Wealth Management - Jpms Authorities - Team Leader

JPMorgan Chase & Co.

Company Type
Responsibilities
Experience
Workhours

 

 
Introduction
 
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 

JOB TITLE

·         Team Leader – Band 502

 

 

PURPOSE
*Duplicates are identified based demographic information, including Name, Date of Birth, SSN/TIN and Address
*Remediation team to review client documentation to confirm the ECIs represent the same individual
*Documentation, MOL and additional demographic reviews and updates are completed on the surviving ECI in preparation for the merge
*Reduce the creation of duplicates and improve the ability to identify and remediate more timely as well as capturing the number of requests processed for the MIS/Reporting purposes.

 

* Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types & involve in effective transfer of knowledge

 

KEY PERFORMANCE AREAS AND % TIME

  • Accuracy in processing in line with SOPs with no errors.
  • Identify & escalate all error/exceptions on identification.
  • Responds to routine queries/complaints
  • Be audit focused in all BAU activities.
  • Comply with the firm's policies & SOPs.
  • Navigates systems quickly and accurately
  • Identify opportunities for process efficiency & implement in a controlled manner
  • Exhibit effective communication with key stakeholders.
  • Thorough knowledge of SOPs/related check points.

 

MINIMUM REQUIREMENTS
 
Minimum qualifications Graduate (Bachelor’s Degree in Commerce/other related background) with •    Good Product & Process Knowledge, Ability to perform Research & Investigation, Good Problem Solving & Analytical Skills, MIS & Reporting Skills, Ability to Transfer Knowledge, Identify opportunities for process improvement/improve efficiency.
 
Minimum experience Min 4+ years experience in Financial Services environment Key competencies must indicate competencies essential to do the job:
  • This role requires meticulous attention to detail.
  • An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential.
  • Flexible to work overtime and on holidays
  • Knowledge of Microsoft Word, Excel and Access.
  • Ability to work in a deadline driven environment
  • A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
  • Client focused
  • Good time management skills
  • Uses initiative & readily questions
  • Must be very detailed oriented.
  • Excellent written & spoken English communication skills.
  • An appreciation of control and quality issues.
  • Control orientated
  • Risk awareness
  • Preferred Skills & Experience - include specifics, as above
  • Knowledge of Investment products.
  • Knowledge of the operating and compliance standards and audit requirements of the department
  • Worked in an automated Processing environment
  • Banking Operations experience required, Private Banking operations experience would be beneficial.
  • Self-motivated.
  • Have strong communication skills (written and verbal)
  • Have the ability to work independently and to proactively seek guidance from others as needed
  • Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
  • Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
  • Positive outlook and a desire to stretch themselves to achieve both personal and functional success.
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Confirmed 10 hours ago. Posted 25 days ago.

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