Trade Lifecycle Client Reporting Associate

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Client Reporting team to partner with the Business.

Job Summary - 

As a Trade Lifecycle Client Reporting Associate in the Client Reporting team, you will be a part of a dynamic and dedicated team responsible for all aspects of client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. You will interact with various internal groups to assist with client requests, inquiries, and issues. This role provides an exciting opportunity to manage a team and contribute to global projects and local initiatives, while ensuring accurate and timely completion of operational procedures.

Job Responsibilities 

• Manage a team with a minimum size of 5-7 members.
• Ensure accurate and timely completion of operational procedures.
• Understand, follow, and demonstrate compliance with all Risk and Control regulations.
• Allocate and monitor work effectively.
• Manage escalation processes efficiently.
• Actively involve yourself in and contribute to Global Projects and Local Initiatives.
• Assist in ensuring a competitive and transparent work culture.
• Identify, evaluate, and deliver process improvement initiatives.
• Manage and lead discussions on exceptional cases.

Required qualifications, capabilities, and skills 

• Post Graduate / Graduate
• At least 6 years of relevant work experience
• Strong analytical and problem solving skills
• Escalate potential issues or concerns to management team
• Highly motivated with ability to work independently and in a team environment
• Excellent verbal and written communication skills
• Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
• Adaptability: effectively organize and prioritize work to meet stringent deadlines.
• Aid in the development and management of an innovation driven work environment
• Commitment to quality and control

Preferred qualifications, capabilities, and skills 

• Ability to think creatively and recommend/implement process improvements
• Strong organizational skills to successfully manage multiple tasks at one time
• Strong background in use of computer systems (PC and Mainframe)
• Knowledge of Private Bank products/services preferred
• Strong knowledge of Microsoft Applications, preferably Excel & Access Database

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.