Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team
As a Client Operations Associate within our Account Opening and Account Maintenance team, you will be an integral part of our efforts to streamline and enhance our processes. You will have the opportunity to demonstrate your interest and knowledge in financial markets, and utilize your excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork, and interpersonal skills. Your initiative, enthusiasm, and confidence to complete projects will be highly valued. This role provides a great opportunity for you to leverage your experience in financial markets, client onboarding, and KYC maintenance.
Job Responsibilities:
- Connect and engage with stakeholders to drive change and enhance the customer experience.
- Be agile and flexible in multi-tasking according to business needs.
- Manage and prioritize initiatives requested by stakeholders.
- Verify client data to ensure accuracy and compliance.
- Assist in client servicing activities to support client needs.
- Research client inquiries and manage follow-up communication effectively.
- Manage new client account openings and perform account maintenance activities, including client communication, suitability assessments, tax form processing, and KYC maintenance.
- Conduct ad hoc remediation as part of regulatory and business requirements.
Required qualifications, skills and capabilities:
- Demonstrate excellent stakeholder engagement skills.
- Require fluency in English.
- You must hold a bachelor's degree or above
- You must have at least 6+ years of experience
- Exhibit expertise in PowerPoint and Excel.
- Understand the needs and sensitivities of client management.
- Maintain absolute discretion when handling confidential matters.
- Focus on details and results.
- Communicate excellently, both in writing and orally.
- Coordinate different tasks and perform related follow-up until completion.
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.
