As a Reference Data Specialist, you will manage client requests for account operations, ensure high service standards, and drive process improvements.
Job Description
J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
As a Reference Data Analyst within the Reference Data Team, you ensure all client requests for account opening, maintenance, and closure are actioned and responded to with utmost care and diligence. You facilitate high-quality and timely completion of all client requests, consistently displaying exceptional client service standards to define, analyze, and resolve inquiries and escalations. You closely manage day-to-day operations, proactively and strategically improving processes to ensure the team meets firm-wide quality standards.
Job Responsibilities
Required qualifications, skills, and capabilities
Preferred qualifications, skills, and capabilities
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.
J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
As a Reference Data Analyst within the Reference Data Team, you ensure all client requests for account opening, maintenance, and closure are actioned and responded to with utmost care and diligence. You facilitate high-quality and timely completion of all client requests, consistently displaying exceptional client service standards to define, analyze, and resolve inquiries and escalations. You closely manage day-to-day operations, proactively and strategically improving processes to ensure the team meets firm-wide quality standards.
Job Responsibilities
- Understand and implement custody initiations, covering global custody and sub-custody account opening and maintenance activities.
- Articulate the firm's requirements and various smart forms to end clients, guiding them through completion.
- Partner with clients, service delivery teams, and downstream teams for seamless completion of assigned tasks.
- Exhibit the highest standards of customer service to internal and external customers, maintaining confidentiality at all times.
- Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
- Showcase process improvements and implement necessary process changes to enhance operational efficiency.
- Manage day-to-day operations and strategically drive team performance to consistently meet quality standards.
Required qualifications, skills, and capabilities
- Bachelor's Degree or Graduate Degree.
- 1+ years experience in the financial services industry with a demonstrated track record of delivery and relevant experience in the custody domain.
- Technical proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
- Outstanding client management, partnership building, leadership, and direct experience dealing with stakeholders using effective communication, organization, prioritization, and interpersonal skills.
Preferred qualifications, skills, and capabilities
- Ability to identify risks and issues and successfully navigate through to completion.
- Self-reliance and willingness to own complications and creatively find solutions.
- Experience fostering and championing a high-performance culture where people are empowered to make decisions that affect their work and environment.
- Demonstrated capability in process improvement and change implementation.
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
Excel
MS Office
PowerPoint
Word
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