Client Operations Account Maintenance Specialist

Job Description
We are seeking a detail-oriented and proactive Senior Analyst to join our Account Maintenance team. The ideal candidate will have 2-5 years of experience in client onboarding, account maintenance, or related fields. This role requires a strong analytical mindset, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.
The Client Operations Account Maintenance is dedicated to ensuring seamless client experiences through efficient account management and operational excellence. We work closely with various stakeholders, including Bankers, Line of Business Operations, and Compliance, to uphold the highest standards of service and compliance. Our team values collaboration, innovation, and continuous improvement, striving to enhance processes and deliver exceptional client support.
Job Responsibilities:
Account Maintenance: Assist in the management of client accounts, ensuring all information is up-to-date and accurate. Perform routine maintenance activities, including client communication, suitability assessments, and tax form processing.
Client Onboarding: Support the onboarding process by reviewing and verifying client documentation, ensuring compliance with AML and KYC policies and procedures.
Data Verification: Conduct thorough verification of client data and documentation for various entities, including corporations, trusts, and individuals, in accordance with policy and jurisdictional requirements.
Process Improvement: Collaborate with team members to identify opportunities for process enhancements and contribute to the development of more efficient workflows.
Stakeholder Engagement: Engage with internal stakeholders, including Bankers, Line of Business Operations, and Compliance, to facilitate smooth operations and resolve any challenges that arise.
Research and Analysis: Conduct research on client inquiries and manage follow-up communication to ensure timely and accurate responses.
Reporting: Assist in the preparation of reports and presentations for management, highlighting key metrics and performance indicators.
Required qualifications, skills and capabilities:

• Bachelor's degree in Finance, Business Administration, or a related field.
• 3-5 years of experience in client onboarding, account maintenance, or a similar role.
• Strong analytical skills with the ability to interpret complex data and make informed decisions.
• Excellent verbal and written communication skills.
• Proven ability to work collaboratively in a team environment.
• Demonstrated ability to work well in a team setting, contributing to a positive and productive team dynamic.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

About Us
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.
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.