Job Description
Job Responsibilities
• Open accounts for new and existing clients
• Undertake updates to account in a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures
• Process client instructions to update authorities / limits / powers / contacts etc
• Process tax documents like FATCA / CRS / W8 / W+
• Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with teams responsible for completing sub-activities across the process
• Communicates in a clear transparent way and articulates on-boarding requirements and time commitments to the client / sales support teams
• Set and manage the priority of all requests through ongoing engagement with business , whilst proactively managing the pipeline throughout all stages of the process
• Manage effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements
• Identify red flag / dot situations and escalate in line with policy and procedures
• Ensure updation on real time basis so as to reflect the accurate status
• Ensuring appropriate and confidential handling / sharing of sensitive client data
• Contribute ideas and participate in efforts to manage continuous improvement to enhance service delivery
• Escalate issues in a timely manner in line with the escalation protocols
• Escalate recurrent issues surrounding the process to management
• Work independently and complete assigned tasks within the established timeframes
• Participate in UAT and make suggestions on system improvements
• Provide SME / technical support (including training) ; identify knowledge gaps and work with Lead to conduct training sessions
• Manage Process improvements and implement process changes as necessary
• Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
• Identify root causes, understand connections and implications and evaluate alternatives
• Creating reports & metrics that provides data trending & forecasting
• Partner with business and technology stakeholders to review current data feeds, application enhancements, and additional projects
Required Qualification
• Overall experience of 8 to 14 years
• Relevant experience in Client Onboarding
• Strong understanding of account opening and maintenance
• Preferably knowledge of Private Banking industry
• Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making , and conflict resolution skills
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, ****** 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
• Open accounts for new and existing clients
• Undertake updates to account in a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures
• Process client instructions to update authorities / limits / powers / contacts etc
• Process tax documents like FATCA / CRS / W8 / W+
• Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with teams responsible for completing sub-activities across the process
• Communicates in a clear transparent way and articulates on-boarding requirements and time commitments to the client / sales support teams
• Set and manage the priority of all requests through ongoing engagement with business , whilst proactively managing the pipeline throughout all stages of the process
• Manage effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements
• Identify red flag / dot situations and escalate in line with policy and procedures
• Ensure updation on real time basis so as to reflect the accurate status
• Ensuring appropriate and confidential handling / sharing of sensitive client data
• Contribute ideas and participate in efforts to manage continuous improvement to enhance service delivery
• Escalate issues in a timely manner in line with the escalation protocols
• Escalate recurrent issues surrounding the process to management
• Work independently and complete assigned tasks within the established timeframes
• Participate in UAT and make suggestions on system improvements
• Provide SME / technical support (including training) ; identify knowledge gaps and work with Lead to conduct training sessions
• Manage Process improvements and implement process changes as necessary
• Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
• Identify root causes, understand connections and implications and evaluate alternatives
• Creating reports & metrics that provides data trending & forecasting
• Partner with business and technology stakeholders to review current data feeds, application enhancements, and additional projects
Required Qualification
• Overall experience of 8 to 14 years
• Relevant experience in Client Onboarding
• Strong understanding of account opening and maintenance
• Preferably knowledge of Private Banking industry
• Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making , and conflict resolution skills
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, ****** 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
💡 Quick Summary
Seeking a career-building opportunity? The Account Opening and Maintenance | Client Operations | Associate position is now open for candidates interested in the Accountant Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
