The analyst will be based in Mexico City and his/her job will involve management of Client Services group
Liaise with clients to obtain documentation related to client on boarding
Creation of Physical files for clients
Point of contact for New Standards effort for IB Clients
Set-up of client reference data on transactional systems
Client’s firm validation
Perform contracts for Brokerage Investments and Repo's based in a framework to send it to the client.
Perform screenings of client, legal representative, authorized third parties, etc
Perform screenings of manual payments
Participate in all calls and meetings
Maintains issues logs and prepare standard monthly reporting
Uses thorough product knowledge to resolve unique or challenging issues on an individual needs basis
Weekly generation of Client Services metrics
Participation in UAT’s related with Reference Data Systems
Willing to learn and capable of working under pressure as well as proactive approach to resolution
Able to interact with different teams
Provide solutions and alternative to the difficulties presented during the projects.
Excellent attitude and team player skills
Careers under scope: Business, finance, Economics or industrial engineer
Ability to display a sense of urgency as needed to ensure requests are completed within expected timeframes/SLA
Knowledge of Mexican AML regulation for Banks and Brokerage House
Detail and control oriented
Excellent communications skills
Ability to take initiative
Ideal candidate will have 2-3 years of experience of client service and /or operations background or the equivalent work experience, preferably in the banking or financial service industry
Well understanding of systems flow.
Knowledge of financial exposure and operational risk related to transactions associated with bank products and services
Attentiveness to detail
Independent problem solving skills
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Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for employment opportunities.
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JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.