Job Description
Client Operations Analyst
Full Job Description
You are a strategic thinker passionate about driving solutions in Account Opening, Maintenance and client operations. You have found the right team.
You will work as part of an Account Opening and Account Maintenance team. You 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. You must demonstrate experience in the financial markets/Client On-boarding.
Job Responsibilities
• You will Connect/Engage with stakeholders to initiate change and for better customer experience
• You will Manage and prioritize initiatives that are requested by stakeholders
• You will Review of documentation for entities such as Corporation, Trust, Private Holding Company, Entity as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
• You will be responsible for verification of client data and assisting in Client Servicing activities
• You will be researching client inquiries and managing follow-up communication
• You will manage new Client account opening and Perform account Maintenance activities like Client Communication, Suitability, Tax forms processing
• You will will perform adhoc remediation as part of regulatory and business requirements
Required Qualifications, Skills and Capabilities
• Excellent stakeholder engagements skills.
• PowerPoint and Excel expertise required
• Strong understanding of the needs and sensitivities of client management
• Absolute discretion when dealing with confidential matter and detail-oriented and results-focused
• Exceptional follow-up and follow-through skills
• 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, ****** 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
Full Job Description
You are a strategic thinker passionate about driving solutions in Account Opening, Maintenance and client operations. You have found the right team.
You will work as part of an Account Opening and Account Maintenance team. You 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. You must demonstrate experience in the financial markets/Client On-boarding.
Job Responsibilities
• You will Connect/Engage with stakeholders to initiate change and for better customer experience
• You will Manage and prioritize initiatives that are requested by stakeholders
• You will Review of documentation for entities such as Corporation, Trust, Private Holding Company, Entity as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
• You will be responsible for verification of client data and assisting in Client Servicing activities
• You will be researching client inquiries and managing follow-up communication
• You will manage new Client account opening and Perform account Maintenance activities like Client Communication, Suitability, Tax forms processing
• You will will perform adhoc remediation as part of regulatory and business requirements
Required Qualifications, Skills and Capabilities
• Excellent stakeholder engagements skills.
• PowerPoint and Excel expertise required
• Strong understanding of the needs and sensitivities of client management
• Absolute discretion when dealing with confidential matter and detail-oriented and results-focused
• Exceptional follow-up and follow-through skills
• 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, ****** 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 Bank Jobs Mumbai position is now open for candidates interested in the Bank 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 Bank Jobs is a plus.