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Wealth Management - Client Documentation Specialist

Req #: 170085469
Location: Geneva, GE, CH
Job Category: Operations
Potential Referral Amount: 6000 Swiss Franc (CHF)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.

A Swiss regulated subsidiary of the JPMorgan Chase & Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of asset & wealth management and global custody services, employing more than 1100 people at both its Geneva headquarters and Zurich branch.

Our Team

The Account Creation Team (ACT) was formed to assist Bankers/Portfolio Managers in the aggregation of all documentation required to open a Private Banking account. ACT has set controls with a centralized point of contact for receiving and validating account opening documentation. ACT offers quality and timely service to clients, while acting as a knowledgeable resource in the entire account opening process.  The Account Control Team's functions are to review, validate and authorize account opening documents and the related process.

The Role

  • Documentation tracking and scanning using in house systems
  • Updating client static data on various in house systems
  • Filing/Tracking client files
  • Preparing client letters
  • Dealing with ad-hoc queries relating to systems, documentation and client information
  • Handling Client Website allocation.


  • 2 years of Central File experience
  • Attention to detail, methodical, process driven
  • Team player
  • Numerically proficient
  • Strong Microsoft Word/Excel knowledge

J.P. Morgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.

J.P. Morgan Chase & Co. is an Equal Opportunity Employer.


If you would like to pursue a career with J.P. Morgan Chase & Co.'s Private Bank, please apply online providing a cover letter and CV in English.


Due to restrictions of the Office Cantonal de la Population de Genève, we will only be able to consider applications from applicants with a valid Swiss work permit or holding a Swiss or European nationality.

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