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AWM-Wealth Management Operations-Quality Assurance-Associate

5.00 to 10.00 Years   Bangalore   03 Oct, 2022
JPMorgan
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    We are currently seeking a talented and motivated Quality Assurance Analyst to join our Quality Team of PBA Private Bank Operations. The position responsibilities include day-to-day quality assurance review, facilitating cross functional meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm policies and standard operating procedures. Essential Duties and Responsibilities include, but are not limited to, the following:
    • Perform quality assurance review of Fees set up at client on boarding, change in Fees during the Client life cycle and computation of Fees during account closing
    • Work with members of the Front Office, Business Managers, Client On boarding, and Fees team on inquiries in relation to the life cycle of the Fees process
    • Contribute to continuous improvement and development of the quality program
    • Provide general assistance to data owners and approvers
    • Interpret firm policies and compliance requirements for incorporation into company systems/procedures
    • Work with members of the Front Office, Business Managers, Client On boarding, and Fees team strengthening, updating/creating procedures and setting controls in place
    • Participate as required to meet schedules or resolve problems at peer level
    • Document and deliver information regarding Fee set up, calculation, billing, updates, waivers, reversals, and closure
    Experience and Required Skills:
    • Knowledge of financial principles and procedures
    • Attention to detail and diligence
    • Strong interpersonal, written and oral communication skills
    • Self-starter, able to work independently and as part of multicultural teams
    • Proficient in organizing, priority-setting, and issues management
    Desirable Qualifications:
    • Experience using the IPB/PBA Fees / or client on boarding tools and applications
    • Experience in any international Fees would be an asset
    • Bachelor s degree in a business field or other field with equivalent work experience
    ,

Keyskills :
company secretarial workquality assurance reviewlife cyclefront officeprivate bank

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