Client Account Services - Client Data Associate I - Manager

Job Responsibilities:

. The role will involve working with Collateral Client Onboarding.

. The Responsibilities include validating client agreements and related documentation for Collateral Accounts Onboarding.

. Partnering with the Service delivery team for required Client information.

. Leading team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records.   

. Partnering with team-members and managers to communicate areas of concern, escalate areas where training is needed, and will participate in process improvement projects in response to testing results.

Required qualifications, Capabilities and Skills:

• B.com/MBA with minimum 10 years of financial services, Collateral and custody account setup, compliance, or equivalent experience is preferred.
• Financial services industry knowledge with Client account setups and support operations.
• Strong understanding of accounting and finance concepts.
• Analytical mindset with the ability to probe sensitive issues while maintaining the highest levels of integrity and objectivity.
• Strong oral and written communication skills.
• Demonstrated decision-making skills; accurate and attentive to detail.
• Ability to organize and prioritize work; handle multiple tasks concurrently.
• Productivity and flexibility through shifting priorities and deadlines.
• Intermediate use of Microsoft Word, Excel, outlook. 
• Familiarity with Opics, CCMS, AMS, One Margin.
• Understanding of the Collateral products is a strong Positive.

Preferred qualifications, Capabilities and Skills:

• B.com/MBA with minimum 10 years of financial services, Collateral and custody account setup, compliance, or equivalent experience is preferred.
• Financial services industry knowledge with Client account setups and support operations.
• Strong understanding of accounting and finance concepts.
• Demonstrate skill to understand the Standing settlement Instruction.
• Analytical mindset with the ability to probe sensitive issues while maintaining the highest levels of integrity and objectivity.
• Strong oral and written communication skills.
• Demonstrated decision-making skills; accurate and attentive to detail.
• Ability to organize and prioritize work; handle multiple tasks concurrently.
• Productivity and flexibility through shifting priorities and deadlines.
• Intermediate use of Microsoft Word, Excel, outlook. 
• Familiarity with Opics, CCMS, AMS, One Margin.
• Understanding of the Collateral products is a strong Positive.
• Preferred to have knowledge about Alteryx, Xceptor, tableau, Visio, PowerPoint.

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.