jpmorgan-chase-%26-co. - Mumbai, Maharashtra, India | 2024-07-31 16:26:09

Job Description

 

You will work as part of an Account Opening and Account Maintenance team. Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who has some experience in the financial markets/Client On-boarding.  

 

Job Responsibilities

 

• Open accounts for new and existing clients
• Undertake updates to account in a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy & Procedures
• Process client instructions to update authorities / limits / powers / contacts etc
• Process tax documents like FATCA / CRS / W8 / W9
• Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with teams responsible for completing sub-activities across the process
• Communicates in a clear transparent way and articulates on-boarding requirements and time commitments to the client / sales support teams
• Set and manage the priority of all requests through ongoing engagement with business , whilst proactively managing the pipeline throughout all stages of the process
• Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements 
• Identify red flag / dot situations and escalate in line with policy and procedures
• Ensure MI  is updated on real time basis so as to reflect the accurate status
• Ensuring appropriate and confidential handling / sharing of sensitive client data
• Contribute ideas and participate in efforts to drive continuous improvement to enhance service delivery

 

Required Qualifications, Skills and Capabilities: 

• Minimum experience of 6 with relevant experience in Client Onboarding
• Strong understanding of account opening and maintenance
• Preferably knowledge of Private Banking industry
• Strong interpersonal, analytical, problem solving, negotiating, influencing, facilitation, organizational, prioritization, decision-making , and conflict resolution skills

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