Reference Data Analyst - Team Leader

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

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.

As a Reference Data Analyst - Team Leader within our customer service team, you will play a pivotal role in managing and retaining meaningful relationships with our customers. Your primary responsibility will be to ensure all client queries are actioned and responded to with utmost care and diligence. You will facilitate high quality and timely completion of all client requests, and display exceptional client service standards to resolve inquiries and escalations. You will also manage the day-to-day operations of the team, and proactively improve processes to ensure team members are high performing and meeting the firm-wide quality standard.

Job Responsibilities

• Understanding and implementation of custody initiations world overing custody and sub custody account opening and maintenance related activities. 
• Understand the firm’s requirements and various smart forms and articulate the same to end clients and guide them through completion. 
• Partner with Clients, Sales, Solutions, Implementations, Client Service Managers and downstream teams for seamless completion of the assigned task. 
• Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality)
• Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
• Showcase Process improvements and implement process changes as necessary

 Required Qualifications, Capabilities, and skills

• Hold at least a bachelor’s degree or above
• You must have 2+  years experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in custody domain. 
• Technical skills: Microsoft Office including Excel, Word, and PowerPoint
• Outstanding client management, partnership building, leadership, and direct experience of dealing with stakeholders using Effective communication, organisation, prioritization and interpersonal skills 
• Ability to identify risks, issues and successfully navigate through to completion
• Self-reliance and willingness to "own" complications and creatively find solutions
• Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment

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.