Client Ops Analyst - Team Lead

You are a strategic thinker passionate about driving solutions. You have found the right team.

As a Client Ops Analyst - Team Lead in the Account Opening and Account Maintenance team, you will be responsible for engaging with stakeholders to promote change and improve customer experience. You will manage and prioritize initiatives, review documentation, verify client data, assist in client servicing activities, and manage new client account opening and account maintenance activities. This role requires a detail-oriented and results-focused team member with excellent interpersonal skills and the ability to work under minimal supervision in a demanding environment. 

Job Responsibilities 

• Connect and engage with stakeholders to drive change and enhance customer experience
• Be agile and flexible in multitasking according to business needs
• Manage and prioritize initiatives requested by stakeholders
• Review documentation for entities such as corporations, trusts, private holding companies, and individuals in accordance with policy and jurisdiction for all KYC/CDD documents, and raise requests for additional information or documents
• Verify client data accurately
• Assist in client servicing activities
• Research client inquiries and manage follow-up communication effectively
• Manage new client account openings and perform account maintenance activities, including client communication, suitability assessments, tax form processing, and KYC maintenance
• Conduct ad hoc remediation as part of regulatory and business requirements

Personal Attributes & Requirements  

• You must hold a bachelor's degree or above 
• You must have at least 3+ years of professional experience 
• Demonstrate excellent stakeholder engagement skills and fluency in English
• Exhibit PowerPoint and Excel expertise and a strong understanding of client management needs and sensitivities
• Maintain absolute discretion when dealing with confidential matters and be detail-oriented and results-focused
• Display excellent interpersonal skills, both written and oral, with exceptional follow-up and follow-through abilities
• Work under minimal supervision and adapt to demanding environments while coordinating different tasks and performing related follow-up until completion
• Collaborate effectively, demonstrating partnership and influencing skills with flexibility and adaptability
• Implement and manage day-to-day tasks efficiently
• Identify critical requirements and potential gaps by understanding complex and interdependent processes

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.