AWM – Wealth Management – Client Data Specialist – Operations Analyst
Company Name:-
JPMorgan Chase Bank, N.A.
Job Location:-
Bengaluru, Karnataka
Job Summary:-
ROLE PURPOSEProcessing & validating account opening & various types of maintenance requests on client accounts for the private banking clients
Responsible for completing the periodic reviews of KYCs.
Extensive research on additional and updated client details.
Coordinate with banker for missing documents and details.
Elaborate and explain the source of wealth for the client.
Ensure that all requests are completed before cutoff and there is no SLA miss.
KEY RESPONSIBILITIESEnsure accurate and timely completion of operational procedures.
Understand, follow and demonstrate compliance with all Risk and Control regulations.
Monitor and chase queries to ensure timely completion based on deadlines/urgency/escalations.
KEY COMPETENCIESStrong analytical skills with high accuracy and attention to details.
Excellent communication skills, both verbal and written.
Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
Strong team player.
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.
Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.
JPMorgan Chase & Co.
, 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 r
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