📌 Core Information
🔹 Job Title: Client Account Services (CAS) Vice President
🔹 Company: JPMorgan Chase
🔹 Location: Bournemouth, United Kingdom
🔹 Job Type: Full time
🔹 Category: Financial Services
🔹 Date Posted: April 4, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Managing market, regulatory, product, and strategic-driven changes impacting Global Custody market accounts
- Ensuring internal and external readiness, mitigating risk, and supporting clients
- Collaborating with stakeholders, including Network Management, Agent Banks, Global Custody Product, and Global Client Account Services teams
- Focusing on regulatory compliance and industry standards
- Driving process improvements and automation
ASSUMPTION: This role requires strong project management and leadership skills, as well as excellent communication abilities. A background in securities services and regulatory knowledge is preferred.
📋 Key Responsibilities
✅ Manage market and regulatory changes to ensure readiness for both internal and external stakeholders, focusing on strict market deadlines, client impact, and creating efficiencies where possible
✅ Prepare and standardize client outreaches, ensuring seamless execution for external clients and Sub Custodian banks
✅ Provide scoping and testing impacts on systems and technology
✅ Look for ways to improve processes and drive changes using automation and AI
✅ Provide support and training for the roll out of change and work with operational teams to implement changes to standard operating procedures
✅ Manage and drive remediation activity that may be required to existing account structures
✅ Re-document market accounts by liaising with internal teams and our Sub Custodian banks to finalize and agree documents
✅ Report on progress and supplying management information both to the wider program teams and stakeholders
ASSUMPTION: This role involves a high degree of collaboration and requires strong organizational and problem-solving skills.
🎯 Required Qualifications
Education: Bachelor's degree or equivalent experience
Experience: 5-10 years of relevant experience in financial services or a related field
Required Skills:
- Project management and leadership skills
- Organizational and problem resolution skills
- Strong written and oral communication skills
- Working effectively within a team
- Attention to detail
- Willingness to learn and be flexible in a changeable environment
Preferred Skills:
- Industry knowledge
- Securities Services knowledge and Global Custody
- Regulatory knowledge
- Data literacy / Proficiency in MS Office - Microsoft Word, Excel, and PowerPoint.
- Alteryx and/or Tableau systems
ASSUMPTION: While a degree is preferred, equivalent experience will be considered. Industry-specific knowledge and regulatory experience are highly valued for this role.
💰 Compensation & Benefits
Salary Range: £70,000 - £100,000 per annum (Estimated based on market research and company size)
Benefits:
- Competitive benefits package
- 401(k) or pension plan
- Health, dental, and vision insurance
- Employee stock purchase plan
- Tuition assistance and professional development opportunities
Working Hours: Full-time, typically Monday to Friday, 9:00 AM to 5:30 PM (with flexibility for project demands)
ASSUMPTION: The salary range is estimated based on market research and the company's size. Actual compensation may vary based on experience and performance.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 10,001+ employees (Enterprise-level)
Founded: 1799 (as a predecessor institution)
Company Description:
- JPMorgan Chase is a leading global financial services firm with operations in more than 100 countries
- Provides investment banking, financial services for consumers and businesses, and asset management
- Committed to responsible business practices and community engagement
Company Specialties:
- Consumer & Community Banking
- Corporate and Investment Bank
- Asset Management
- Private Banking
- Commercial Banking
Company Website: http://www.jpmorganchase.com
ASSUMPTION: JPMorgan Chase is a large, established financial institution with a global presence and a wide range of services.
📊 Role Analysis
Career Level: Mid-level to senior role, with potential for growth within the department or the broader organization
Reporting Structure: Reports directly to the Head of Client Account Services (CAS) Markets Solutions team
Work Arrangement: On-site, with potential for hybrid or remote work depending on business needs
Growth Opportunities:
- Progression to a senior or management role within the CAS department
- Expansion into other areas of the business, such as Global Custody Product or Global Client Account Services teams
- Development of expertise in specific markets or regulatory areas
ASSUMPTION: This role offers opportunities for career growth and development within the organization.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space with on-site amenities
Office Location(s): 270 Park Avenue, New York, NY 10017-2014, US; 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA; 2200 Ross Ave, Dallas, TX 75201, US; Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN; 370 S Cleveland Ave, Westerville, OH 43081, US; 100 N Tampa St, Tampa, FL 33602, US; 4 Metrotech Center, Brooklyn, NY 11201, US; 25 Bank Street, London, England E14 5, GB
Geographic Context:
- Bournemouth is a coastal town in Dorset, England, with a population of approximately 185,000
- Known for its beaches, gardens, and historic architecture
- Offers a mix of urban and rural living, with easy access to outdoor activities and cultural attractions
Work Schedule: Monday to Friday, 9:00 AM to 5:30 PM (with flexibility for project demands)
ASSUMPTION: The Bournemouth office offers a modern work environment with opportunities for collaboration and professional development.
💼 Interview & Application Insights
Typical Process:
- Online application and resume screening
- Phone or video screening with a member of the HR team
- In-depth interviews with hiring managers and team members
- Final round interviews with senior leadership
Key Assessment Areas:
- Problem-solving and analytical skills
- Communication and interpersonal skills
- Cultural fit and alignment with company values
- Technical skills and industry knowledge
Application Tips:
- Highlight relevant experience and achievements in your resume
- Tailor your cover letter to demonstrate your understanding of the role and the company
- Prepare for behavioral and situational interview questions
- Research the company and the industry to show your enthusiasm and knowledge
ATS Keywords: Project management, leadership, market changes, regulatory compliance, client communication, stakeholder collaboration, process improvement, automation, AI
ASSUMPTION: The application process may vary depending on the specific hiring manager or team, but generally follows a structured interview process.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Alteryx
- Tableau
- Project management tools (e.g., Asana, Trello, Jira)
ASSUMPTION: The specific tools and technologies used may vary depending on the team and the projects at hand.
👔 Cultural Fit Considerations
Company Values:
- Putting Clients First
- Managing Risk
- Building Strong Teams
- Living Our Values
- Acting with Integrity
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on execution
- Adaptable and responsive to change
- Committed to continuous learning and improvement
Self-Assessment Questions:
- How do you demonstrate putting clients first in your work?
- Can you provide an example of a time when you managed risk effectively?
- How do you build and maintain strong teams in a dynamic work environment?
- How do you live the company values in your daily work?
ASSUMPTION: JPMorgan Chase values a diverse and inclusive work environment, with a strong focus on collaboration and teamwork.
⚠️ Potential Challenges
- Managing multiple projects and deadlines simultaneously
- Navigating a large, complex organization with numerous stakeholders
- Keeping up with regulatory changes and industry trends
- Adapting to a fast-paced, dynamic work environment
ASSUMPTION: These challenges can be overcome with strong project management skills, effective communication, and a willingness to learn and adapt.
📈 Similar Roles Comparison
- Compared to other roles in Client Account Services, this position has a stronger focus on market and regulatory changes
- In the broader financial services industry, this role is similar to a Market Risk Manager or a Regulatory Compliance Manager, but with a unique focus on client account structures
- Career progression may involve moving into a senior or management role within the CAS department or expanding into other areas of the business
ASSUMPTION: This role offers a unique blend of project management, stakeholder collaboration, and regulatory compliance skills, with opportunities for career growth and development.
📝 Sample Projects
- Managing a market entry project, including agent transitions and regulatory compliance
- Reviewing and remediating existing account structures to meet current and future market and regulatory requirements
- Implementing process improvements and automation to enhance efficiency and accuracy
ASSUMPTION: These sample projects demonstrate the range of responsibilities and the level of complexity involved in this role.
❓ Key Questions to Ask During Interview
- Can you describe a typical day or week in this role?
- How does this role collaborate with other teams within the organization?
- What are the most challenging aspects of this role, and how can I prepare for them?
- How does the company support the professional development and growth of its employees?
- What are the key priorities for this role in the first 30, 60, and 90 days?
ASSUMPTION: These questions demonstrate your interest in the role and your commitment to understanding the work environment and expectations.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills
- Prepare for behavioral and situational interview questions
- Research the company and the industry to show your enthusiasm and knowledge
- Follow up with the hiring manager or HR representative within one week of submitting your application
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
