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