Job Description
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CB_Client Onboarding Senior Associate_Associate
JPMorgan
Bengaluru, Karnataka
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22 hours agoFull–time
CBISO DMT 602
J.P. Morgan is a leading global financial services firm, established over 200 years ago:
o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
o We have assets of $2.6 trillion and operations worldwide
o We operate in more than 100 markets.
o We have more than 243,000 employees globally.
Our wholesale businesses include J.P. Morgan s Asset Management Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.
Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.
The Commercial Banking International Service & Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents.
The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.
Primary responsibilities include- To oversee, support and supervise Quality Control Team and ensure the steady flow of completing daily work by the Team Members, to coordinate and ensure timely completion of requests. Responsible for creating subject matter expertise and appropriate backups required across the processes. Ensure quality assurance on critical functions and ensure that risk mitigation is in place. Be up to date with regard to the AML/KYC firm wide standards and guide the team accordingly. Maintain productivity standards and focus on providing best in class customer service.
Responsibilities:
• People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.
• Maintain effective and standard operational processes
• Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
• Manage relationship with internal clients, anticipate needs, take feedback, run conference calls.
• Act as a point of contact for escalations and high priority requests from internal clients.
• Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters.
• Take responsibility for the quality of work submitted and ensure that the highest standards are maintained.
• Identify/ manage risk and control breakdowns.
• Manage the performance management cycle- Objective setting, development and career planning, performance appraisal and reward & recognition.
• Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions.
• Improve the departmental competency rating via use of staff training and the skills matrix.
• Develop and maintain written procedures and training materials as necessary.
• Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system.
• Ownership of internal communication and status updates
• Ensure deal deliverables are met and hold owners accountable by managing
CB_Client Onboarding Senior Associate_Associate
JPMorgan
Bengaluru, Karnataka
Apply
22 hours agoFull–time
CBISO DMT 602
J.P. Morgan is a leading global financial services firm, established over 200 years ago:
o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
o We have assets of $2.6 trillion and operations worldwide
o We operate in more than 100 markets.
o We have more than 243,000 employees globally.
Our wholesale businesses include J.P. Morgan s Asset Management Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.
Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.
The Commercial Banking International Service & Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents.
The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.
Primary responsibilities include- To oversee, support and supervise Quality Control Team and ensure the steady flow of completing daily work by the Team Members, to coordinate and ensure timely completion of requests. Responsible for creating subject matter expertise and appropriate backups required across the processes. Ensure quality assurance on critical functions and ensure that risk mitigation is in place. Be up to date with regard to the AML/KYC firm wide standards and guide the team accordingly. Maintain productivity standards and focus on providing best in class customer service.
Responsibilities:
• People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.
• Maintain effective and standard operational processes
• Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
• Manage relationship with internal clients, anticipate needs, take feedback, run conference calls.
• Act as a point of contact for escalations and high priority requests from internal clients.
• Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters.
• Take responsibility for the quality of work submitted and ensure that the highest standards are maintained.
• Identify/ manage risk and control breakdowns.
• Manage the performance management cycle- Objective setting, development and career planning, performance appraisal and reward & recognition.
• Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions.
• Improve the departmental competency rating via use of staff training and the skills matrix.
• Develop and maintain written procedures and training materials as necessary.
• Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system.
• Ownership of internal communication and status updates
• Ensure deal deliverables are met and hold owners accountable by managing
💡 Quick Summary
Seeking a career-building opportunity? The CB|Client Onboarding Senior Associate|Associate position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru 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.
