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.
The Onboarding Officer (OO) coordinates the effective completion of each assigned case, and is the single point of contact for Front Office staff where there is a query on status
The Client Onboarding Officer will be part of the global Middle Office Operations team supporting all aspects of client Onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation.
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