Client Data Specialist

Job Description

Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service.

Job Summary

As a Client Data Specialist within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience.

Job Responsibilities

• Perform day to day management of a team including coaching and providing ongoing performance feedback.
• Track performance of individual team members over time to evaluate performance, learning and capability.
• Effectively address any service issues that might be escalated by either internal or external customers.
• Act independently and move forward without clear instruction or close supervision.
• Make decisions that are effective and well-grounded based on data, insight, and experience.
• Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
• Organize workflow and distribute work appropriately.
• Support all aspects of client onboarding to include the fulfillment of AML and KYC requirement.
  
  

Required Qualifications, Capabilities, And Skills

• Demonstrated ability to develop, manage, coach, and motivate teams.
• Must be flexible and adaptable to manage interim projects and processes based on the business requirements.
• Knowledge of banking products.
• Proven leader of process and organizational change.
• Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing.
• Strong communication and presentation skills.
  
  

Preferred Qualifications, Capabilities, And Skills

• Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage.
• Competent in mainframe and PC based systems, with a strong proficiency in MS Office.
  
  

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.