JPMorgan Client Data Associate 

India, Karnataka, Bengaluru 

941617763

Job Summary

As a Client Account Services - Client Data Associate I in the Collateral Client Onboarding team, you will be responsible for validating client agreements and related documentation for Collateral Accounts Onboarding. You will partner with the Service delivery team for required Client information and lead a team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records. You will also communicate areas of concern, escalate areas where training is needed, and participate in process improvement projects in response to testing results.

Job Responsibilities

• Demonstrate analytical mindset with the ability to probe sensitive issues while maintaining the highest levels of integrity and objectivity.
• Demonstrated decision-making skills; accurate and attentive to detail.
• Familiarity with Opics, CCMS, AMS, One Margin.
• Validating client agreements and related documentation for Collateral Accounts Onboarding.
• Partnering with the Service delivery team for required Client information.
• Leading team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records.
• Partnering with team-members and managers to communicate areas of concern, escalate areas where training is needed, and will participate in process improvement projects in response to testing results

Required qualifications, skills and capabilities

• B.com/MBA with minimum 5years of financial services,
• Intermediate use of Microsoft Word, Excel, outlook.
• knowledge about Alteryx, Xceptor, tableau, Visio, PowerPoint.

Preferred qualification, skills and capabilities

• Collateral and custody account setup, compliance, or equivalent experience is preferred.