Job responsibilities
- Support KYC process including: documentation analysis and control, local due diligence workflow and client reference data through direct interaction with key partners (relationship managers, case leads, Hub, Legal and Compliance);
- Conduct client outreach and follow up on Client pending documentation;
- Work closely with Sales and clients in facilitating on-boarding requests;
- Assisting internal questions about onboarding status;
- Provide support and facilitate KYC process for multiple LoBs, as per the local and global policies;
- Liaise with Client Onboarding, reference data hubs and other supporting areas as Legal, Sales Support, Compliance, Technology and global partner teams.
- Maintain a good control environment by tracking the E2E on-boarding workflow, e.g. KYC approval, storage of on-boarding documents, etc
Monitor and review metrics and reconciliation reports;
- Strong partnership and coordination skills;
- Ability to identify problems and drive to resolution;
- Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
- Extreme attention to details;
- Experience with KYC and local documentation requirements for on boarding clients
- English and Portuguese fluency
Strong skill in MS Excel
Skills Required
- Strong partnership and coordination skills
- Ability to identify problems and drive them to resolution
- Proactive self-starter able to provide dependable, timely, and accurate support
- Extreme attention to detail
- Experience with KYC and local client onboarding documentation requirements
- Fluency in English and Portuguese
- Strong Microsoft Excel skills
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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