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JPMorgan Trading services Associate 
India 
671083130

Yesterday

Key Responsibilities:

  • Assist in establishing and supporting a new team of account closure specialists, providing guidance to ensure high performance.
  • Support the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
  • Address complex customer inquiries and issues related to account closures, ensuring a positive customer experience.
  • Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
  • Assist in tracking and reporting on key performance indicators (KPIs) related to account closures, using data to drive improvements in processes and customer satisfaction.
  • Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
  • Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.

Required qualifications, capabilities and skills:

  • Bachelor’s degree in Business Administration, Finance, or a related field.
  • Proven experience in account management, asset lifecycle, and customer satisfaction.
  • Strong organizational skills and attention to detail.
  • 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, capabilities and skills:

  • At least 8-10 years’ experience in the financial services industry.
  • Knowledge of regulatory requirements related to account closures.
  • Experience in project management and implementation.