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Wealth Management - Quality Assurance India - Team Leader

Req #: 170099468
Location: Bangalore East, KA, IN
Job Category: Operations
Potential Referral Amount: 20000 Indian Rupee (INR)

Introduction

 

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

 

Roles & Responsibilities:

 

Job Description:
We are currently seeking a talented and motivated Quality Assurance Specialist to join our Quality Team of PBA Private Bank Operations. The position responsibilities include day-to-day quality assurance review, facilitating cross functional meetings, providing guidance and consultation to data owners, and working collaboratively with stakeholders and management to ensure quality performance is monitored, communicated, and implemented in accordance with firm policies and standard operating procedures.
Essential Duties and Responsibilities include, but are not limited to, the following:
  • Perform quality assurance review of fees
  • Work with members of the Front Office, Business Managers, Client Onboarding, and Fees team on inquiries in relation to the lifecycle of the Fees process
  • Contribute to continuous improvement and development of the quality program
  • Provide general assistance to data owners and approvers
  • Interpret firm policies and compliance requirements for incorporation into company systems/procedures
  • Work with members of the Front Office, Business Managers, Client Onboarding, and Fees team strengthening, updating/creating procedures and setting controls in place
  • Participate as required to meet schedules or resolve problems at peer level
  • Additional responsibilities assigned by management which may include assistance with process transfers, partner communications, maintenance of quality agreements, etc.
  • Document and deliver information regarding Fee set up, calculation, billing, updates, waivers, reversals, and closure
Experience and Required Skills:
  • Knowledge of financial principles and procedures
  • Knowledge on common
  • Attention to detail and diligence
  • Strong interpersonal, written and oral communication skills
  • Self-starter, able to work independently and as part of multicultural teams
  • Proficient in organizing, priority-setting, and issues management
Desirable Qualifications:
  • Experience using the IPB/PBA Fees / or client onboarding tools and applications
  • Experience in any international Fees  would be an asset
  • Bachelor’s degree in a business field or other field with equivalent work experience

 

 

 

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