Job Description
You will be required to work closely with personal representatives, legal entities, beneficiaries, and licensed representatives to facilitate distributions from retail brokerage and/or CWM retirement accounts for beneficiaries of deceased clients. This role includes reviewing client documents such as death certificates, court appointments, small estate affidavits, trust documents, affidavits of domicile & debt, tax waivers, and payment distribution forms to ensure the authorized individual handling the decedent's account has complied with the firm's requirements. Other responsibilities include requesting liquidations, calculating payments based on beneficiary entitlements, completing payment distributions on behalf of beneficiaries, reporting and data analysis.
Job Responsibilities
Ensure that all requests are completed before cutoff and there is no SLA miss.
Create subject matter experts in the team.
Manage projects & initiatives for the team.
Liaison with onshore partners and investor groups for timely resolution of exceptions/queries.
Required qualifications, capabilities and skills
Prefer 3+ years' experience in the securities industry and back office functions.
Prior legal or estate processing experience is a plus.
Experience in roles that require reviewing client documentation, following a workflow, and adhering to procedures.
Ability to partner collaboratively with key stakeholders and able to influence decisions across all levels.
Bachelor's degree required.
Proven track record of analytical thinking and problem solving.
Strong attention to detail.
Client first mentality and the ability to build relationships.
Ability to work in a fast-paced environment.
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.
Job Responsibilities
Ensure that all requests are completed before cutoff and there is no SLA miss.
Create subject matter experts in the team.
Manage projects & initiatives for the team.
Liaison with onshore partners and investor groups for timely resolution of exceptions/queries.
Required qualifications, capabilities and skills
Prefer 3+ years' experience in the securities industry and back office functions.
Prior legal or estate processing experience is a plus.
Experience in roles that require reviewing client documentation, following a workflow, and adhering to procedures.
Ability to partner collaboratively with key stakeholders and able to influence decisions across all levels.
Bachelor's degree required.
Proven track record of analytical thinking and problem solving.
Strong attention to detail.
Client first mentality and the ability to build relationships.
Ability to work in a fast-paced environment.
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 Ops 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.
