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The Client Data Analyst manages KYC/AML tasks, ensuring compliance through documentation processing, data interpretation, and client relationship management.
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Financial Services
The Client Data Analyst manages KYC standards, maintains client documentation, verifies data, and engages in AML interactions, ensuring compliance and quality.
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Financial Services
As a Client Data Analyst, you will manage KYC/AML compliance, maintain client documentation, analyze data, and ensure quality standards.
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Job Description
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.
Job Summary
Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.
As a Client Data Analyst within our Securities Services sector, you will play a crucial role in managing e-banking access for our client-facing products. You will work closely with both internal and external stakeholders, including Clients and Client Service/Solutions, Middle Office & Help Desk teams. Your role will involve understanding complex client requirements, managing inquiries and controlling access. We believe in delivering best-in-class solutions, and your clear understanding of our business will be key to this. This role provides an excellent opportunity to engage effectively with clients and stakeholders and contribute to our continuous improvement initiatives.
Job Responsibilities
Required qualifications, capabilities and skills
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.
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.
Job Summary
Client Account Services (CAS) is committed to deliver long-term value to our stakeholders by investing in our great and diverse talent, that make it all possible. As a Business Group, it supports Client Onboarding by way of account opening, maintenance, closures, product entitlements & agent accounts supporting multiple businesses including Custody & Fund Services, Prime Brokerage, Banking Operations, Agency Collateral Operations etc.
As a Client Data Analyst within our Securities Services sector, you will play a crucial role in managing e-banking access for our client-facing products. You will work closely with both internal and external stakeholders, including Clients and Client Service/Solutions, Middle Office & Help Desk teams. Your role will involve understanding complex client requirements, managing inquiries and controlling access. We believe in delivering best-in-class solutions, and your clear understanding of our business will be key to this. This role provides an excellent opportunity to engage effectively with clients and stakeholders and contribute to our continuous improvement initiatives.
Job Responsibilities
- Ensure timeliness and accuracy by completing client instructions and queries in strict adherence to SOPs and SLAs.
- Perform validations on client instructions and seamlessly administer client user access to electronic banking products on provisioning applications in a controlled and risk-free manner.
- Be aware of operational risk scenarios associated with the role and develop ideas to mitigate risk.
- Identify and resolve concerns by assisting Clients, Client Service, Middle Office, and Help Desk.
- Anticipate escalation-prone scenarios and manage them proactively.
- Own, promote, and drive continuous improvement initiatives.
Required qualifications, capabilities and skills
- Liaise with clients using strong verbal and written communication skills.
- Demonstrate strong analytical skills and a desire to work in a fast-paced environment with multiple deliverables.
- Collaborate effectively as a team player and maintain self-motivation.
- Work under time-sensitive business deadlines with the ability to work independently.
- Exhibit proven skills in time management and attention to detail.
- Adapt to work in shifts.
- Demonstrate proficiency in the Microsoft Office suite of applications.
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.
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