Apply Now    

Wealth Management - Quality Assurance Lead, Fees and Client Onboarding: Private Bank America - VP

Req #: 170111950
Location: Westerville, OH, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
Firm 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.

 

Position Description:

We are currently seeking a talented and motivated Quality Assurance Sr Analyst/Team Lead to join our Quality Team of PBA Private Bank Operations. The position responsibilities include monitoring and performing day-to-day quality assurance reviews, facilitating cross functional calibration 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:

  • Exercise sound and independent judgment, have a willingness to take on projects to meet business goals, and take ownership of tasks with a sense of urgency.
  • Perform quality assurance reviews of client Fees and Client Onboarding functions as defined by the program.  Work with members of the Front Office, Business Managers, Client Onboarding, and Fees team  on inquiries in relation to the lifecycle of the fees and new account processes.
  • 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 Fees and Client Onboarding teams to strengthen, update/create procedures and set 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 Quality Assurance testing results.
  • Bachelor’s degree in a business field or other field with equivalent work experience
  • Knowledge of financial principles and procedures
  • Knowledge on common banking fees and onboarding practices
  • 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
  • Experience using the IPB/PBA Fees / or client onboarding tools and applications
  • Experience in any International Fees would be an asset

 

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

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.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.