Job Description
As a Client Data Specialist , you primary responsibility is to support the day to day activities of the Off Boarding process, Process includes updating the required details in the processing system, tracking their progress of records , timely placement/uplift of DNT (Do not Trade) flags, liaising with both Onshore and Offshore partners to ensure that roadblocks that impede the movement of cases are eliminated to ensure timely Off-Boarding of records.
Job Responsibilities:
Work closely with Credit/Reference data teams to clear all credit related attributes/Account closure/CASID deactivation in Party and to develop strong partnerships, escalate issues, and eliminate roadblocks.
Manage the pipeline and records within each of the Five Pillars, track the progress on aging cases, prioritize the timely uplift of DNT Flags and ensure that TLT process for incoming population is managed efficiently.
Partner with GFCC/KNR teams to collectively review, identify and transfer the cases which are eligible for these categories.
Manage personal workload and priority items and ensure timely escalation of key risks/issues to management
Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with Colleagues/Management
Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business
Required Qualifications, Capabilities and Skills
A working knowledge of KYC/Compliance/AML procedures and standards
University degree or equivalent
Knowledge of financial industry
Able to demonstrate strong verbal and written communication skills with experience of conflict resolution
Possesses strong time work, organizational, relationship building skills
Quality focused work ethic and strong controls mind-set
Adaptable to work in an evolving and changeable environment
Proactively manage and own career, identifying personal training needs for development.
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 Client Data Specialist 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.
