Job Description
Build your career in Trade Lifecycle while working in the world's most innovative bank which values creativity and excellence
Job Summary:
As a Trading Services Associate in the IPB closure team, you will be responsible for supporting the efficient and accurate closure of customer accounts for our international private bank clients. In this role, you will assist in the setup and management of a new team, ensure compliance with company policies, and maintain high levels of customer satisfaction during the account closure process. We value strong organizational skills, attention to detail, and a customer-centric approach, along with a solid understanding of the account lifecycle.
Key Responsibilities:
- Assist in establishing and supporting a new team of account closure specialists, providing guidance to ensure high performance.
- Support the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
- Address complex customer inquiries and issues related to account closures, ensuring a positive customer experience.
- Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
- Assist in tracking and reporting on key performance indicators (KPIs) related to account closures, using data to drive improvements in processes and customer satisfaction.
- Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
- Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.
Required qualifications, capabilities and skills:
- Bachelor's degree in Business Administration, Finance, or a related field.
- Proven experience in account management, asset lifecycle, and customer satisfaction.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Knowledge of account/financial products lifecycle, fees, and income processes.
- Ability to handle sensitive information with confidentiality.
- Proficiency in relevant software and tools.
Preferred qualifications, capabilities and skills:
- At least 8-10 years' experience in the financial services industry.
- Knowledge of regulatory requirements related to account closures.
- Experience in project management and 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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
