Account Specialist Iv jobs at Jpmorgan in India, Mumbai

Embark on a rewarding journey as an Asset Servicing Specialist within our dynamic Asset Servicing team, where you will manage all corporate and income-related events across various asset classes, ensuring precision and excellence in every transaction.

As an Asset Servicing Specialist within our Asset Servicing team, you will manage all corporate and income-related events across various asset classes. You will reconcile positions, process transactions, and serve as a point of contact for internal communication. This role offers the opportunity to leverage your expertise in asset servicing, work closely with business partners, and promote process improvements.

Job Responsibilities :

• Reconcile positions, payments, and process transactions to client’s account.
• Perform both routine and non-routine asset servicing transactions and tasks with moderate to advanced complexity by leveraging intermediate to advanced subject matter expertise. This may include diagnosing problems and providing operational or technical resolution within defined and limited autonomy.
• Manage customer accounts, process payments, income, or taxes, and resolve queries across multiple corporate- and income-related events.
• Understand the asset servicing lifecycle.
• Serve as point of contact for internal communication with Middle Office and Client Service.
• Review peer work and offer suggestions on process improvements.
• Be flexible with extended hours as per business requirements to meet client expectations.
• Work under pressure and in different shifts

Required qualifications, skills and capabilities:

• Excellent prior asset servicing services, securities lending or prime brokerage operational experience
• Strong analytical and problem-solving skills including taking the initiative to drive change and enhance controls
• Ability to manage through a changing business landscape
• Bachelor’s degree required
• Extensive working knowledge of Microsoft Office products including Word, Excel (VLOOKUP), and Outlook

Posting description

As a Presentation Specialist (PowerPoint & Graphic designer) within Global Corporate Finance Office (GCFO) you will be responsible for the visualizing, creation and formatting of documents such as pitchbooks, proposals, financial statements brochures, infographics, complex presentation covers, templates and other types of presentations following JP Morgan standards using the Microsoft Office suite of applications (PowerPoint, Word and Excel), Adobe Creative Suite (Photoshop, Illustrator, InDesign, Lightroom) and other AI tools. A strong Presentations Specialist is a creative agent who creates visually compelling materials for our internal and external clients.

Job responsibilities

• Intake of presentation and create, edit, and annotate graphic designs and documents in accordance with specifications, using a variety of high-end graphics applications, ensuring quality, timeliness and overall client satisfaction. Be an expert in MS Office Suite. Manage and prioritize multiple deadlines, functioning independently with limited work direction
• Transform client briefs (PowerPoint) into impactful content format and designs leading to client satisfaction
• Ensure JPMorgan Chase's brand integrity while meeting our internal clients' need for creative, professional, high-quality and cost-effective graphic materials
• Receive feedback and apply this to continuous improvements in quality output, develop capabilities for innovation and service excellence
• Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence. Develop understanding of global GCFO organization and Presentations teams and colleagues
• Follow established job tracking and completion process utilizing GCFO's Workflow Exchange (WX) tool
• Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of performance and seek to excel in these areas wherever possible
• Maintain performance within established team procedures and policies, including attendance and conduct, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures

Required qualifications, capabilities, and skills

• Graduate in any discipline
• Diploma in Graphic Design and proficiency in MS Office (PowerPoint, Excel & Word)
• Minimum 4 years professional experience in Presentations and Graphics designing, Infographics Creation, Motion Graphics
• Experience in using AI tools and prompting (e.g. image generation, etc.)
• Strong creative thinking, accuracy, attention to detail, exhibiting a range or varied styles and techniques
• Excellent communication and interpersonal skills while working and influencing clients and team members
• Expert knowledge of Adobe Creative Suite—InDesign, Illustrator and Photoshop a must along with expertise in MS Office applications
• Handle sensitive and confidential information with discretion

Preferred qualifications, capabilities, and skills

• Experience and understanding in design concepts, visual communication and infographic storytelling
• Storyboard and conceptualize impactful design in relation to the message or content
• Excellent presentation (PowerPoint) and layout skills
• Accuracy, attention to detail and ability to proof own work
• Proficiency in Japanese language is desirable
• Adaptability / Flexibility and ability to multi-task
• Positive attitude, professional, diplomatic and approachable by teammates
• Open to work flexible monthly schedule during day, night, and weekend shifts

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

Job Description

As a Reference Data Product Owner Vice President within CAS Change team, you will spearhead the design and implementation of strategic reference data solutions across the Markets business. Our global team is dedicated to meeting the account and SSI reference data requirements of our Commercial and Investment Banking sectors. You will bring a proven track record of successfully delivering a range of complex projects, from small to large scale, utilizing the Agile methodology. This hybrid role combines the best of Project Management and Business Analysis, with a focus on leading and driving transformative initiatives in Account and Standing Settlement Instruction (SSI) reference data. Join us in shaping the future of reference data management and make a significant impact on our global operations.

Job responsibilities:

• Owns the end-to-end delivery of projects, from inception through to production deployment.
• Documents user stories and acceptance criteria for the feature team and effectively manages the product backlog, ensuring timely prioritization of user stories.
• Builds and maintains strong working relationships with stakeholders, providing regular project status updates.
• Collaborates with other Product, Technology, Product Owners, and Operations partners to ensure coherent design solutions.
• Participates in agile ceremonies in partnership with the POD (Product Oriented Delivery) lead and Scrum Master (e.g., sprint retrospectives, sprint reviews, sprint planning, daily scrums).
• Provides regular project updates tailored to the target audience.
• Identifies problems, risks, and dependencies and deals with them according to Agile principles, ensuring project delivery adheres to data quality, risk, and control standards.
• Coordinates release plans, ensuring UAT is complete, training is delivered, sign-off is gathered, and release notes are documented.
• Is responsible and accountable for monitoring the success of deliverables and demonstrating the value of the work delivered.
• Becomes highly knowledgeable in the relevant business domains and develops SME knowledge.
• Seeks opportunities to drive process improvement.

Required qualifications, capabilities and skills:

• Proven track record in product development/Change management
• Working knowledge of Alteryx, Tableau, JIRA, LLM Suite, Confluence
• Working knowledge of Agile methodology
• Strong analytical and problem-solving skills. Able to identify root causes of problems and to evaluate information with sound judgement, attention to detail and accuracy
• Strong interpersonal skills and the ability to effectively manage stakeholder relationships
• Able to communicate with both technical and non-technical audiences
• Apply strategic foresight while implementing change solutions

Preferred qualifications, capabilities and skills:

• Background in Financial Services
• Experience in reference data domain
• Exposure to Project Management methodologies
• Some exposure to testing functionality

As a Global Client Account Management Support Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Provide comprehensive support to Client Account Managers (CAMs) across regions, ensuring world-class client experience.
• Manage client expectations by coordinating with Portfolio Managers, Traders, Investment Specialists, and other internal teams as required.
• Process and coordinate account maintenance requests, including cash flows, account openings, reporting setups, fee invoice setups, guideline setups, and exclusion list management.
• Support the maintenance and enhancement of client experience through proactive service delivery.
• Ensure all tasks are executed in accordance with regional procedures, maintaining clear audit trails and quality control through maker-checker processes.
• Communicate effectively and efficiently with multiple teams to facilitate seamless operations.
• Maintain accurate client records and static data for ongoing account management.
• Extract documents and system data to support internal control testing and compliance requests.
• Document and review operational procedures to ensure consistency and quality.
• Provide periodic status updates, control reports, and KPI metrics for conducted work.
• Escalate unclear requests, issues, and errors in a timely manner to ensure prompt resolution.

Required qualifications, capabilities and skills

• Graduate or Post-graduate with at least 3 years of relevant experience.
• Prior experience in Asset Management or Asset Servicing, in client-facing roles within custody or investment banking.
• Understanding of asset management business, asset classes, and investment products.
• Financial market awareness and grasp of basic financial concepts.
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
• Excellent communication skills, both verbal and written, with strong client-facing abilities.
• Outstanding accuracy and attention to detail.
• Awareness of business risk and compliance procedures.
• Ability to manage competing priorities and meet tight deadlines.
• Strong numerical and quantitative skills.
• Responsive and flexible approach to client requests and operational demands.

Preferred qualifications, capabilities and skills

• Asset class knowledge and advanced client service expertise.