Job Description
Full Job Description
If you have an ability to prioritize effectively and multi-task in a fast paced, team-based environment and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team.
As team leader in the account opening/maintenance team, you will be responsible for processing opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/Know your customer space, you may be the perfect fit for our team.
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 within timelines.
Create subject matter experts in the team and initiate 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.
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 and h ave 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
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.
If you have an ability to prioritize effectively and multi-task in a fast paced, team-based environment and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team.
As team leader in the account opening/maintenance team, you will be responsible for processing opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/Know your customer space, you may be the perfect fit for our team.
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 within timelines.
Create subject matter experts in the team and initiate 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.
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 and h ave 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
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 Clients Operations Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.
