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Wealth Management - Data Remediation - Team Member

Req #: 170116810
Location: Hyderabad, AP, IN
Job Category: Asset Management
Potential Referral Amount: 5000 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.

 

JOB TITLE

·         Operational Analyst – Band 406

 

 

PURPOSE
*Duplicates are identified based demographic information, including Name, Date of Birth, SSN/TIN and Address
*Remediation team to review client documentation to confirm the ECIs represent the same individual
*Documentation, MOL and additional demographic reviews and updates are completed on the surviving ECI in preparation for the merge
*Reduce the creation of duplicates and improve the ability to identify and remediate more timely as well as capturing the number of requests processed for the MIS/Reporting purposes.

 

* Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types & involve in effective transfer of knowledge

 

KEY PERFORMANCE AREAS AND % TIME

  • Processing & validating client onboarding, account opening & various types of maintenance requests on client accounts for the private banking clients.
  • Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types.
  • Handling all miscellaneous requests related to the process & assist the team with research & investigation as required.
  • Ability to review the SOPs of the process & incorporate the necessary changes/updates as required.  Updation of other process related information (eg. Procedural changes, Errors, MIS reports).  Sharing the updates/changes made effectively with the team.
  • Effective transfer of knowledge & new learnings encountered in the process with the team.
  • Good on MIS & Reporting requirements.
  • 100 % adherence to procedures to ensure that there is not bad client experience.
  • Ensure adherence to operational procedures to complete task in an accurate and timely manner.
  • To provide processing support for effective and efficient process delivery.
  • Maintain optimal Productivity & Accuracy levels as defined for the process.
  • Ensure timely follow-ups on the pending/ageing requests, if any.
  • Ensure that all requests are completed before cutoff and there is no SLA miss.
  • Capture the details of the requests processed on a daily basis for the MIS/Reporting purposes.

 

MINIMUM REQUIREMENTS

 

·         Minimum qualifications Graduate (Bachelor’s Degree in Commerce/other related background) with •    Good Product & Process Knowledge, Ability to perform Research & Investigation, Good Problem Solving & Analytical Skills, MIS & Reporting Skills, Ability to Transfer Knowledge, Identify opportunities for process improvement/improve efficiency.

·         Minimum experience Min 3+ years experience in Financial Services environment

·         Key competencies must indicate competencies essential to do the job:

o    Good end to end knowledge of the process & ability to transfer the knowledge effectively.

o    Good problem solving, analytical & reporting skills.

o    This role requires meticulous attention to detail.

o    Ensure adherence of operational procedures to complete task in an accurate and timely manner.

o    An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential.

    • Flexible to work shifts (primarily NA), overtime and on holidays.
    • Knowledge of MS Word, MS Excel, MS PowerPoint & MS Outlook.

o    Ability to work in a deadline driven environment.

o    A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through.

o    Client focused.

o    Good time management skills

o    Uses initiative & readily questions.

o    Must be very detailed oriented.

o    Excellent written & spoken English communication skills.

o    An appreciation of control and quality issues.

o    Strong team player and has the capacity to build good working relationships with cross functional/geographical teams

    • Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
    • Risk aware & Control orientated.
    • Escalate timely as & when required.

o    Support the team in their mission to provide top quality operations.

o    Document procedures and identify requirements for additional controls.

o    Completion of daily checklist and reporting.

o    Establish excellent relationships with various internal departments and external parties with whom interaction is required.

o    Actively work with the team to resolve exceptions. Prepare case notes and discuss learning's with team.

o    Look for opportunities to improve process efficiency.

 

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