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Wealth Management, Account Transition Specialist

Req #: 170116293
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity.
Private Banking (PB) assists high net-worth individuals in managing their wealth by providing them with financial and advisory services to assist in achieving specific goals. PB draws on the expertise of product specialists throughout JPMorgan to coordinate the delivery of various services to our clients so that they complement each other and are presented to the client in an integrated fashion.
The Account Transition team is responsible for handling the internal and external transfers of securities relating to client realignments, client fundings, and client exits.  All product types are serviced by the team including equities, bonds, mutual funds, options, & private investments.  
  • Monitor and communicate key quality metrics including volumes, SLA performance,  exceptions, and aging cases
  • Perform oversight of offshore functions which includes: monitoring performance, implementing new controls & procedures, and integrating efficiency and business projects
  • Review current workflows and procedures, enhance existing documents and propose solutions to drive forward the efficiency of the onshore and offshore teams
  • Coordinate key control business initiatives including RCSA testing & business resiliency
  • Support business and operations projects that impact the team: provide business requirements, develop and implement user testing, document new procedures and train impacted staff members



  • 3+ years of business analysis experience with a proven history of delivering timely, quality reporting
  • Excellent quantitative and data analysis skills with the ability to quickly learn new data sets, processes, & workflows
  • Advanced ability with Microsoft Office tools including Excel, Powerpoint and Visio
  • Ability to work on varied tasks at any given time with the ability to prioritize without significant guidance
  • Excellent communication and interpersonal skills, comfort in working with people at all levels
  • Ability to develop strong relationships with internal clients and service partners
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