Job Summary:
Process - CWM team is responsible to add/change settlement instructions on CWM Brokerage accounts as per the client instructions. Team deals with request type called - ACH Setup, IRA Standing Instruction, Income Payment, Systematic, RMDQ, Error Docs, Estate and Annuity, JPMA ACH Setup etc.
As a Client Account Maintenance_Operations Analyst in the CWM team, you will be responsible for adding/changing settlement instructions on CWM Brokerage accounts as per client instructions. You will deal with various request types and ensure accurate and timely completion of operational procedures. You will also coordinate with teams for missing documents and details, and ensure all requests are completed before cutoff. This role requires strong analytical skills, excellent communication, and a strong client focus.
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Job Responsibilities:
- Processing & validating account opening & various types of maintenance requests on client accounts for the private banking clients.
- Extensive research on additional and updated client details.
- Coordinate with banker for missing documents and details.
- Ensure that all requests are completed before cutoff and there is no SLA miss.
- Ensure accurate and timely completion of operational procedures.
- Understand, follow and demonstrate compliance with all Risk and Control regulations.
- Monitor and chase queries to ensure timely completion based on deadlines/urgency/escalations.
Required Qualifications, Skills and Capabilities
- Strong analytical skills with high accuracy and attention to details.
- Excellent communication skills, both verbal and written.
- Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
- Strong team player
- Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
- Adaptability: effectively organize and prioritize work to meet stringent deadlines.
- Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
- Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.
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.