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.
Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end – involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.
The Tax Onboarding team is part of the global Operations team supporting all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML), Know Your Client (KYC), and Account Opening requirements including tax documentation. The Onboarding Tax Team is responsible for the control of client tax documentation and setup as well as the ongoing maintenance of Private Banking Accounts across multiple European platforms and ensuring compliance with local tax and regulatory static data requirements.
The main focus will be on controls in order to ensure that information stored in our systems is accurate and matches client’s documentation received
Reporting and statistics generation
Updating client static data on various in house systems
Perform control checks on clients’ tax setup on the systems
Monitor the different tax reporting datelines
Understanding the clients’ tax documentation
Attending to our internal partners’ queries
JPMorgan offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan is an Equal Opportunity Employer.I/POST"
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JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.