Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
Job Summary:
As a Client Data Associate within JPMorgan Chase, you will play a crucial role in upholding the company's strength and resilience. Your primary responsibility will be to ensure all client KYC records are compliant with regulatory standards. You will promote high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. You will have the opportunity to showcase your excellent customer service skills to define, analyze, and resolve inquiries and escalations. You will closely manage day-to-day operations of the team/department and proactively and strategically improve processes to ensure team members are high performing and meeting the firm-wide quality standard.
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Job Responsibilities
- Understand and implement KYC standards, guidelines, policies, and procedures. Be a KYC expert in the Corporate and Investment banking domain to conduct end-to-end KYC.
- Understand the firm's KYC requirements when completing documentation inclusive of Customer Identification Program (CIP), Minimum Due Diligence (MDD), Enhanced Due Diligence (EDD), Local Due Diligence (LDD), Specialized Due Diligence (SpDD), and Product Due Diligence requirements (PDD).
- Partner with Compliance, Screening, DDR, and AAR teams to resolve KYC exceptions and obtain approvals where necessary.
- Engage with stakeholders including Middle Office and onshore makers to track exceptions and KYC completion. Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality).
- Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
- Drive process improvements and implement process changes as necessary.
Required Qualifications, Capabilities, and skills
- Bachelor's Degree or Graduate Degree
- Minimum 6 years' experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance and KYC.
- Computer skills: Lotus Notes and Microsoft Office Suite including Excel, Word, and PowerPoint
- Outstanding client management, partnership building, leadership, and direct experience of dealing with stakeholders using Effective communication, organisation, prioritization and interpersonal skills
- Ability to identify risks, issues and successfully navigate through to completion
- Self-reliance and willingness to \"own\" complications and creatively find solutions
- Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.