J.P. Morgan is a premier Corporate and Investment Bank with a full suite of global financial services and capabilities. The Corporate and Investment Bank has three primary businesses: Markets, Investor Services and Banking. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business in more than 100 countries. We offer strategic advice, lend money, raise capital, help manage risk, extend liquidity, buy and sell securities and provide many other banking services in markets around the world.
As a Client Data Manager II, you'll be responsible for the operational management and control of the daily workflow within Client Account Services.
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Job responsibilities:
- Manage the workflow through the life cycle of account opening, maintenance and closures.
- Conduct operational management and control of the daily workflow within the team
- Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
- Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
- Establish policies, procedures, and guidelines which comply with internal and external controls to continuously strengthen the controls environment
- Provide direction and leadership to the team
- Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
- Process continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
- Contribute to the strategic development of Client Account Services processes
Required qualifications, skills and capabilities:
- Operational subject matter expertise in Custody account opening, maintenance and closures.
- Strong people management skills, ability to lead and motivate managers
- Strong ability to learn ongoing stream of new markets, products, and processes
- Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
- Confident communicator in all mediums to both internal and external clients
- Strategic thinker, able to review and implement process improvements
- Proficient in Microsoft Office products including Word, Excel, Access, and Outlook
Preferred qualifications, skills and capabilities:
- Bachelor's degree or equivalent, preferred
ABOUT US
JPMorganChase, 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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.