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 exceptions arising as Process flow through multiple control checks
- 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
- Timely and accurate execution and verification of all instructions received from internal partners and global teams
- Process and assure completeness of all requests
- Respond promptly and accurately to Front Office requests
- Produce high quality performance and accuracy to best meet our client's needs and expectations
- Ensure adherence to all service level commitments, process controls, and escalation policies
- Work closely with teammates to maximize efficiency
- Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvement
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Required Qualifications, skills and capabilities:
- 4 - 6 years of operations experience with 1 -2 years in client operations
- Familiarity with Account opening and KYC documentation is an added advantage.
- Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
- Assume ownership and responsibility to accomplish goals
- Strong intellectual capacity for process improvements
- Absolute discretion when dealing with confidential matters
- Detail-oriented and results-focused
- Excellent interpersonal skills, both written and oral
- Exceptional follow-up and follow-through skills
- Able to work under minimal supervision; adaptable to work in demanding environment
Identify critical requirements and potential gaps by understanding complex and interdependent processes
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.