Client Operations Analyst

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

As a Client Operations Analyst in the Account Opening and Account Maintenance team, you will be a key player in promoting change and enhancing customer experience. Your role will involve multi-tasking and prioritizing initiatives as per business needs. You will be responsible for reviewing documentation, verifying client data, assisting in client servicing activities, and managing new client account opening and account maintenance activities. Your enthusiasm, initiative, and confidence will be crucial in completing projects and meeting our team's objectives.

Job Responsibilities: 

• Engage with stakeholders to drive change and for better customer experience
• Be Agile and Flexible in multi-tasking as per business need
• Manage and prioritize initiatives that are requested by stakeholders
• Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
• Verify client data
• Assist in Client Servicing activities 
• Research client inquiries and managing follow-up communication 
• Manage new client account opening and perform account maintenance activities (Client Communication, Suitability, Tax forms processing and KYC Maintenance)
• Adhoc remediation as part of regulatory and business requirements  

Required Qualifications, Skills and Capabilities:

• You must have at least Bachelor's degree or above 
• You must have at least 6+ years of professional experience in a similar capacity
• Excellent stakeholder engagements skills
• Hands on expertise in  PowerPoint and Excel 
• Strong understanding of the needs and sensitivities of client management

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.