As a Client Data Specialist IV, you'll manage e:Banking access for Securities Services clients, oversee projects, and liaise with stakeholders.
Job Description
A position that is exciting and vital at the same time, supporting multiple lines of business in one of the Global leader of financial sector. Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.
Job Summary
As a Client Data Specialist IV within the Client Account Services (CAS) - Entitlements team, you will be responsible for e:Banking access management on client-facing products for Securities Services clients/users. You will liaise with internal and external stakeholders, including Clients, Client Service/Solutions, Middle Office & Help Desk, to understand intricate client requirements, manage inquiries, and control access. You will need a clear understanding of the Securities Services business to manage complex client requirements and deliver best-in-class solutions through effective Client & Stakeholder Liaison.
Job Responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
JPMorganChase, 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
A position that is exciting and vital at the same time, supporting multiple lines of business in one of the Global leader of financial sector. Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.
Job Summary
As a Client Data Specialist IV within the Client Account Services (CAS) - Entitlements team, you will be responsible for e:Banking access management on client-facing products for Securities Services clients/users. You will liaise with internal and external stakeholders, including Clients, Client Service/Solutions, Middle Office & Help Desk, to understand intricate client requirements, manage inquiries, and control access. You will need a clear understanding of the Securities Services business to manage complex client requirements and deliver best-in-class solutions through effective Client & Stakeholder Liaison.
Job Responsibilities
- Lead and manage projects from initiation to completion, ensuring alignment with business objectives and stakeholder expectations.
- Utilize Alteryx for data preparation, blending, and analysis to support project requirements.
- Collaborate with cross-functional teams, including developers, Operations, and business stakeholders, to define project scope, goals, and deliverables.
- Monitor project progress, identify risks, and implement mitigation strategies to ensure successful project outcomes.
- Communicate project status, updates, and results to stakeholders and senior management.
- Ensure adherence to project management best practices and methodologies.
Required qualifications, capabilities, and skills
- Bachelor's degree in Finance, Business Administration, or a related field.
- Minimum of 2 years experience in the Finance Industry.
- Client liaison; needs to have strong verbal and written communication skills for client interaction
- Strong analytical skills with a desire to work in a fast-paced environment with multiple deliverables
- Good team player and self-motivated
- Capacity to work under time-sensitive business deadlines with ability to work independently
- Proven skills in time management and attention to detail
Preferred qualifications, capabilities, and skills
- Proficiency in Microsoft Office suite of applications
- Flexible to work in shifts
About Us
JPMorganChase, 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Alteryx
MS Office
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