Wealth Management - Client Service Specialist Associate jobs at Jpmorgan in China, Kowloon
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Drive client requirements gathering process and propose and influence target solutions for the client. Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate...
Manage all incoming and outgoing client queries across a varied range of products including but not limited to equities, fixed income, foreign exchange, derivatives and collateral. Partner with offshore teams...
Serve as a centralized point of contact for all complex and technical tax issues to support our client’s tax servicing needs. Lead the Tax component of service reviews and other...
Monitor post-trade activities to ensure compliance with investment guidelines. Investigate and resolve any compliance breaches with stakeholders. Communicate effectively with clients, providing clear and timely updates. Interpret investment mandates to...
Lead execution of key implementation projects managing both direct and indirect resources across multiple locations and disciplines. Drive the client requirements gathering process, propose and influence target solutions for the...
Manage the work flow, scheduling of assignments and quality control through the review and approval process of accounting and securities records for each fund administered. Ensure all prescribed controls have...
Partner with a broad and diverse set of stakeholders across the firm on both first and second-line led global and regional initiatives;. Identify , assess and manage compliance and operational...
Drive client requirements gathering process and propose and influence target solutions for the client. Ensure client requirements are understood and work with internal partners to design, document, and ensure appropriate...
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