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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Banking / Financial Services |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
The Client Reporting (CR) team is comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. The teams in Client Reporting are comprised of: Statements (Quality & Corrections), Checkbook Processing, Factsheet Oversight, and Audit Confirmations. The team interacts with a variety of internal groups including, but not limited to, the Client Onboarding, Investors, Bankers, Middle Office, Client Services and Fiduciary in an effort to assist with client requests, inquiries and/or issues. The Wealth Management Client Reporting Analyst is responsible for QC analysis, coordination and production of fact sheets, supporting the Global Product and Solutions business. Fact sheets are documents that present fund/composite strategy specific data points for both existing and prospective Private Bank clients who are currently invested(ing) in the funds/strategies. The Client Reporting Analyst will partner with external production vendors as well as internal stakeholders, such as Investor Relations, Front/Middle Office and other data providers, to facilitate the production and distribution of the fact sheet documents.ResponsibilitiesCoordinate with third party vendors for production of monthly and quarterly performance reports, as well as facilitate distribution of reports to clientsLiaise with internal stakeholders in order to investigate and resolve issues that may occur throughout BAU production of fact sheetsPerform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standardsAssist with additional Client Reporting tasks including: Testing, Quality and Control checks, RCSAs ad hoc request, etc.Prepare, review and revise Standard Operating Procedures as needed and recommend improvements to remediate risks and enhance controlsAnticipate challenges and implement solutions to ensure a positive client experienceQualificationsGraduates/Post Graduates.Strong analytical and problem solving skillsExcellent team playerEscalate potential issues or concerns to management teamStrong client focusOutstanding attention to detailHighly motivated with ability to work independently and in a team environmentExcellent verbal and written communication skillsAbility to develop & maintain relationships with business partnersCommitment to quality and controlAbility to think creatively and recommend/implement process improvementsStrong organizational skills to successfully manage multiple tasks at one timeStrong background in use of computer systems (PC and Mainframe)Knowledge of Private Bank products/services preferredStrong knowledge of Microsoft Applications, preferably Excel & Access Database. ,
Keyskills :
customer relationsreportingmisslaaccountsthird party vendorsstandard operating proceduresfact sheetsprivate bankmiddle officeprivate bankingproblem solvingclient servicesclient reporting