JPMorgan Account Opening Maintenance_Team Leader 

India, Maharashtra, Mumbai 

467134367

Job Responsibilities

• Open accounts for new and existing clients
• Undertake updates to account in a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures
• Process client instructions to update authorities / limits / powers / contacts etc
• Process tax documents like FATCA / CRS / W8 / W9
• Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with teams responsible for completing sub-activities across the process
• Communicates in a clear transparent way and articulates on-boarding requirements and time commitments to the client / sales support teams
• Set and manage the priority of all requests through ongoing engagement with business , whilst proactively managing the pipeline throughout all stages of the process
• Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements
• Identify red flag / dot situations and escalate in line with policy and procedures
• Ensure MI is updated on real time basis so as to reflect the accurate status
• Ensuring appropriate and confidential handling / sharing of sensitive client data
• Contribute ideas and participate in efforts to drive continuous improvement to enhance service delivery

Required Qualifications, Skills and Capabilities:

• Minimum experience of 6 with relevant experience in Client Onboarding
• Strong understanding of account opening and maintenance
• Preferably knowledge of Private Banking industry
• Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making , and conflict resolution skills