Trade Lifecycle Client Reporting Associate

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area This is a unique opportunity for you to work in the Client Reporting team to partner with the Business.

Job Summary -

As a Trade Lifecycle Client Reporting Associate in the Client Reporting team, you will be a part of a dynamic and dedicated team responsible for all aspects of client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. You will interact with various internal groups to assist with client requests, inquiries, and issues. This role provides an exciting opportunity to manage a team and contribute to global projects and local initiatives, while ensuring accurate and timely completion of operational procedures.

Job Responsibilities

• Manage a team with a minimum size of 5-7 members.
• Ensure accurate and timely completion of operational procedures.
• Understand, follow, and demonstrate compliance with all Risk and Control regulations.
• Allocate and monitor work effectively.
• Manage escalation processes efficiently.
• Actively involve yourself in and contribute to Global Projects and Local Initiatives.
• Assist in ensuring a competitive and transparent work culture.
• Identify, evaluate, and deliver process improvement initiatives.
• Manage and lead discussions on exceptional cases.

Required qualifications, capabilities, and skills

• Post Graduate / Graduate
• At least 6 years of relevant work experience
• Strong analytical and problem solving skills
• Escalate potential issues or concerns to management team
• Highly motivated with ability to work independently and in a team environment
• Excellent verbal and written communication skills
• Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
• Adaptability: effectively organize and prioritize work to meet stringent deadlines.
• Aid in the development and management of an innovation driven work environment
• Commitment to quality and control

Preferred qualifications, capabilities, and skills

• Ability to think creatively and recommend/implement process improvements
• Strong organizational skills to successfully manage multiple tasks at one time
• Strong background in use of computer systems (PC and Mainframe)
• Knowledge of Private Bank products/services preferred
• Strong knowledge of Microsoft Applications, preferably Excel & Access Database