Job Description

JOB DESCRIPTION

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.

Job Summary


As a Client Data Analyst within our Collateral Client Onboarding team, you will be responsible for validating client agreements and related documentation for Collateral Accounts Onboarding. You will partner with the Service delivery team for required Client information and lead a team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records. This role provides an opportunity to enhance your skills in financial services, collateral and custody account setup, and compliance.

Job Responsibilities

• Demonstrated decision-making skills; accurate and attentive to detail.
• Demonstrate knowledge in OPICS, CCMS, AMS, One Margin.
• Understand collateral products is a strong Positive.
• Validating client agreements and related documentation for Collateral Accounts Onboarding.
• Partnering with the Service delivery team for required Client information.
• Leading team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records.
• Partnering with team-members and managers to communicate areas of concern, escalate areas where training is needed, and will participate in process improvement projects in response to testing results

Required qualifications, capabilities and skills:

• B.com/MBA with minimum 2 years of financial services,
• Financial services industry knowledge with Client account setups and support operations.
• Strong understanding of accounting and finance concepts.
• Demonstrate skill to understand the Standing settlement Instruction.
• Ability to organize and prioritize work; handle multiple tasks concurrently.
• Productivity and flexibility through shifting priorities and deadlines.
• Intermediate use of Microsoft Word, Excel, outlook.
• Familiarity with OPICS, CCMS, AMS, One Margin.


ABOUT US

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.



We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.







ABOUT THE TEAM


The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.



Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.