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 and KYC Maintenance
Job Responsibilities:
- Connect/Engage with stakeholders to drive change and for better customer experience
- Be Agile and Flexible in multi-tasking as per business need
- Manage and prioritize initiatives that are requested by stakeholders
- Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
- Responsible for verification of client data
- Assisting in Client Servicing activities
- Researching client inquiries and managing follow-up communication
- Manage new client account opening and perform account maintenance activities (Client Communication, Suitability, Tax forms processing and KYC Maintenance)
- Adhoc remediation as part of regulatory and business requirements
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Required Qualifications, Skills and Capabilities:
- University degree holder (including MBA / CFA) and / or with 6 - 8 years of professional experience in a similar capacity
- Excellent stakeholder engagements skills
- PowerPoint and Excel expertise required
- Strong understanding of the needs and sensitivities of client management
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.