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JPMorgan Client Operations_Team Leader 
India, Maharashtra, Mumbai 
624461042

14.09.2024

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 exceptions arising as Process flow through multiple control checks
  • 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
  • Timely and accurate execution and verification of all instructions received from internal partners and global teams
  • Process and assure completeness of all requests
  • Respond promptly and accurately to Front Office requests
  • Produce high quality performance and accuracy to best meet our client's needs and expectations
  • Ensure adherence to all service level commitments, process controls, and escalation policies
  • Work closely with teammates to maximize efficiency
  • Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth management to deliver sound recommendations for process improvement

Required Qualifications, skills and capabilities:

  • 4 – 6 years of operations experience with 1 -2 years in client operations
  • Familiarity with Account opening and KYC documentation is an added advantage.
  • Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
  • Assume ownership and responsibility to accomplish goals
  • Strong intellectual capacity for process improvements
  • Absolute discretion when dealing with confidential matters
  • Detail-oriented and results-focused
  • Excellent interpersonal skills, both written and oral
  • Exceptional follow-up and follow-through skills
  • Able to work under minimal supervision; adaptable to work in demanding environment

Identify critical requirements and potential gaps by understanding complex and interdependent processes