The Client Data Specialist IV leads a team in improving data processes, ensuring KYC accuracy, and coaching team performance while managing client onboarding.
Job Description
Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service.
Job Summary
As a Client Data Specialist within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience.
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service.
Job Summary
As a Client Data Specialist within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience.
Job responsibilities
- Perform day to day management of a team including coaching and providing ongoing performance feedback.
- Track performance of individual team members over time to evaluate performance, learning and capability.
- Effectively address any service issues that might be escalated by either internal or external customers.
- Act independently and move forward without clear instruction or close supervision.
- Make decisions that are effective and well-grounded based on data, insight, and experience.
- Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
- Organize workflow and distribute work appropriately.
- Support all aspects of client onboarding to include the fulfillment of AML and KYC requirement.
Required qualifications, capabilities, and skills
- Demonstrated ability to develop, manage, coach, and motivate teams.
- Must be flexible and adaptable to manage interim projects and processes based on the business requirements.
- Knowledge of banking products.
- Proven leader of process and organizational change.
- Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing.
- Strong communication and presentation skills.
- Ability to cope with change; comfort with ambiguity.
Preferred qualifications, capabilities, and skills
- Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage.
- Competent in mainframe and PC based systems, with a strong proficiency in MS Office.
- Previous people manager experience of high performing team.
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Top Skills
Digital Platforms
Mainframe And Pc Based Systems
MS Office
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