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Wealth Management, Client Account Documentation, Associate

Req #: 170115050
Location: Newark, DE, US
Job Category: Operations
Potential Referral Amount: US Dollar (USD)
The Client and Account Documentation Team is comprised of highly dedicated individuals who are responsible for delivering all maintenance services that involve documentation, and for engaging the participation of product specialists and operations support teams as needed. Client and Account Documentation team is the initial point of contact for clients wishing to make legal changes to existing accounts within JPMorgan Private Bank.  The teams interact with a variety of internal groups including, but not limited to the Client Onboarding Team (COB), SDI Middle Office, Client Services, Fiduciary and Technology Support in an effort to match client’s investing experience and objectives with the many investing opportunities available within the firm.
 
Responsibilities
  • ensuring that SLAs and deadlines are being met
  • maintain data integrity at a consistently high level
  • assist with day to day production as needed and necessary for the success of the team
  • serve as the subject matter expert on cross-functional business initiatives and projects
  • develop and maintain strong relationships with internal clients and operational groups
  • implement process improvements and manage change
  • lead team through investigations and problem solving to ensure timely resolution, escalating issues to management as appropriate
 
 
  
  • Strong analytical and problem solving skills
  • Detail oriented and ability to prioritize multiple projects and/or tasks
  • Ability to manage and communicate with an onshore and offshore team
  • Excellent written and verbal communication skills
  • Outstanding time management and prioritization techniques
  • Ability to quickly learn new functions
  • Required PC skills include strong knowledge of Microsoft Suite of applications. 
  • Ability to work in both a team and individual environment
  • Ability to assess business risks and ensure that adequate controls are in place 
  • FINRA Series 99 required by 120 days of hired.
  • Ability to develop strong relationships; gain the confidence of clients and integrated team as well as team members.
  • Ability to adapt to a rapidly changing business and technology environment and to utilize the tools which are currently available to service clients efficiently
  • Ability to take the lead in unstructured situations and ensure an optimal client experience
  • Ability to assess and escalate sensitive client issues, preform root cause analysis and develop tactical and strategic preventive measures
  • Bilingual (Spanish) desired but not mandatory.
  • Bachelor's degree or equivalent experience
  • 3-5 years of financial industry experience is a plus
  • 3-5 years of management

 

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