Client Services

Our Client Service teams deliver J.P. Morgan’s full range of capabilities, from initial on-boarding to day-to-day proactive service coverage. Experienced specialists dedicated to delivering a comprehensive and coordinated offering provide our worldwide clients with 24-hour service.

Transition Management

Our dedicated Transition professionals manage every aspect of our clients’ on-boarding, including Know Your Customer processes, documentation, credit, legal, operational flow, technology and testing. Transition specialists manage the entire front-to-back on-boarding program, weekly status discussion, go-live and subsequent seamless handover to Account Managers and Sales Trading. Our cross-asset class approach ensures that clients have a dedicated point of contact across Equity, Fixed Income, Derivatives, FX and Futures & Options.

Account Management

Once on-boarded, Account Managers oversee and proactively manage clients’ daily activities and requirements. Our experienced teams have the breadth and depth of expertise required to truly understand the unique challenges within their respective regions, while delivering coordinated service to clients who trade around the globe.

By understanding how our clients express their investment opinion across asset classes, Account Managers can customize a service model that meets our clients’ financing, operations and technology requirements. Additionally, they can optimize the opportunities and efficiencies that J.P. Morgan offers and provide access to a wide range of specialist services and experts where required. We have regional service hubs in New York, London and Hong Kong and presence in Boston and San Francisco.


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