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AWM _ Wealth Management - Quality Analyst

3.00 to 6.00 Years   Bangalore   03 Nov, 2021
JPMorgan
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

We are currently seeking a talented and motivated Analyst to join our Team of Asset and Wealth Management Operations and Client Service Quality Assurance. The position responsibilities include monitoring and performing day-to-day quality assurance reviews, participating in cross functional calibration 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 reviews of Client Onboarding functions as defined by the program. Work with members of the Client Onboarding team on inquiries in relation to the lifecycle of the new account processes
  • 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 Client Onboarding teams to strengthen, update/create procedures and set controls in place
  • Participate as required to meet schedules or resolve problems at peer level
  • Additional responsibilities assigned by management which may include assistance with program creation and implementation, process transfers, partner communications, maintenance of quality agreements, etc.
  • Participate in other Quality Assurance programs as required from time to time
  • Document and deliver information regarding Quality Assurance testing results
Qualifications
  • Knowledge of financial principles and procedures
  • Knowledge on common onboarding practices
  • 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 client onboarding tools and applications
  • Knowledge of Olympic, PAM/GA, ICR, AO Connect systems
  • Bachelor s degree in a business field or other field with equivalent work experience
,

Keyskills :
qualitycustomer relationstest casescalibrationauditingcompany secretarial workmusic makingservice qualityquality assurancewealth managementclient onboarding

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