganChase —Bournemouth
- Full-time
- Financial services
13d
Director of Finance
The Tank Museum —Bovington Camp
- £70,000 - £75,000 a year
- Full-time
- Microsoft Excel
- Team management
- Budgeting
Quick apply
10d
Business Manager - Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
3d

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investment banking jobs near swanage, dor

Client Service Account Manager - Associate

JPMorganChase -
Bournemouth

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Job details

Full-time
13 days ago

Qualifications

Stakeholder collaboration
Client engagement
Stakeholder liaison
Business processes
Case record updates
Internal department liaison
Partnership building
Organisational skills
Relationship management
Customer support
Customer interaction
Multidisciplinary collaboration
Communication skills

Full job description

JOB DESCRIPTION

Be the trusted point of contact for clients navigating complex trade finance transactions. In this role, you will help clients move business forward by delivering responsive, high-quality service and clear guidance. You will partner closely with product, sales, and operational teams to solve issues quickly and improve the end-to-end experience. Join a collaborative team that values accountability, continuous improvement, and client satisfaction.

As a Client Service Account Manager – Associate in Trade and Working Capital, you provide first-class service to clients by managing trade finance activity after the sale and resolving complex inquiries. You will use your trade product knowledge to support clients with standby letters of credit, guarantees, commercial letters of credit, and collections. You will work with us to build strong partnerships across teams, identify themes in client needs, and improve processes that raise service quality. This role matters because it protects the client experience while supporting sustainable growth.

Job responsibilities

Manage post-sale transaction activity through completion, ensuring accurate handling and timely turnaround
Resolve complex client inquiries related to trade finance transactions and documentation requirements
Partner with sales, product, and operational teams to deliver a seamless client experience
Build and maintain strong relationships with clients and internal stakeholders
Track transaction status and provide clear, timely updates and reporting to clients and partners
Investigate and support resolution of refusals, disputes, and exceptions across complex cases
Document all client interactions accurately in the case management system
Deliver client training and support client engagement activities to strengthen relationships
Analyze client activity patterns and share insights on trends, risks, and service opportunities
Identify and implement process improvements aligned with trade priorities

Required qualifications, capabilities, and skills

Working knowledge of trade finance rules and practices (including UCP 600, ISP 98, and URDG)
Experience supporting core trade products (standby letters of credit, guarantees, commercial letters of credit, and collections)
Demonstrated ability to manage multiple client requests and transactions simultaneously while meeting deadlines
Strong client service orientation with evidence of building and maintaining effective client relationships
Proven ability to resolve complex issues through structured investigation and sound judgment
Clear written and verbal communication skills, including the ability to explain requirements to clients and partners
Strong organizational skills and attention to detail, with consistent, accurate follow-through
Ability to collaborate effectively across cross-functional teams and navigate competing priorities
Comfort using case management and workflow tools to track and document work accurately

Preferred qualifications, capabilities, and skills

Certified Documentary Credit Specialist (CDCS) qualification
Additional language capability to support diverse client needs
Proficiency working across multiple systems and tools in a high-volume environment
Interest in automation and artificial intelligence tools to streamline processes and reporting

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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Apply Now

Refine Your Search

investment banking jobs in swanage, dor

Client Service Account Manager - Associate

Wholesale KYC Operations Payments Middle Office Associate / Senior Associate

AML/KYC Business Analyst Vice President

Software Engineer III - UAT, Payments

Trade Support - Analyst

Investment Middle Office Services (IMOS) - Client Operations - Vice President

Derivatives Operations - OTC Settlements Analyst

Software Engineer II - Full Stack React/Java Developer

Payment Lifecycle Associate

Lead Software Engineer - Full Stack C#/.Net / React

Client Tax Analyst

Technical Project Manager III - Global Liquidity & Account Solutions

Loan Trading Services Associate

Manager, Mergers & Acquisitions (M&A)

Payments FIG Sales Strategy and Business Development - Associate

Operational Regulatory Support Associate

Bankruptcy Service Support Senior Associate

Custody Asset Servicing Analyst

Director of Finance

Business Manager - Senior Associate

I want to receive the latest job alerts for investment banking in swanage, dor

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