Job Description
You will work as part of an Account Opening and Account Maintenance team. Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who has some experience in the financial markets/Client On-boarding.
Job Responsibilities
- Open accounts for new and existing clients
- Undertake updates to account in a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures
- Process client instructions to update authorities / limits / powers / contacts etc
- Process tax documents like FATCA / CRS / W8 / W9
- Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with teams responsible for completing sub-activities across the process
- Communicates in a clear transparent way and articulates on-boarding requirements and time commitments to the client / sales support teams
- Set and manage the priority of all requests through ongoing engagement with business , whilst proactively managing the pipeline throughout all stages of the process
- Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements
- Identify red flag / dot situations and escalate in line with policy and procedures
- Ensure MI is updated on real time basis so as to reflect the accurate status
- Ensuring appropriate and confidential handling / sharing of sensitive client data
- Contribute ideas and participate in efforts to drive continuous improvement to enhance service delivery
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Required Qualifications, Skills and Capabilities:
- Minimum experience of 6 with relevant experience in Client Onboarding
- Strong understanding of account opening and maintenance
- Preferably knowledge of Private Banking industry
- Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making , and conflict resolution skills
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.