Account Opening Associate
Job Description
Job Responsibilities Deposit, Brokerage, IM (Investment Management) and SDI (Self Directed Investments) account openings for USPB under JPMorgan Chase Bank, National Association Retrieve Client documentation Review Client documentation Party and role setup Powers and Limits setup Open account for new clients & existing clients Submit transfer instructions Required Qualifications, Skills and Capabilities University degree holder (including MBA / CFA) and / or with 7-8 years of professional experience in a similar capacity Excellent stakeholder engagements skills Work Allocation and monitoring. Escalation management Assist and ensure a competitive and transparent work culture. Identify, evaluate and deliver process improvement initiatives. Manage and lead discussions on exceptional cases. PowerPoint and Excel expertise required Strong understanding of the needs and sensitivities of client management Absolute discretion when dealing with confidential matters Detail-oriented and results-focused Excellent interpersonal skills, both written and oral Exceptional follow-up and follow-through skills Able to work under minimal supervision adaptable to work in demanding environment
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Job Detail
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Job IdJD3143372
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear