Make a direct impact on how we onboard and support clients—safely, accurately, and at scale. In this role, you will be the go-to process expert who helps teams navigate risk and controls with confidence. You will turn operational data into clear insights that improve performance and reduce errors. You will also shape smarter workflows through continuous improvement and automation partnerships.
As a Client Operations Admin Analyst in JP Morgan Personal Investing, you will own day-to-day delivery across key operational processes while strengthening risk management, data quality, and service outcomes. You will partner closely with controls, audit, and financial crime stakeholders to provide clear guidance and timely responses. You will use data to spot trends early, raise concerns, and help us continuously improve how we work.
Job Responsibilities:
- Develop deep knowledge of assigned operational processes, including their end-to-end workflow, risks, and controls.
- Document process steps, maintain up-to-date procedures, and support training for new team members.
- Monitor process performance and compliance, identifying potential issues before they escalate.
- Handle Client onboarding and Administration such as Anti Money Laundering checks and changes to bank details.
- Monitor inbox and work queues, prioritising tasks based on urgency and importance.
- Track outstanding items and follow up to ensure resolution.
- Stay up-to-date with internal policies, industry regulations, and best practices.
- Use Excel and other tools to perform reconciliations.
- Present findings to management, highlighting areas for improvement or concern.
- Propose changes to streamline workflows, reduce manual effort, and enhance security.
- Collaborate with your manager to automate repetitive tasks.
Required qualifications, capabilities, and skills:
- Ability to juggle multiple tasks and priorities, maintaining clear records and meeting deadlines.
- Adapt quickly to changing business needs and priorities.
- Ability to write clear, concise emails and reports for internal and external audiences.
- Be able to communicate complex information in an understandable way.
- Build relationships with colleagues and clients through effective verbal interactions.
- Being very good user of Excel for data analysis, reporting, and process automation (e.g., formulas, pivot tables) and adapt to new technology platforms as required.
- Remain calm and focused under pressure, handling high volumes and tight deadlines.
- Adjust to new processes, systems, or regulatory changes quickly.
- Review work carefully to ensure accuracy and completeness.
- Spot inconsistencies or errors in data, documentation, or processes.
- Follow procedures meticulously to avoid mistakes.
Preferred qualifications, capabilities, and skills:
- Previous experience in an operations or administration role.
- Working knowledge of relevant processes and procedures.
- Demonstrated adherence to compliance guidelines and regulatory requirements.
#ICBCareers
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.Skills Required
- Ability to manage multiple tasks and priorities while maintaining accurate records and meeting deadlines
- Ability to adapt quickly to changing business needs and priorities
- Ability to write clear, concise emails and reports for internal and external audiences
- Ability to communicate complex information clearly
- Ability to build relationships with colleagues and clients through effective verbal communication
- Advanced proficiency in Excel for data analysis, reporting, and process automation, including formulas and pivot tables
- Ability to learn and adapt to new technology platforms
- Ability to remain calm and focused under pressure while handling high volumes and tight deadlines
- Ability to adapt to new processes, systems, and regulatory changes
- Strong attention to detail and ability to ensure work accuracy and completeness
- Ability to identify inconsistencies or errors in data, documentation, and processes
- Ability to follow procedures meticulously
- Previous experience in an operations or administration role
- Working knowledge of relevant processes and procedures
- Demonstrated adherence to compliance guidelines and regulatory requirements
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 coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
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Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
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Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.
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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