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JPMorgan Client Operations Analyst 
India, Maharashtra, Mumbai 
488339313

23.11.2024

As a Client Operations Analyst in the account opening/maintenance team, you will be responsible for processing opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/KYC space, this role provides an excellent opportunity for you.

Job Responsibilities

  • Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
  • Ensure that all requests are completed before cutoff and there is no SLA miss.
  • Create subject matter experts in the team through training & mentoring.
  • Drive projects & initiatives for the team.
  • Liaise with onshore partners and investor groups for timely resolution of exceptions/queries.
  • Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
  • Contribute towards other processes during the cyclical phase of low volumes.
  • Ensure adherence to all service level commitments, process controls, and escalation policies
  • Question the status quo and suggest/bring changes.

Required qualifications, capabilities and skills

  • Bachelor’s Degree in Business Administration or Finance or equivalent work experience of min 5 years
  • Ability to prioritize effectively and multi-task in a fast paced, team-based environment
  • Possess strong analytical & problem solving skills
  • Have a detail & control oriented mindset
  • Excellent time management and organizational skills
  • Ability to build strong partnerships with key stakeholders, management and colleagues
  • Ability to articulate procedural concepts clearly to varied audiences