Job Responsibilities
Perform quality assurance review of data set up at Client Onboarding as a specialist
Work with members of the Client Onboarding team on inquiries in relation to the lifecycle of the Client Onboarding process
Contribute to continuous improvement and development of the quality program
Provide general assistance to data owners and approvers
Interpret firm policies and compliance requirements for incorporation into company systems/procedures
Work with members of the Client Onboarding team for strengthening, updating/creating procedures and setting controls in place
Participate as required to meet schedules or resolve problems at peer level
Additional responsibilities assigned by management which may include assistance with partner communications, maintenance of quality agreements, etc.
Document and deliver information regarding the Client Onboarding process as required
Required Qualifications, Skills and Capabilities
Knowledge of financial principles and procedures
Expert knowledge of Client Onboarding and KYC in a large multinational bank
Attention to detail and diligence
Strong interpersonal, written and oral communication skills
Self-starter, able to work independently and as part of multicultural teams
Proficient in organizing, priority-setting, and issues management
Bachelor’s degree in a business field or other field with equivalent work experience
Experience of using Client Onboarding/KYC tools and applications is a must
Knowledge of Olympic/DTS
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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