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Finance & Business Management, Business Support Associate, CB Client Data Management

Req #: 180004909
Location: Dallas, TX, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

The CB Client Data Management team within CB Business Management is responsible for the end-to-end ownership of sales and client data as well as related processes. CB Client Data Management is seeking a Project Manager Associate to support the execution of key strategic and tactical initiatives related to sales and client data management. The Project Manager Associate will play a key role in the development and implementation of CB Business Management’s sales and client data management strategy.

Key Responsibilities Include:
  • Monitor production activities/processes to ensure timely and effective reporting, tracking, follow-up and communication to internal clients, technical resources and executives
  • Support development of business requirements for key technology/tools (i.e., Client Central, Client Transfer Facility) and assist with testing, implementation, and ongoing communication to business
  • Drive client data remediation efforts by assisting with prioritization, tracking, and resolution of data quality issues
  • Develop metrics and reporting to provide transparency into CB client data quality and client transfers
  • Assist in development of CB Client Data Management training program for both onshore and offshore data management resources
  • Prepare presentation materials for CDM (e.g., project/roadshow decks, materials for senior management, training materials)
  • Draft communications for CDM (e.g., pilot/roll-out, Technology enhancements)
  • Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions


  • Independent and self-motivated with a service-oriented mindset, but also a team player capable of working collaboratively and developing strong partnerships
  • Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced environment while remaining calm under pressure
  • Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner
  • Outstanding time management, organization, influencing, and follow-up skills
  • Working knowledge of project management processes
  • Excellent verbal, written and presentation skills with attention to detail
  • Intellectually curious with a genuine interest in knowledge gathering and problem solving
  • Able to quickly and effectively respond to rapidly changing business needs and urgent requests
  • Proactively seeks guidance, clarification, and feedback from others
  • Minimum 3 years of work experience; knowledge of Commercial or Investment Banking is a plus
  • Expertise with Commercial Banking client reference and sales data is a plus
  • Expertise with Excel, PowerPoint(PitchPro), Project, and Visio is a plus
  • Expertise with internal J.P. Morgan systems (e.g. Client Central, Customer Assist, iCRD, Service and credit platforms) is a plus
  • BA/BS degree is preferred
  • Location: Dallas, Phoenix, or Chicago
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