Merchant Services Payment Solution Center Account Specialist Ii jobs at Jpmorgan in Philippines, Cebu City
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Philippines
Cebu City
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JPM
JPMorgan Wealth Management - Account Opening Analyst Philippines, Quezon City
Review and interpret client documentation for brokerage account maintenance. Perform suitability updates based on client or partner instructions. Research documentation to ensure accurate suitability (FINRA Rule 2111 / SEC 17A3)....
Provides coaching and development plan for direct reports (Team Leaders). Ensures Team Leaders are meeting work objectives in an efficient, thorough and productive manner. Ensures employee compensation is reflective of...
Monitor pre-employment requirements submission of new hires. Coordinate with pre-employment screening and medical vendors to ensure efficient service delivery. Coordinate and meet with recruiters regarding onboarding concerns. Prepare and ensure...
Acts as the primary technical resource for client implementations for mid-sized merchants and third-party integrators. Advises clients of Chase on supported connectivity options, communication protocols, transaction record formats, and functionality...
Process all client’s requests. Sets up/Modify customer’s account. Pull checks as per clients request. Process paid image exceptions against customer supplied payee name information. Examine all exceptions are and either...
Coordinate and fulfill travel bookings for clients, ensuring all details align with their specific needs and preferences. Utilize travel management technology tools to streamline the booking process and enhance the...
Lead and manage control evaluations and end-to-end substantive testing activities, including planning, fieldwork and reporting. Lead comprehensive control evaluations and substantive testing to independently assess the design and effectiveness of...
Review and interpret client documentation for brokerage account maintenance. Perform suitability updates based on client or partner instructions. Research documentation to ensure accurate suitability (FINRA Rule 2111 / SEC 17A3)....
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