Client Data Analyst - Custody Entitlements

Job Description

A position that is exciting and vital at the same time, supporting multiple lines of business in one of the Global leader of financial sector.

Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.

Client Account Services (CAS)

• Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service
• Driving to be best in class through transformational change and technology innovation
  
  

Summary

Client Account Services (CAS) - Entitlements team is responsible for e:Banking access management on client facing products for Securities Services clients/users. Role requires liaison with internal and external stakeholders that includes Clients, Client Service / Solutions, Middle Office & Help Desk to understand intricate client requirements, manage inquiries, and controls access. Role mandates clear understanding of Securities Services business, manage complex client requirements, Client & Stakeholder Liaison to deliver Best-in-class solutions.

Job Responsibilities

• Timeliness and Accuracy while completing client instructions and queries via strict adherence to the SOPs and SLAs
• Perform validations on client instruction and seamlessly administering client user access to electronic banking products on provisioning applications in a controlled and risk-free manner
• Be aware of operational risk scenarios associated with the role and come up with ideas to mitigate risk
• Identify and resolve concerns by assisting Clients, Client Service, Middle Office & Help Desk
• Anticipate escalation prone scenarios and manage them pro-actively
• Own, promote and drive continuous improvement initiatives
  
  

Required Qualifications. Capabilities, And Skills

• Minimum of 1 year experience in a client liaison role in a similar financial organization, local or global; needs to have strong verbal and written communication skills for client interaction, comfortable with dealing with clients, both internal and external to the firm
• Strong analytical skills with a desire to work in a fast-paced environment with multiple deliverables; able to work in a multi-queued environment providing frontline and back-end transactions
• Good team player and self-motivated
• Capacity to work under time-sensitive business deadlines with ability to work independently
• Proven skills in time management and attention to detail
• Amenable to work on night time schedule following North America hours.
  
  

Preferred Qualifications, Capabilities And Skills

• Experience in Corporate Investment Banking, especially in Custody (setting up systems for Custody clients) highly preferred
• Proficiency in Microsoft Office suite of applications
• Flexible to work in shifts, as business needs
• Preferred experienced with new age tools like Alteryx, Tableau, Xceptor etc.
  
  

About Us

JPMorgan Chase & Co., 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

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.