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JP Morgan Chase & Co.

Client Operations Analyst

Early Applicant
  • 16 days ago
  • Be among the first 50 applicants
Exp: 5-7 Years
Mumbai(estd)

Banking/Accounting/Financial Services

(estd)

Job Description

Join the team which handles the account opening/maintenance requests for private banking clients of world's most innovative bank.

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.

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.
  • Collaborate 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 experienceof 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 orientedmindset
  • 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

Date Posted: 08/11/2024

Job ID: 99627953

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About Company

JPMorgan Chase Bank, N.A., doing business as Chase Bank or often as Chase, is an American national bank headquartered in New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase

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