If you have an ability to prioritize effectively and multi-task in a fast paced, team-based environment and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team.
As a Client Operations Analyst in the account opening/maintenance team, you will be responsible for processing opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/KYC space, this role provides an excellent opportunity for you.
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Job Responsibilities
- Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
- Ensure that all requests are completed before cutoff and there is no SLA miss.
- Create subject matter experts in the team through training & mentoring.
- Drive projects & initiatives for the team.
- Liaise with onshore partners and investor groups for timely resolution of exceptions/queries.
- Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
- Contribute towards other processes during the cyclical phase of low volumes.
- Ensure adherence to all service level commitments, process controls, and escalation policies
- Question the status quo and suggest/bring changes.
Required qualifications, capabilities and skills
- Bachelor's Degree in Business Administration or Finance or equivalent work experience of min 5 years
- Ability to prioritize effectively and multi-task in a fast paced, team-based environment
- Possess strong analytical & problem solving skills
- Have a detail & control oriented mindset
- Excellent time management and organizational skills
- Ability to build strong partnerships with key stakeholders, management and colleagues
- Ability to articulate procedural concepts clearly to varied audiences
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 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.