Manila Client Billing Operations - Account Manager Ii jobs at Jpmorgan in Philippines, Quezon City
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Company (1)
Job type
Job categories
Job title (1)
Philippines
Quezon City
368 jobs found
08.04.2025
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...
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...
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...
Conduct preliminary performance analyses of investment portfolios including basic attribution analysis, exposures, and rates of return against objectives. Assist in the onboarding of new clients and participate in service reviews,...
Demonstrate expertise in the investment lifecycle. This includes industry best practices, regulatory requirements, the competitive landscape and emerging trends in performance and risk analytics across client segments. Be ready to...
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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