Manage the Income Claims workflow, across multiple products like Prime, Equities and Fixed Income.
Ensure all daily controls and processing are completed and signed off, including client service inquiry resolution, cash, and stock break, reconciling the security
Exercise sound judgment; act with integrity; protect our company, clients, and customers. Serve as a subject matter expert for the functions managed.
Communicate efficiently and effectively with Senior Management & escalate issues in a timely manner. Perform periodic end to end process review, identify gaps if any & collaborate with control partners and relevant stakeholders to remediate process gaps. Provide oversight, training, guidance to the team and ensure effective process training
Identify ways to improve processes/procedures to enhance quality and/or productivity
Act as a subject matter expert on procedural matters and be the funnel for communication with the global teams
Required Qualifications, Skills and Capabilities:
Required Qualification
~5 years of relevant industry experience processing Income claims across products like Prime, EQ and FI. In depth knowledge of working with agents like DTCC & Euroclear and navigating their platforms. Expertise in processing SPO, MT202, MT103 & MT599
Excellent judgment and decision-making skills; solutions oriented
Teamwork - the candidate must be flexible to manage processes and be able to work appropriately with stakeholders and colleagues at all levels
Ability to partner with multiple internal teams, external clients & 3rd party service providers
Ability to organize to prioritize workload to manage concurrent tasks and meet competing deadlines
Ability to influence stakeholders using effective communication and interpersonal skills
Preferred Qualification
Strong technical and analytical skills, including proficiency in Microsoft Office applications.
Preferred experience using automation tools a plus (e.g., Python, Alteryx, Tableau)
Degree or certification relevant or a related discipline
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. 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.
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.