Trade Lifecycle Client Reporting Associate

Posted 6 Hours Ago
Be an Early Applicant
Bengaluru, Karnataka
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Trade Lifecycle Client Reporting Associate will manage a team handling client reporting and data maintenance for Private Banking and Wealth Management accounts, ensuring compliance and operational efficiency while leading process improvement initiatives and contributing to global projects.
Summary Generated by Built In

Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Client Reporting team to partner with the Business.
Job Summary -
As a Trade Lifecycle Client Reporting Associate in the Client Reporting team, you will be a part of a dynamic and dedicated team responsible for all aspects of client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. You will interact with various internal groups to assist with client requests, inquiries, and issues. This role provides an exciting opportunity to manage a team and contribute to global projects and local initiatives, while ensuring accurate and timely completion of operational procedures.
Job Responsibilities

  • Manage a team with a minimum size of 5-7 members.
  • Ensure accurate and timely completion of operational procedures.
  • Understand, follow, and demonstrate compliance with all Risk and Control regulations.
  • Allocate and monitor work effectively.
  • Manage escalation processes efficiently.
  • Actively involve yourself in and contribute to Global Projects and Local Initiatives.
  • Assist in ensuring a competitive and transparent work culture.
  • Identify, evaluate, and deliver process improvement initiatives.
  • Manage and lead discussions on exceptional cases.


Required qualifications, capabilities, and skills

  • Post Graduate / Graduate
  • At least 6 years of relevant work experience
  • Strong analytical and problem solving skills
  • Escalate potential issues or concerns to management team
  • Highly motivated with ability to work independently and in a team environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
  • Adaptability: effectively organize and prioritize work to meet stringent deadlines.
  • Aid in the development and management of an innovation driven work environment
  • Commitment to quality and control


Preferred qualifications, capabilities, and skills

  • Ability to think creatively and recommend/implement process improvements
  • Strong organizational skills to successfully manage multiple tasks at one time
  • Strong background in use of computer systems (PC and Mainframe)
  • Knowledge of Private Bank products/services preferred
  • Strong knowledge of Microsoft Applications, preferably Excel & Access Database


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.

Top Skills

Access
Excel

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account