Reference Data Specialist

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

As a Document Management Specialist within our team, you will provide subject matter expertise in transaction management to our clients. In this role, you will ensure that all aspects of transaction management are completed on time, and you will address any exceptions and client inquiries.

Job Responsibilities:

• Execute assigned tasks promptly and efficiently.
• Ensure timely completion of all transaction management aspects for clients, resolving exceptions and inquiries.
• Innovate and contribute to process improvement and automation initiatives.
• Manage tasks independently with minimal supervision.
• Handle daily regulatory reporting tasks and remediation activities as needed.
• Maintain excellent client focus and customer care practices, demonstrating a strong sense of ownership and responsibility.

Required qualifications, capabilities and skills:

• You must have a Bachelor’s degree or above
• Proficiency in MS Office, Excel, Word, PowerPoint, Outlook
• Must have 2+ years of experience in the banking industry.
• Strong knowledge of financial services, products, and processes, with excellent analytical skills.
• Ability to interpret legal documents and understand their impact on the firm.
• Willingness and flexibility to work during US hours.
• A control mindset with an awareness of issues and risks affecting processes or the organization.
• Attention to detail and the ability to perform tasks with a high degree of accuracy.

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.