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JPMorgan Trading Services Analyst - Team Leader 
India 
585135918

30.11.2024

Key Responsibilities:

  • Process Support: Assist in the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
  • Customer Interaction: Address customer inquiries and issues related to account closures, ensuring a positive customer experience.
  • Compliance and Risk Management: Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
  • Data Analysis: Analyze data related to account closures to identify trends and areas for improvement.
  • Continuous Improvement: Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
  • Collaboration: Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.

Qualifications:

  • Bachelor’s degree in Business Administration, Finance, or a related field.
  • Experience in account management, asset lifecycle, and customer satisfaction.
  • Strong analytical and organizational skills.
  • Excellent communication and interpersonal skills.
  • Knowledge of account/financial products lifecycle, fees, and income processes.
  • Ability to handle sensitive information with confidentiality.
  • Proficiency in relevant software and tools.

Preferred Qualifications:

  • At least 5-7 years’ experience in the financial services industry.
  • Knowledge of regulatory requirements related to account closures.