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JPMorgan Trade Lifecycle Client Reporting Associate 
India, Karnataka, Bengaluru 
880909682

30.11.2024

Job Summary-

As a Trade Lifecycle Client Reporting Associate in the Client Reporting team, you will be a part of a dynamic and dedicated team responsible for all aspects of client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. You will interact with various internal groups to assist with client requests, inquiries, and issues. This role provides an exciting opportunity to manage a team and contribute to global projects and local initiatives, while ensuring accurate and timely completion of operational procedures.

Job Responsibilities

  • Manage a team with a minimum size of 5-7 members.
  • Ensure accurate and timely completion of operational procedures.
  • Understand, follow, and demonstrate compliance with all Risk and Control regulations.
  • Allocate and monitor work effectively.
  • Manage escalation processes efficiently.
  • Actively involve yourself in and contribute to Global Projects and Local Initiatives.
  • Assist in ensuring a competitive and transparent work culture.
  • Identify, evaluate, and deliver process improvement initiatives.
  • Manage and lead discussions on exceptional cases.

Required qualifications, capabilities, and skills

  • Post Graduate / Graduate
  • At least 6 years of relevant work experience
  • Strong analytical and problem solving skills
  • Escalate potential issues or concerns to management team
  • Highly motivated with ability to work independently and in a team environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
  • Adaptability: effectively organize and prioritize work to meet stringent deadlines.
  • Aid in the development and management of an innovation driven work environment
  • Commitment to quality and control

Preferred qualifications, capabilities, and skills

  • Ability to think creatively and recommend/implement process improvements
  • Strong organizational skills to successfully manage multiple tasks at one time
  • Strong background in use of computer systems (PC and Mainframe)
  • Knowledge of Private Bank products/services preferred
  • Strong knowledge of Microsoft Applications, preferably Excel & Access Database