
Global financial services firm
Prime Financial Services Client Onboarding
Required skills
Go
Swift
Excel
Project Management
Are you ready to join a market-leading team in Prime Brokerage and make a difference for our clients? At JPMorgan Chase, you’ll play a key role in onboarding new clients to our Prime Brokerage platform, collaborating with global partners to deliver a professional and integrated experience. This is your opportunity to develop your expertise, work with diverse teams, and contribute to the success of our clients in a fast-paced environment.
Job Summary
As a Global Middle Office Onboarding Associate in Prime Brokerage, you will manage the end-to-end onboarding process for new clients, ensuring operational excellence and a seamless transition onto the JPMorgan platform. You will work closely with internal stakeholders across Front Office, Product Development, Client Service, Sales, Corporate Actions, and Technology, providing solutions and support across a range of products. Together, we will deliver an outstanding client experience and drive operational success.
Job Responsibilities
- Partner with clients, vendors, and front office business teams to onboard Prime Brokerage clients.
- Ensure testing and set-up are completed with all necessary sign-offs before client go-live.
- Offer integration solutions to clients for successful onboarding onto the Prime Brokerage platform.
- Assist in the full operational set-up of reference data across multiple products, including Cash, SWAP, Fixed Income, Stock Loan, and Global Clearing.
- Act as a subject matter expert for Prime Brokerage products to internal and external stakeholders.
- Own pre go-live testing, collaborating with front office, product development, middle office, and technology teams.
- Facilitate client change requests globally across APAC, EMEA, and North America.
- Communicate onboarding progress to senior business stakeholders and ensure timely delivery.
- Manage and coordinate multiple streams of work, resolving issues and conflicts to meet deadlines.
- Provide clear, targeted communication to different audiences, both internal and external.
Required Qualifications, Capabilities, and Skills
- Prime Brokerage knowledge and operational understanding of related products.
- Good knowledge of PowerPoint and Excel.
- Self-directed, highly motivated, and able to work independently while promoting global knowledge sharing.
- Ability to work to tight deadlines, especially for client go-lives and strong project management skills with the ability to manage multiple workstreams and deliver results.
- Excellent written and verbal communication skills, with the ability to tailor messages to different audiences.
- Understanding of hedge funds and trading strategies and knowledge of trade file processing standards and trade booking systems (including SWIFT).
- Ability to confidently communicate with external and internal clients across all business areas. Analytical and problem-solving skills, with exceptional attention to detail.
- Ability to act with urgency and work under pressure and highly organized and able to multi-task in a fast-paced environment.
Preferred Qualifications, Capabilities and Skills
- Experience in client integration or implementation within financial services.
- Exposure to global Prime Brokerage operations and products.
- Experience leading or supporting large-scale onboarding projects.
- Familiarity with operational support for transitions management and client service account management.
- Demonstrated ability to resolve complex issues and deliver solutions in a dynamic environment.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1 reports
$139,000
total per year
Base
$107,000
Stock
-
Bonus
-
$139,000
$139,000
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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