The Reference Data Analyst manages client inquiries, oversees custody account activities, and enhances operational processes while ensuring high-quality service.
Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team.
As a Reference Data Analyst within our team, you will ensure all client queries and actioned and responded with utmost care and diligence. You will facilitate high quality and timely completion of all client requests. You must display great client service standards to define, analyse, to resolve inquiries and escalations. You should be able to closely manage day to day operations of the team/department, be able to proactively and strategically improve processes to ensure team members are high performing and meeting the firm wide quality standard.
Job Responsibilities
Required Qualifications, Capabilities, and skills
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.
You are a strategic thinker passionate about driving solutions. You have found the right team.
As a Reference Data Analyst within our team, you will ensure all client queries and actioned and responded with utmost care and diligence. You will facilitate high quality and timely completion of all client requests. You must display great client service standards to define, analyse, to resolve inquiries and escalations. You should be able to closely manage day to day operations of the team/department, be able to proactively and strategically improve processes to ensure team members are high performing and meeting the firm wide quality standard.
Job Responsibilities
- Understanding and implementation of custody initiations world overing custody and sub custody account opening and maintenance related activities.
- Understand the firm's requirements and various smart forms and articulate the same to end clients and guide them through completion.
- Partner with Clients, Sales, Solutions, Implementations, Client Service Managers and downstream teams for seamless completion of the assigned task.
- Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality)
- Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
- Showcase Process improvements and implement process changes as necessary
Required Qualifications, Capabilities, and skills
- You must hold a Bachelor's Degree or above
- At least 2 years experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in custody domain.
- Technical skills: Microsoft Office including Excel, Word, and PowerPoint
- Outstanding client management, partnership building, leadership, and direct experience of dealing with stakeholders using effective communication, organization, prioritization and interpersonal skills
- Ability to identify risks, issues and successfully navigate through to completion
- Self-reliance and willingness to \"own\" complications and creatively find solutions
- Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment
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.
Top Skills
Excel
MS Office
PowerPoint
Word
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