JPMorgan Client Operations Account Maintenance – Vice President 

India, Karnataka, Bengaluru 

246867914

Job Responsibility:

• Manage the team’s pipeline/performance against key metrics and objectives, consistently helping the team meet SLAs
• Provide own/broader team with subject matter expertise and guidance to perform their job function; coaching team to make decisions that are effective and well-grounded based on guidelines, policies, and insights
• Cultivate an environment of strong team work and client focus
• Operate as escalation point for the team
• Collaborate with product, technology and internal teams for roll out of PMOD – Platform Modernization
• Lead collaborative dialogue with partners/stakeholders to advance the book of work, improve processes/systems, understand changes, resolve challenges
• Evaluate and present solutions to improve controls across the organization and process
• Identify and execute initiatives to maintain a robust end to end process
• Connect/Engage with stakeholders to drive change and for better customer experience
• Be Agile and Flexible in multi-tasking as per business need
• Manage and prioritize initiatives that are requested by stakeholders
• Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
• Responsible for verification of client data
• Assisting in Client Servicing activities
• Researching client inquiries and managing follow-up communication
• Manage new Client account opening and Perform account Maintenance activities (Client Communication, Suitability, Tax forms processing)
• Adhoc remediation as part of regulatory and business requirements

Required qualification, skills and capabilities:

• University degree holder (including MBA) and / or with 15 - 18 years of professional experience in Client Onboarding / Account Maintenance / KYC Maintenance or other related disciplines
• Proven ability in team & book of work management; with capability to deep dive into the detail
• Ability to map processes end to end
• Ability to drive Change and Transformation in Ops
• Excellent interpersonal skills, both written and oral
• Exceptional follow-up and follow-through skills
• Able to work under minimal supervision; adaptable to work in demanding environment
• Demonstrate capability to co-ordinate different tasks and perform related follow up until completion
• Identify critical requirements and potential gaps by understanding complex and interdependent processes.