Client Ops Analyst - Team Lead
JP Morgan
You are a strategic thinker passionate about driving solutions. You have found the right team.
As a Client Ops Analyst - Team Lead in the Account Opening and Account Maintenance team, you will be responsible for engaging with stakeholders to promote change and improve customer experience. You will manage and prioritize initiatives, review documentation, verify client data, assist in client servicing activities, and manage new client account opening and account maintenance activities. This role requires a detail-oriented and results-focused team member with excellent interpersonal skills and the ability to work under minimal supervision in a demanding environment.
Job Responsibilities
Connect and engage with stakeholders to drive change and enhance customer experienceBe agile and flexible in multitasking according to business needsManage and prioritize initiatives requested by stakeholdersReview documentation for entities such as corporations, trusts, private holding companies, and individuals in accordance with policy and jurisdiction for all KYC/CDD documents, and raise requests for additional information or documentsVerify client data accuratelyAssist in client servicing activitiesResearch client inquiries and manage follow-up communication effectivelyManage new client account openings and perform account maintenance activities, including client communication, suitability assessments, tax form processing, and KYC maintenanceConduct ad hoc remediation as part of regulatory and business requirementsPersonal Attributes & Requirements
You must hold a bachelor's degree or above You must have at least 3+ years of professional experience Demonstrate excellent stakeholder engagement skills and fluency in EnglishExhibit PowerPoint and Excel expertise and a strong understanding of client management needs and sensitivitiesMaintain absolute discretion when dealing with confidential matters and be detail-oriented and results-focusedDisplay excellent interpersonal skills, both written and oral, with exceptional follow-up and follow-through abilitiesWork under minimal supervision and adapt to demanding environments while coordinating different tasks and performing related follow-up until completionCollaborate effectively, demonstrating partnership and influencing skills with flexibility and adaptabilityImplement and manage day-to-day tasks efficientlyIdentify critical requirements and potential gaps by understanding complex and interdependent processes
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