JPMorgan Chase Bank, N.A. Hiring For Wm Client Operations Account Maintenance at Mumbai, Maharashtra, India Full Time

Job Description

Organization Description J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. 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. Employer Description 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. Job Responsibilities & Activities

You will work as part of an Account Opening and Account Maintenance team. Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who has some experience in the financial markets/Client On-boarding.

Specific responsibilities include:

• Connect/Engage with stakeholders to drive change and for better customer experience
• Be Agile and Flexible in multi-tasking as per business need
• Manage and prioritize initiatives that are requested by stakeholders
• Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
• Responsible for verification of client data
• Assisting in Client Servicing activities
• Researching client inquiries and managing follow-up communication
• Manage new Client account opening and Perform account Maintenance activities (Client Communication, Suitability, Tax forms processing)
• Adhoc remediation as part of regulatory and business requirements

Personal Attributes & Requirements

• Excellent stakeholder engagements skills
• Fluency in English required
• PowerPoint and Excel expertise required
• Strong understanding of the needs and sensitivities of client management
• Absolute discretion when dealing with confidential matters
• Detail-oriented and results-focused
• Excellent interpersonal skills, both written and oral
• Exceptional follow-up and follow-through skills
• Able to work under minimal supervision; adaptable to work in demanding environment
• Demonstrate capability to co-ordinate different tasks and perform related follow up until completion
• Possesses collaboration, partnership and influencing skills
• Flexibility and adaptability
• Ability to implement and manage day-to-day tasks
• Identify critical requirements and potential gaps by understanding complex and interdependent processes.

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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.