דרושים Vice President - Project Management Client Onboarding Service ב-גיי פי מורגן ב-Philippines, Quezon City

As a Tech Risk & Controls - Quality Management & Controls SME within the CTC organization, you will act as a risk partner and consultant, promoting control compliance with policies and standards while focusing on quality management practices. This role will be critical in enhancing existing processes and ensuring the integrity of controls across various technology initiatives.

Job Responsibilities:

• Provide guidance and best practices to drive awareness and understanding of the technology risk and controls framework, specifically focusing on quality management and controls challenges.
• Serve as a Controls-focused escalation Subject Matter Expert (SME) for customers and the CTC Service Desk, addressing complex queries and providing expert advice on control-related issues.
• Lead quality assessments and control reviews to identify risks and ensure compliance with organizational standards.
• Collaborate with cross-functional teams to ensure the accuracy and relevance of quality management processes and controls.
• Enhance the Quality Assurance/Quality Control (QA/QC) processes of the CTC Service Desk, implementing best practices to improve service delivery and customer satisfaction.
• Develop and implement governance frameworks for quality assurance and control processes.
• Monitor and evaluate the effectiveness of quality management initiatives, making recommendations for continuous improvement.
• Provide training and support to stakeholders on quality management processes and tools, including best practices for control implementation.
• Stay updated on industry trends and emerging technologies in quality management, controls and cybersecurity.

Required Qualifications:

• Experience : In technology risk management, quality management, or controls.
• Analytical Skills : Ability to analyze quality from a risk and governance perspective, identifying gaps and improvement opportunities.
• Technical Proficiency : Familiarity with quality management systems, control frameworks, and integration techniques.
• Project Management : Strong organizational skills with the ability to manage multiple tasks and priorities, focusing on risk reduction.
• Cybersecurity Knowledge : Strong understanding of cybersecurity principles and practices as they relate to quality management.
• Agile Methodologies : Familiarity with Agile methodologies and the Scrum framework.
• Customer Service Experience : Understanding of how quality management adds value to self-service and operational process.
• Communication Skills : Excellent communication and collaboration skills, with the ability to represent governance forums effectively.

Preferred Qualifications:

• Certifications : Relevant certifications such as Six Sigma, Quality Management Professional (QMP), or similar are a plus.

Job Responsibilities:

• Serve as the first point of contact for Wealth Management clients.
• Provide exceptional customer service and product knowledge.
• Communicate with customers via phone and email to deliver high-quality responses.
• Collaborate with other departments to resolve client queries.
• Adapt communication style to meet customer needs.
• Identify and recommend improvements within the Customer Support function
• Handle challenging conversations, including complaints.

Required Qualifications, Capabilities, and Skills:

• Proficient in Korean language both verbal and written
• Excellent customer service skills in telephone and email etiquette
• Strong client focus and interpersonal skills.
• Proactive mindset with a focus on continuous improvement.
• High level of technical skill in the field of expertise.
• Ability to exercise discretion and judgment.

Preferred Qualifications, Capabilities, and Skills:

• University degree in Economics, Finance, or equivalent work experience.
• Experience in a customer service role, preferably in financial services.
• Excellent communication skills.
• Empathetic problem solver with a passion for learning.

Additional Information:

• Shift Schedule: 8:00 AM-5:00 PM MNL Time (Mon-Fri)
• Work Setup: Full Time Onsite

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the Asia tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

As a Data Management Senior Associate within the Consumer & Community Banking (CCB) Data Use Council & AI/ML Governance teams, you will coordinate with requesters and Control Partners from Controls, Legal, Compliance, and Risk to evaluate data use requests and present assessments to the firm's Chief Data and Analytics Officer (CDAO). You will identify legal, contractual, operational, and reputational risks, focusing on AI/ML and emerging technologies. This role supports the CCB AI Governance Program Office, ensuring effective oversight of related Standards and Procedures.

Job Responsibilities:

• Oversee AI/ML use cases for compliance, establishing robust governance structures.
• Collaborate with CDAO and stakeholders to implement monitoring systems and assess risks.
• Demonstrate leadership and communication skills, with a background in governance and controls.
• Prioritize AI data use requests against product roadmaps, key deadlines, project go-live dates, and risk assessments.
• Coordinate review with key stakeholders and senior management, presenting AI data request overviews and risks.
• Work with internal clients (Digital, Marketing, Consumer Banking, Modeling, and management) to evaluate data use requests and identify necessary business requirements, guardrails, conditions, or controls.
• Establish AI communication and documentation team practices, including governance procedures, business informational sites, and workflows.
• Establish enhanced AI Metric Reporting and Oversight, supporting quality control reviews.
• Partner with Control Management to implement enhanced GenAI Use Case monitoring.

Required Qualifications, Capabilities, and Skills:

• Project Management skills.
• Strategic thinking and planning skills, with abilities to drive innovation.
• Highly developed analytical skills and excellent attention to detail.
• Ability to communicate ideas effectively, both orally and written, to employees and executives.
• Ability to meet deadlines and handle multiple priorities and projects effectively.
• Quality-focused work ethic, effectively responding to rapidly changing business needs.
• Proactive self-starter with leadership and interpersonal skills.

Preferred Qualifications, Capabilities, and Skills:

• Bachelor’s degree in business, legal, decision science, data management, or related field with 3-5 years’ experience in those fields.
• Experience with technical concepts and working with technical staff as needed.
• Knowledge of PII, metadata, and other data management concepts.
• Proficiency in Microsoft Word, Excel, PowerPoint.
• Prior experience with Data Governance, Estimation/Modeling Development, Legal, Compliance, Privacy, Risk, Controls, or Audit.

As a Customer Service Vice President within Wealth Management, you will drive operational excellence in team. You will lead a team of Customer Support associates, ensuring the delivery of KPIs and high-quality customer service experiences. You will manage service delivery processes, prioritize and resolve service requests, and provide leadership in line with JP Morgan values.

Job Responsibilities:

• Manage a team of Customer Support Associates and collaborate with regional Customer Service leaders.
• Oversee contact center operations and make strategic decisions.
• Define and implement action plans to achieve results.
• Lead recruitment, training, IT development, and logistics planning.
• Serve as a focal point between clients and internal departments.
• Drive operational results, ensuring SLAs and KPIs are met.
• Take ownership of complex problems and resolve ongoing issues.
• Adhere to firm controls, policies, procedures, and regulations.
• Assist with escalated issues from team members.

Required Qualifications, Capabilities, and Skills:

• Proficient in any of these foreign languages – Mandarin, Japanese or Korean
• Experience managing teams in the Customer Service/contact center industry in Financial Services.
• Experience managing KPIs and SLAs.
• Strong leadership, management, analytical, and decision-making skills.
• Customer and achievement orientation.
• Fast learner and independent problem solver.
• Aptitude for process improvement and a flexible approach to change.
• Passion for continuous learning and improvement.

Preferred Qualifications, Capabilities, and Skills:

• University degree in Business Administration, Economics, Finance, or equivalent work experience (preferred but not mandatory).
• 4+ years supporting service teams in a leadership capacity.
• 4+ years experience with Client Service/Contact Center solutions.
• 4+ years experience with CRM and help desk software.
• Lean/Six Sigma certification.
• Exposure to a wide array of financial products.

Additional Information:

• Shift Schedule: 8:00 AM-5:00 PM MNL Time (Mon-Fri)

As a Talent Program Lead in the Client Onboarding & Service Solution Center, you will lead our best-in-class Customer Service Apprenticeship program, delivering future talent into a customer-focused organization. You will partner with internal and external stakeholders, support apprentices throughout their journey, and drive people-related objectives across the global Client Onboarding & Service Solution Center. You will help us build strong relationships with schools, colleges, and industry forums, ensuring an inclusive and impactful talent pipeline.

Job Responsibilities:

• Partner with the Emerging Talent team to lead a two-year Customer Service Apprenticeship program focused on customer service and French bilingual capabilities.
• Ensure an exceptional candidate experience throughout the application and assessment process.
• Maintain strong relationships with campus and experienced recruiting teams to leverage best practices.
• Build relationships with local schools and colleges, especially those with French language skills, and represent the firm at events.
• Execute all safeguarding requirements for the employment of minors.
• Provide oversight, mentorship, and support for individual apprentices during their program.
• Lead people-related program opportunities within the global COS Solution Center, including managing industry relationships.
• Partner with regional stakeholder groups to provide business and talent program information in wider forums and materials.
• Own the monthly Business Unit Review and contribute to reporting and communications.

• Previous program management experience.
• Business recruiting experience with a strong focus on candidate experience and diversity.
• High standards and attention to detail, with strong planning, organization, and time management skills.
• Consultative and decisive partner to clients; excellent relationship management skills.
• Excellent verbal and written communication skills, comfortable presenting to large groups.
• Passion for working with and assessing school and college students.
• Ability to work with large data sets to identify trends and provide regular reporting to senior stakeholders.

• Ability to perform data analyses and visualizations using tools such as MS Excel, Alteryx, or Tableau.
• Previous experience with talent programs or business management activities.

As an Underwriting Specialist in Private Banking Mortgage, you will play a critical role in supporting the mortgage business through comprehensive underwriting analysis. You will review and enter loan information, analyze income and credit, and assess collateral and financial statements to determine credit risk. You will partner with internal teams to resolve exceptions and ensure loans progress to final decisions, all while adhering to regulatory timelines. You will leverage your expertise to identify risks, suggest process enhancements, and contribute to a culture of accuracy and compliance.

Job Responsibilities:

• Achieve daily production targets and complete priority reviews within stipulated timelines
• Maintain process accuracy targets, ensuring less than 5% high QA error rate, and uphold high hygiene standards by following all process controls without lapses
• Assist in data collection and report preparation on various metrics to support business initiatives
• Identify and escalate issues, exceptions, and procedure gaps to management for timely resolution
• Interact with global stakeholders to resolve process issues and enhance process controls
• Allocate 90% of productive time to processing and 10% to business initiatives, reporting, and training activities
• Suggest process enhancements and automations for improved controls, and perform periodic risk and controls analysis with the team
• Review and enter loan information according to current underwriting guidelines, ensuring accuracy and compliance
• Analyze income by reviewing and validating US documents for debt-to-income ratio calculations, and conduct credit analysis including review of credit reports, scores, and public records in adherence to FACT ACT and FCRA regulations
• Analyze personal financial statements and asset statements to determine liquidity and leverage ratios, and assess collateral risks by reviewing purchase contracts, addendums, and property appraisal reports
• Coordinate with Mortgage Solutions Team and other internal teams to develop necessary credit information, add and review relevant underwriting conditions, resolve exceptional scenarios, identify credit risks and collateral variances, and ensure adherence to the 30-day timeline for all credit decisions per Regulation B (ECOA).

Required qualifications, capabilities and skills:

• Bachelor’s degree in Business, Finance, Accounting, or related field
• Two years of mortgage underwriting experience in US mortgage loan originations
• Experience reviewing and analyzing US financial documents, including asset statements, personal financial statements, profit and loss statements, personal tax returns, and credit reports
• Exposure to production management, work allocation, prioritization, exception handling, and process documentation
• Thorough understanding of all stages of the mortgage originations life cycle
• Expertise in mortgage underwriting concepts, ratios, and calculation methods, including debt-to-income, loan-to-value, liquidity, and leverage ratios
• Working knowledge of major US mortgage regulations

Preferred qualifications, capabilities, and skills:

• Three years of mortgage underwriting experience in US mortgage loan originations
• Advanced proficiency in risk and controls analysis
• Experience collaborating with global teams
• Strong analytical skills with attention to detail
• Effective time management and adaptability to US, Asia, and EMEA shifts
• Excellent communication and teamwork skills
• Proven ability to suggest process enhancements and automations