JPMorgan Client Operations Account Maintenance Specialist 

India, Maharashtra, Mumbai 

182925337

Job Responsibilities:

Account Maintenance:Assist in the management of client accounts, ensuring all information is up-to-date and accurate. Perform routine maintenance activities, including client communication, suitability assessments, and tax form processing.

Client Onboarding:Support the onboarding process by reviewing and verifying client documentation, ensuring compliance with AML and KYC policies and procedures.

Data Verification: Conduct thorough verification of client data and documentation for various entities, including corporations, trusts, and individuals, in accordance with policy and jurisdictional requirements.

Research and Analysis:Conduct research on client inquiries and manage follow-up communication to ensure timely and accurate responses.

: Assist in the preparation of reports and presentations for management, highlighting key metrics and performance indicators.

Required qualifications, skills and capabilities:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 3-5 years of experience in client onboarding, account maintenance, or a similar role.
• Strong analytical skills with the ability to interpret complex data and make informed decisions.
• Excellent verbal and written communication skills.
• Proven ability to work collaboratively in a team environment.
• Demonstrated ability to work well in a team setting, contributing to a positive and productive team dynamic.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).