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Job Description
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
Job Summary:
As a Client Data Associate II within JPMorgan Chase, you will play a pivotal role in maintaining our company's strength and resilience. Your primary responsibility will be to lead a team of KYC Operations Analysts and Reviewers, ensuring compliance with regulatory standards and timely completion of client-level due diligence. You will have the opportunity to showcase your excellent customer service skills, manage daily operations, and strategically improve processes to enhance team performance. This role offers you the chance to make a significant impact on our firm's quality standards.
Job Responsibilities:
Required Qualifications, Skills and Capabilities:
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.
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
Job Summary:
As a Client Data Associate II within JPMorgan Chase, you will play a pivotal role in maintaining our company's strength and resilience. Your primary responsibility will be to lead a team of KYC Operations Analysts and Reviewers, ensuring compliance with regulatory standards and timely completion of client-level due diligence. You will have the opportunity to showcase your excellent customer service skills, manage daily operations, and strategically improve processes to enhance team performance. This role offers you the chance to make a significant impact on our firm's quality standards.
Job Responsibilities:
- Understanding and implementing KYC standards, guidelines, policies, and procedures is crucial. This involves selecting team members, managing their performance, and promoting their overall development within the assigned team.
- Managing a team of KYC Operations Analysts and Reviewers on a daily basis, providing coaching and ongoing performance feedback.
- Analyzing daily and monthly metrics to track individual team members' performance over time, evaluating their performance, learning, and capabilities.
- Addressing any issues escalated by internal or external customers effectively.
- Identifying special training needs that could benefit team members, enhancing team efficiency and quality.
- Proactively highlighting potential issues to management.
- Driving process improvements and implementing necessary process changes.
- Identifying root causes, understanding connections and implications, and evaluating alternatives.
- Making effective and well-grounded decisions based on guidelines, policies, and insights.
- Creating an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
- Being flexible to multitask and effectively manage priorities across the broader function.
Required Qualifications, Skills and Capabilities:
- Minimum Requirement of Bachelor's Degree
- Minimum 10 years of experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance and KYC
- Proven track record of ongoing coaching, educating and directing a team.
- Experience with leading a new team with limited Subject Matter Expertise
- Outstanding client management, partnership building, leadership and direct experience of dealing with multiple stakeholders at one time
- Excellent interpersonal skills necessary to work effectively with colleagues and senior management
- Strong relationship building skills to influence/negotiate desired outcomes
- Ability to deep-dive and investigate issues to see a successful resolution. Experience with the build out and execution of a new team or procedures
- Ability to identify risks and issues and successfully navigate through to completion. Possess strong computer skills: Lotus Notes and Microsoft Office Suite including Excel, Word and PowerPoint
- Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment
- Develop and lead a team that is responsive to dynamic organizational and operational changes
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.
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