CIB-Securities Services Operations-Reference Data Associate

Client Account Services - Associate

Business Description

The Client Account Services (CAS) team manages and supports the delivery of a global strategy across Investor Services products for the Client Account Services Model (CIM), Client Documentation, Accounts, and Entitlements. We manage and track in-flight remediation projects, highlight risks/barriers, define project roles, define roles/responsibilities and milestones, manage governance for in flight remediation, and track deliverables to ensure a successful remediation.

Client Account Services is...

• A global business aligned team that is instrumental in putting the client front and center throughout our cohesive and consistent model
• An organization that enables thought leadership and a team who are risk aware, flexible, empowered, and feel accountable to drive best in class service
• Driving to be best in class through transformational change and technology innovation

Overview

The manager will support Client Account Services activities for in-flight documentation remediation projects. The manager will work across several products and remediation projects (i.e. regulatory requirements and control/risk related issues).

The role will involve working with client agreements and related documentation. The responsibilities will include leading a team performing functions across searching, scanning, indexing legal documents to an electronic imaging systems and maintaining client records. The manager will be required to review documents to ensure they satisfactorily meet specific outlined requirements. Additionally, the manager will be expected to contribute to a wider team, provide regular progress updates, maintain an understanding of client documents, approach their work with a control-mindset, and demonstrate an understanding/application of policies and procedures.

Qualifications

• Strong People management skills
• Strong verbal and written communication skills
• Good leadership skills and ability to motivate team
• Strong analytical skills
• Desire to work in a fast-paced environment with multiple deliverables
• Proven skills in time management, organization, and attention to detail
• Proficiency in Microsoft Office suite of applications
• Preferred experienced with client documentation and JPM systems

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.