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Client Operations Specialist - Wealth Management Operations - AWM

3.00 to 5.00 Years   Bangalore   21 Nov, 2022
JPMorgan
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxGeneral / Other Software
EmploymentTypeFull-time

Job Description

    Key Qualities: Strong sense of ownership and responsibility Drives results through leadership, people, communication and influence Comfortable with change, ambiguity, debate, conflict and informed risk taking Multi-tasker who can manage multiple streams of work concurrently Willingness to make decisions, while ensuring buy in from stakeholders. Responsibilities include: Partnering with the client facing teams to review required legal documents and associated information to meet all regulatory and internal polices Act as a subject matter expert on required documents/information and process to onboard a clientReview data integrity for client due diligence, including coordinating the participation of JPMorgan stakeholders who have account opening responsibilities Serve as control point for account opening approvals, reporting issues for designated clientsQualifications Graduation - Accounting, Finance, or Business preferred or equivalent military experience 3 to 5 years of experience with in a financial services, operational or compliance fields Prior experience in AML / KYC or opening accounts a plus Client Onboarding and/or documentation analysis experience preferred Strong written and oral communication skills Ability to get up to speed quickly with new or unfamiliar subject matter Strong client focus and ability to partner with various internal groups and client coverage Independent, self-motivated, with an ability to adapt and be flexible in a team environment Ability to communicate clearly and confidently; able to influence internal and external stakeholders Ability to directly address conflicts and escalate issues where appropriate Strong analytical, prioritization and organizational skills Strong risk and controls awareness Capacity to think laterally and convey an understanding of the big picture Maintains a sense of urgency and ability to prioritize/multi-task Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals Demonstrated experience as a key contributing member of a high performing organization Ability to work under pressure and to fixed deadlines,

Keyskills :
customer relationssalesqualitycustomer serviceclient focusreporting

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