International Payments Associate jobs at Jpmorgan in United States, Dallas

As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.

Job responsibilities:

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
• Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
• Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and deliver appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint, and Excel

As a Regulatory Reporting Project Manager Senior Associate in our Regulatory Reporting team, you will help us to ensure that our regulatory change projects are set up and completed in a timely and accurate basis. You will achieve this by utilizing excellent communication skills engaging with stakeholders.

Job Responsibilities

• Own, lead and manage Global Private Bank Cross Border Projects adhering to the corporate toolkit, procedures, guidelines, trainings and processes.
• Define day to day project and change management priorities to deliver project within required timelines.
• Engage and support cross border stakeholders to overcome challenges and expedite quality delivery.
• Engage and coordinate preparation & response to relevant compliance, audit and regulatory exams
• Ensure that cross border controls are properly designed, operating effectively, and essential to a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols.
• Is able to work independently to interpret and transform the regulations into business requirement documents.
• Understand our business model and how reporting rules should be applied to particular activities.
• Work with key stakeholders including Operational SME, Technology, Compliance, Controls, Projects, and Governance teams.
• Work in collaboration with upstream business teams to ensure that we receive accurate and timely information.

Required qualifications, capabilities, and skills

• Project management experience to define, drive and execute complex initiatives.
• Demonstrated success in partnering with multiple stakeholders and ability to work across cross-functional teams.
• Ability to effectively manage multiple initiatives, prioritize and escalate when required.
• A creative problem solver that can manage new/changing situations.
• Strong communication skills and ability to engage and influence globally.
• Self-motivated and ability to work independently.
• Be resilient in the face of headwinds.
• Focused execution skills with the ability to deliver results.
• Ability to critically review and challenge interpretation and application of scenarios relating to trade reporting rules.
• Flexibility to work under pressure to meet changing work requirements.

Preferred qualifications, capabilities and skills

• Delivered regulatory change.
• Ability to create a vision and actionable roadmap with a focus on ongoing innovation.
• Financial service experience in Private Banking, program management, regulatory change management and/or strategic transformation
• Understanding of Private Bank services including associated products, services, regulatory and control requirements