Client Operations Analyst

Year    Mumbai, Maharashtra, India

Job Description

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You are a strategic thinker passionate about driving solutions in Account Opening, Maintenance and client operations. You have found the right team.

You will work as part of an Account Opening and Account Maintenance team. You must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. You must demonstrate experience in the financial markets/Client On-boarding.

Job Responsibilities
  • You will Connect/Engage with stakeholders to initiate change and for better customer experience
  • You will Manage and prioritize initiatives that are requested by stakeholders
  • You will Review of documentation for entities such as Corporation, Trust, Private Holding Company, Entity as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
  • You will be responsible for verification of client data and assisting in Client Servicing activities
  • You will be researching client inquiries and managing follow-up communication
  • You will manage new Client account opening and Perform account Maintenance activities like Client Communication, Suitability, Tax forms processing
  • You will will perform adhoc remediation as part of regulatory and business requirements

Required Qualifications, Skills and Capabilities
  • Excellent stakeholder engagements skills.
  • PowerPoint and Excel expertise required
  • Strong understanding of the needs and sensitivities of client management
  • Absolute discretion when dealing with confidential matter and detail-oriented and results-focused
  • Exceptional follow-up and follow-through skills
  • Identify critical requirements and potential gaps by understanding complex and interdependent processes.
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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

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Job Detail

  • Job Id
    JD3053935
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year