As a Client Data Specialist within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of records before they are reviewed by the client-facing team. Your organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital literacy will help you leverage software applications and digital platforms to enhance processes and client experience.
Job responsibilities
- Collect, verify, and report client data to ensure records are accurate and compliant with AML and regulatory requirements.
- Prepare and review Currency Transaction Reports (CTR) and other compliance documentation, identifying and escalating potential issues.
- Respond to operational requests, adjustment reports, and partner correspondence with accuracy and timeliness, handling more complex cases as needed.
- Collaborate with team members to support and implement process improvements, sharing insights and best practices.
- Address service issues using advanced problem-solving and communication skills, escalating unresolved or complex matters appropriately.
- Demonstrate adaptability and initiative in managing assigned tasks, interim projects, and evolving business priorities.
- Proven ability to adapt to shifting priorities and manage multiple tasks in a dynamic environment.
- Advanced analytical, critical thinking, and problem-solving skills, with attention to detail.
- Effective communication and collaboration abilities across teams and stakeholders.
- Proficiency in MS Office and digital platforms for data management, analysis, and reporting.
- Dependable, proactive, and committed to delivering accurate, timely support and continuous improvement.
- Interest in anti-money laundering, regulatory compliance, fraud prevention, and operational risk.
- Familiarity with mainframe and PC-based systems.
- Enthusiasm for process improvement and innovation.
- Goal-oriented mindset with a focus on operational excellence.
Skills Required
- Proven ability to adapt to shifting priorities and manage multiple tasks in a dynamic environment.
- Advanced analytical, critical thinking, and problem-solving skills, with attention to detail.
- Effective communication and collaboration abilities across teams and stakeholders.
- Proficiency in MS Office and digital platforms for data management, analysis, and reporting.
- Dependable, proactive, and committed to delivering accurate, timely support and continuous improvement.
- Interest in anti-money laundering, regulatory compliance, fraud prevention, and operational risk.
- Familiarity with mainframe and PC-based systems.
- Enthusiasm for process improvement and innovation.
- Goal-oriented mindset with a focus on operational excellence.
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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