Access Support - Client Training Analyst jobs at Jpmorgan in Philippines, Quezon City
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Philippines
Quezon City
299 jobs found
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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)....
Participate in Sales process to position and differentiate J.P. Morgan’s Client Onboarding strengths and value. Lead implementation projects comprising of client-facing activities such as workshops to refine solutions, establish project...
Perform quality assessments to ensure accuracy and adherence to Standard Operating Procedures. All reviews must be entered in ACES for tracking and reporting purposes. Effectively drive remediation of issues by...
Calibrate, test, and implement prepayment, credit, and home price models to support MSR valuations. Conduct regular and ad-hoc data processing, analysis, and reporting on prepayment, home price, and credit metrics....
Confirm and settle Currency and Emerging Markets trades in a timely manner. Liaise with Bankers, CEM Sales and counterparties to resolve discrepancies. Reconcile and coordinate daily cash movements to Cash...
Provide end-to-end trade flow support across all product channels globally. Monitor ongoing support needs to address changes and gaps. Drive continuous improvement efforts, while reducing risk across all touch-points in...
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...
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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