Reference Data Specialist

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

As a Reference Data Specialist within our operations team, you will be primarily responsible for executing tasks assigned in the group, including setting up client records, maintaining work logs, and investigating exceptions. You will have the opportunity to interact with various lines of business and internal clients, manage workflow, and contribute to team goals and SLAs. This role provides an excellent opportunity to develop your skills in a fast-paced, global team environment.

Job Responsibilities: 

• Set up client records on various systems.
• Maintain accurate work logs.
• Investigate and resolve exceptions.
• Add and update client information in functional applications, global systems, and mainframes accurately and timely.
• Handle workflow requests from Client Service Officers (CSOs), Implementation Team, and Internal Departments.
• Ensure work is processed within established timeframes and meets necessary controls and targets.
• Interact with Lines of Business and internal clients via telephone or email, including senior-level contacts.
• Respond to and resolve queries received via mailbox on a priority basis.
• Work on various BAU projects as assigned and ensure timely completion.
• Identify and implement improvements to current work practices.
• Conduct extensive investigations on transactions and aging levels.
• Contribute to meeting team goals and Service Level Agreements (SLAs).
• Escalate and refer concerns or non-routine situations to supervisors and managers.

Required qualifications, capabilities and skills:

• Strong English written and verbal communication skills are required.
• You must have at least 1+ years experience in a bank operations environment. 
• You must have a bachelor's degree or above
• Demonstrate analytical skills and attention to details, highly organized and deadline oriented, are strengths. 
• High Level of Client centricity, sound communication and Solution orientation
• Excellent PC skills, proficient with MS Office suite of products, particularly MS Excel. 
• Excellent written and verbal communications, as well as interpersonal skills. 
• Assertiveness to ask questions and pursue open issues until resolution in a positive and professional manner.  
• Ability to adapt to a very fast pace and changing environment. 
• Ability to work within a global team environment, spanning several regions, and time zones. 

JPMorgan Chase & Co., 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.