Trading Services Analyst - Team Leader

Build your career in Trade Lifecycle  while working in the world’s most innovative bank which values creativity and excellence

Job Summary:

As a Analyst with IPB closure team you will be responsible for supporting the efficient and accurate closure of customer accounts for our international private bank clients. This role involves assisting in the account closure process, ensuring compliance with company policies, and maintaining high levels of customer satisfaction. The ideal candidate will have strong analytical skills, attention to detail, and a customer-centric approach, with a solid understanding of the account lifecycle.

Key Responsibilities:

• Process Support: Assist in the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
• Customer Interaction: Address customer inquiries and issues related to account closures, ensuring a positive customer experience.
• Compliance and Risk Management: Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
• Data Analysis: Analyze data related to account closures to identify trends and areas for improvement.
• Continuous Improvement: Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
• Collaboration: Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Experience in account management, asset lifecycle, and customer satisfaction.
• Strong analytical and organizational skills.
• 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:

• At least 5-7 years’ experience in the financial services industry.
• Knowledge of regulatory requirements related to account closures.

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.