Build a career where accuracy, ownership, and client focus make a real impact. In this role, you will help ensure client reference data is complete, timely, and well-controlled across multiple platforms. You will partner with teams across regions and functions to resolve exceptions and improve processes. If you thrive in a fast-paced environment and enjoy investigative work, this role offers meaningful opportunities to grow.
Job summaryAs a Reference Data Specialist IV in Reference Data Operations, you will support the onboarding and ongoing maintenance of client records across multiple systems. You will help ensure data quality, timely processing, and adherence to established controls while partnering with teams across regions. You will contribute to meeting service targets through strong execution, clear communication, and continuous improvement.
Job responsibilities- Set up and maintain client records in designated systems to support completeness, accuracy, and timely processing.
- Maintain work logs and documentation to support auditability and operational controls.
- Investigate and resolve data exceptions and aged items, escalating non-routine issues when needed.
- Process requests from internal partners by managing workflow and prioritization to meet agreed timelines.
- Respond to inquiries through approved channels (mailbox, phone, and email) and provide clear status updates.
- Apply established controls and quality checks to ensure work meets required standards and targets.
- Support production coverage activities, including backup tasks, to maintain operational continuity.
- Identify recurring issues and contribute to process improvements by proposing practical solutions.
- Work effectively with stakeholders across time zones and participate in shift coverage as required, including local holidays and weekends.
- 2 years of experience in a banking or financial services operations environment.
- Strong English written and verbal communication skills.
- Demonstrated analytical skills with strong attention to detail.
- Proven ability to manage time effectively, prioritize work, and meet deadlines in a high-volume environment.
- Proficiency with Microsoft Office applications, including strong Microsoft Excel skills.
- Ability to investigate issues, ask questions, and drive items to closure with appropriate follow-through.
- Ability to collaborate effectively within a global team across multiple regions and time zones.
- Willingness to work in shifts, including local holidays and weekends, as business needs require.
- Experience supporting trade finance, payments, or cash management products.
- University degree in a relevant field.
Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.
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
- 2 years of experience in a banking or financial services operations environment
- Strong English written and verbal communication skills
- Demonstrated analytical skills and strong attention to detail
- Ability to manage time, prioritize work, and meet deadlines in a high-volume environment
- Proficiency with Microsoft Office applications, including strong Microsoft Excel skills
- Ability to investigate issues, ask questions, and drive items to closure
- Ability to collaborate effectively within a global team across multiple regions and time zones
- Willingness to work shifts, including local holidays and weekends
- Experience supporting trade finance, payments, or cash management products
- University degree in a relevant field
- Exposure to AI-enabled tools and willingness to adopt emerging technologies
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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