JPMorgan Account Opening_Client Ops_Team Leader 

India, Maharashtra, Mumbai 

5829889

Job Responsibilities:

• 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 and KYC Maintenance)
• Adhoc remediation as part of regulatory and business requirements

Required Qualifications, Skills and Capabilities:

• University degree holder (including MBA / CFA) and / or with 6 - 8 years of professional experience in a similar capacity
• Excellent stakeholder engagements skills
• PowerPoint and Excel expertise required
• Strong understanding of the needs and sensitivities of client management