Job Description
Job Responsibilities
Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
Ensure that all requests are completed before cutoff and there are no SLA miss.
Create subject matter experts in the team through training & mentoring.
Drive projects & initiatives for the team.
Liaison with onshore partners and investor groups for timely resolution of exceptions/queries.
Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
Contribute towards other processes during the cyclical phase of low volumes.
Ensure adherence to all service level commitments, process controls, and escalation policies
Question the status quo and suggest/bring changes.
Required qualifications, capabilities and skills
Bachelor’s Degree in Business Administration or Finance or equivalent work experience of min 5 years
Ability to prioritize effectively and multi-task in a fast paced, team-based environment
Possess strong analytical & problem solving skills
Have a detail & control oriented mindset
Excellent time management and organizational skills
Ability to build strong partnerships with key stakeholders, management and colleagues
Ability to articulate procedural concepts clearly to varied audiences
Familiarity with tech tools like Alteryx, Tableau, Xceptor is preferred
ABOUT US
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.
Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
Ensure that all requests are completed before cutoff and there are no SLA miss.
Create subject matter experts in the team through training & mentoring.
Drive projects & initiatives for the team.
Liaison with onshore partners and investor groups for timely resolution of exceptions/queries.
Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
Contribute towards other processes during the cyclical phase of low volumes.
Ensure adherence to all service level commitments, process controls, and escalation policies
Question the status quo and suggest/bring changes.
Required qualifications, capabilities and skills
Bachelor’s Degree in Business Administration or Finance or equivalent work experience of min 5 years
Ability to prioritize effectively and multi-task in a fast paced, team-based environment
Possess strong analytical & problem solving skills
Have a detail & control oriented mindset
Excellent time management and organizational skills
Ability to build strong partnerships with key stakeholders, management and colleagues
Ability to articulate procedural concepts clearly to varied audiences
Familiarity with tech tools like Alteryx, Tableau, Xceptor is preferred
ABOUT US
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.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Ops Analyst 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.
