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JPMorgan Account Opening Maintenance_Team Leader 
India, Maharashtra, Mumbai 
467134367

03.08.2024

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