Client Data Associate

• Support client data onboarding and maintenance, collaborating with Custody Managers from data mapping to implementation
• Liaise with embTRUST vendor and IT on Chase-wide and custody-specific initiatives, including system updates impacting Custody
• Ensure data privacy across clients by defining business data and logical partitions; assist in reporting requirements and conduct logic reviews
• Oversee Custody Operations Reporting Database access, ensuring data pulls align with business definitions and logical partitions
• Manage data retention processes, including legal holds and retention in embTRUST vs. CORD
• Conduct control reviews and perform Information Owner tasks, including audits and certifications
• Process daily SharePoint requests for bulk transactions in embTRUST and train on bulk data operations
• Develop client-specific features and maintain system configurations within embTRUST
• Monitor automated workflows in embTRUST and troubleshoot job failures, collaborating with vendors to resolve issues
• Manage system user group role permissions and coordinate with IT for user group propagation
• Conduct monthly release testing and annual disaster recovery testing for embTRUST SaaS version releases

Required qualifications, capabilities and skills:

• Proficient in Microsoft Windows XP, Word, Excel, Project, PowerPoint, Visio, and Access
• Understanding of database concepts and systems analyst experience
• Ability to read/write basic SQL statements and write business requirements
• Effective interpersonal and communication skills with strong presentation abilities
• Advanced organizational and multi-tasking skills in a fast-paced environment
• Problem-solving skills with experience in process improvement and change implementation
• Ability to identify and resolve urgent issues and build rapport with stakeholders

Preferred qualifications, capabilities and skills:

• Comprehensive knowledge of emBTRUST and Chase Servicing process
• Proficiency in intelligent solution applications (Alteryx, TOAD, SQL Studio, Tableau, PowerBI, etc)
• Highly organized and control-minded
• Detailed knowledge of custodial processes and investor/regulatory guidelines

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.