Client Operations Associate

Job Description
If you have a team handling experience with 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 an associate in the account opening/maintenance team, you will be responsible for ensuring the accurate processing of opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. The role demands you to manage 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 and/or manage a team. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/KYC space, you may be the perfect fit for our team.
Job Responsibilities

• Connect/Engage with stakeholders to drive change, handle timely escalations leading to a better customer experience
• Be Agile and Flexible in multi-tasking as per the business need
• Ensure that the team produces high quality performance and accuracy to best meet our client's needs and expectations
• Ensure adherence to all service level commitments, process controls and escalation policies
• Work closely with team members to maximize efficiency & productivity
• Proactively focus on issues and adjust rapidly to changes in the team, the market or Wealth management to deliver sound recommendations for process improvement
• Manage the team effectively to ensure that all deliverables are completed in a timely manner

Required qualifications, capabilities and skills

• Bachelor's Degree in Business Administration or Finance or equivalent work experience of min 10 years
• Ability to build strong partnerships with key stakeholders, management and colleagues
• Strong organizational, prioritization, interpersonal and problem solving skills
• Assume ownership and responsibility to accomplish team goals
• Have strong intellectual capacity for process improvements
• Detail-oriented, results-focused & control oriented mindset
• Identify critical requirements & potential gaps by understanding complex and interdependent processes and suggest/implement solutions.
• Experience in creating detailed MIS reports and giving presentations

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.