As a Client Data Manager III within the Operations team, you will take charge of the operational management. Your role is crucial in ensuring the integrity and compliance of our client data, as you collaborate with internal teams to maintain high standards for KYC records. By leveraging your organizational skills and digital proficiency, you will enhance processes and client experiences, playing a significant part in the success of our department and the firm.
Job responsibilities
- Conduct operational management and control of the daily workflow within the team.
- Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning.
- Ensure all daily controls and processing are completed and signed off as well as all key metrics are produced as required.
- Establish policies, procedures, and guidelines which comply with internal and external controls to continuously strengthen the controls environment.
- Provide direction and leadership to the team.
- Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization.
- Process continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities.
- Support all aspects of client onboarding to include the fulfillment of AML and KYC requirement.
- Operational subject matter expertise in Custody account opening, maintenance and closures.
- Strong people management skills, ability to lead and motivate managers.
- Strong ability to learn ongoing stream of new markets, products, and processes.
- Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines.
- Confident communicator in all mediums to both internal and external clients.
- Strategic thinker, able to review and implement process improvements.
- Proficient in Microsoft Office products including Word, Excel, Access, and Outlook.
- Bachelor’s degree or equivalent, preferred.
JPMorganChase, 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.
Skills Required
- Operational subject matter expertise in custody account opening, maintenance, and closures
- Strong people management skills and ability to lead and motivate managers
- Ability to learn new markets, products, and processes
- Strong risk and control awareness, with ability to prioritize workloads and meet critical deadlines
- Confident communication skills with internal and external clients
- Strategic thinking and ability to review and implement process improvements
- Proficiency in Microsoft Word, Excel, Access, and Outlook
- Bachelor's degree or equivalent
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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