Data operations Associate
Join Client Account Services (CAS) and help shape a global, client‑first operating model across Investor Services. You'll work at the center of documentation, accounts, entitlements, and remediation governance - partnering with stakeholders and automation teams to streamline processes, elevate controls, and deliver best‑in‑class service. If you thrive in fast‑paced environments, value precision, and are motivated by transformational change and technology innovation, this role is for you.
Job Summary
As a Data Operations Associate within Client Account Services, you will support activities for Banking Operations which involve account onboarding and maintenance.
The role will involve working with client and account data. The responsibilities will include leading a team performing functions across account data creation and management. The manager will be required to review the system of record to ensure they satisfactorily meet specific outlined requirements. Additionally, the manager will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of the product, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.
Job responsibilites:
- Authenticate requests/ perform due diligence prior to processing or verification of the request in accordance with the SOP's
- Ensure 100% accuracy in applicable systems and mainframe applications with zero tolerance related to client data breaches
- Ensure all control protocols are followed and evidenced accurately on relevant EOD control checklists within timelines
- Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform
- Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders
- Collaborate with stakeholders and Automation teams to streamline processes and enhance efficiency in CAS Banking operations
- Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform
- Demonstrate strong communication, problem-solving, and stakeholder management abilities, with a client-focused approach
- Utilize digital platforms and analytical tools to process, analyze, and enhance client data management across products and platforms
Required qualifications, capabilities, and skills
- Proven experience in operations or client account services within financial services, ideally across Investor Services (e.g., documentation, accounts, entitlements)
- Demonstrated control discipline executing SOPs, with a track record of zero‑tolerance data handling and high accuracy across enterprise/mainframe systems
- Hands‑on expertise in client documentation lifecycle, account setup/maintenance, and entitlements administration, including due diligence and verification
- Strong governance and remediation execution skills: defining roles/responsibilities, setting milestones, tracking deliverables, and escalating risks/barriers
- Ability to manage in‑flight remediation projects end‑to‑end, including risk identification, mitigation planning, and stakeholder alignment
- Proficiency with digital platforms and analytical tools for data processing, validation, and quality management; comfort working across multiple systems
- Excellent communication and stakeholder management skills to collaborate with peers, managers, and cross‑functional partners (including Automation teams)
- Process improvement mindset with experience identifying, proposing, and implementing workflow enhancements that drive efficiency and resilience
- Strong problem‑solving, prioritization, and time‑management abilities under tight timelines and control expectations
- Commitment to client‑centric service, operational risk awareness, and data protection/confidentiality standards
Preferred qualifications, capabilities, and skills
- Preferred experienced with client documentation and JPM systems
- Familiarity with operational risk and control frameworks (issue management, corrective action plans, quality assurance/testing).
- Exposure to automation and transformation initiatives
- Proficiency with analytics and data tools; comfort querying and reconciling data across systems
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.
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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.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion