Client Onboarding Specialist jobs at Jpmorgan in Argentina, Buenos Aires

Job responsibilities

• Develops a product strategy and product vision that delivers value to customers
• Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
• Partner with Sales, Operations, Servicing, customer experience and other stakeholder teams to identify opportunities, pain points and address those through right product prioritization.
• Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
• Oversee the entire product lifecycle from ideation to launch, ensuring timely delivery of high-quality products.
• Work closely with design, engineering, compliance, and marketing to drive product decision, trade off assessment, and other key considerations.
• Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability

Required qualifications, capabilities, and skills

• Bachelor’s degree in business, finance, engineering, or a related field.
• 5+ years of experience or equivalent expertise in product management or a relevant domain area.
• Aptitude to learn, solve challenging problems and a passion to deliver great user experiences
• Experience building SaaS products for businesses, with a strong track record of success; experience in designing/building solutions with modern technology stacks including APIs, microservices, public cloud, etc.
• Advanced knowledge of the product development life cycle, design, and data analytics
• Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
• Strong leadership presence and ability to influence and partner across cross-functional teams; as well as strong verbal/presentation and written communication skills.

Preferred qualifications, capabilities, and skills

• Demonstrated prior experience working in a highly matrixed, complex organization
• Payment domain knowledge with merchant service ecosystem, card payment experience and Canadian payment landscape would be a preferred option.
• MBA degree would be a preferred choice

LDM is an internal organization within the firm’s Litigation Department that supports and facilitates the legal discovery process, including the identification, preservation, collection, review, and production of information relevant to litigation matters, regulatory inquiries, and internal investigations. The Associate will be part of the team responsible for the end-to-end Legal Hold process including the drafting, issuance, and monitoring of legal hold notices to employees across the Firm, providing guidance about the legal obligations surrounding those holds, and facilitating their ultimate release. As a Legal Holds and Discovery Strategy Specialist, you will have the opportunity to collaborate with innovative eDiscovery professionals across a wide variety of disciplines in a dynamic environment. You will perform custodial and/or data source research and identification, along with the preservation and disposition of data within pre-defined Service Level Agreements and turnaround times. In addition, you will facilitate responses to attorney questions and requests regarding litigation, HR, and regulatory matters. You will also have the opportunity to contribute to broader goals and initiatives across the eDiscovery spectrum in an effort to continuously develop, update and improve our eDiscovery program.

Key Responsibilities

• Action, coordinate, and track inquiries and requests in connection with the identification, preservation, and collection of electronically stored information (ESI)
• Serve as an internal subject matter expert on how JPMC conducts discovery, with a particular focus on legal holds, information governance, custodian interview questionnaires, data disposition, and matter closures
• Liaise between various stakeholders including internal litigators, outside counsel, technology partners, and the lines of business, to advise on discovery obligations, manage expectations for deliverables, and ensure compliance with firm policies and implementation of best practices related to discovery
• Lead and support internal initiatives related to audit readiness and legal technology implementation; and responsible for continually identifying opportunities to improve LDM processes, while consulting on the implementation and documentation of those improvements
• Create matter-related and programmatic reports, and deliver updates to management on an ad-hoc and periodic basis
• Effectively and clearly communicate facts, accomplishments, and key challenges and risks related to the efforts of the team and collaborate effectively at all levels of the organization

Qualifications, Capabilities, and Skills

• Bachelor’s Degree or equivalent,
• Preferable 2+ years of experience in eDiscovery or litigation support at a consulting firm, discovery vendor, or law firm; ACEDS or PMP certificate a plus
• Intermediate PC and Microsoft skills in a Windows environment. SQL, Oracle, VBA experience is a plus, as is experience with data visualization using tools like Tableau
• Strong organizational skills and ability to track multiple workstreams
• Self-motivated, organized, team oriented person, with the ability to resolve multiple confidential and/or sensitive, time-critical, and competing priorities and projects
• Must be comfortable working independently and with minimal supervision
• Effective communicator with a focus on client satisfaction, quality, process, and technology

As a Client Relationship management Vice President in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

Job responsibilities

• Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines
• Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations
• Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required
• Performs authentication and first line of data quality checks ensuring all MDRs are met
• Develops strong working relationships with key internal partners to provide seamless client delivery
• Identifies opportunities for process improvements with focus on quality, efficiency and timeliness – reducing cycle time and eliminating manual / bespoke processes
• Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
• Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
• Provides support on new product and technology initiatives

Required qualifications, capabilities, and skills

• Client relationship management/Client Facing experience of at least 8 years.
• Experience leading a team of at least 6 years.
• Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
• Ability to demonstrate flexibility and operate in a changeable environment .
• Organizational, analytical and problem resolution skills.
• Strong teamwork and influencing skills.
• Oral and written communication - ability to effectively interface with clients and internal partners.

Preferred qualifications, capabilities, and skills

• Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
• Wider Securities Services industry knowledge
• Experience with digital tools – Xceptor, Tableau, Alteryx

As a Client Account Services Specialist in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

Job responsibilities

• Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines
• Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations
• Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required
• Performs authentication and first line of data quality checks ensuring all MDRs are met
• Develops strong working relationships with key internal partners to provide seamless client delivery
• Identifies opportunities for process improvements with focus on quality, efficiency and timeliness – reducing cycle time and eliminating manual / bespoke processes
• Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
• Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
• Provides support on new product and technology initiatives

Required qualifications, capabilities, and skills

• Client relationship management/Client Facing experience of at least 4 years.
• Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks.
• Ability to demonstrate flexibility and operate in a changeable environment .
• Organizational, analytical and problem resolution skills.
• Strong teamwork and influencing skills.
• Oral and written communication - ability to effectively interface with clients and internal partners.

Preferred qualifications, capabilities, and skills

• Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
• Wider Securities Services industry knowledge
• Experience with digital tools – Xceptor, Tableau, Alteryx

Job Responsibilities:

• Serve as a liaison between various teams to provide impactful reporting and insightful analyses, facilitating enhanced business decisions.
• Produce presentations, analyses, and supporting materials for key internal clients, including senior management, and support ad-hoc projects and requests.
• Build and maintain databases to monitor proprietary deal-related information, facilitating enhanced business analyses.
• Facilitate and manage data-based initiatives, including client coverage organization, headcount projections, and talking points for senior management meetings.
• Prepare and summarize Key Performance Indicators for year-end evaluation and compensation decisions, and develop qualitative and quantitative financial analysis.
• Efficiently report analytics and strategy, including location strategy, span of control, and reporting and analytics.
• Create financial business cases supporting business initiatives and report on key metrics, driving data quality initiatives.
• Perform variance analysis to understand key drivers of results and present commentary to senior managers, designing new reports and dashboards.
• Enhance controls and streamline processes, introducing automation where possible, and own current-state processes to identify opportunities for improvement.
• Build effective relationships and work closely with colleagues across Global Commercial Bank, taking end-to-end ownership of projects to drive and implement solutions..

Required Qualifications, Capabilities, and Skills:

• Background – Experience of working in Financial Services. Bachelor’s degree in Business, Finance, Economics, or other related area.
• Problem solving – Pro-active and intuitive thinker focused on asking the right questions to improve the status quo and implement solutions.
• Experience working with analytical tools such as Alteryx, Tableau, business intelligence, and dashboard tools.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
• Detail-oriented and able to handle multiple projects and initiatives simultaneously.
• Communication – Excellent written and oral communication skills.
• Content development – Interested in strengthening ability to deliver high-quality presentations and reporting.
• Fluent in English.

Job responsibilities:

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
• Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
• Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and deliver appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint, and Excel

FEDERAL DEPOSIT INSURANCE ACT: