JPMorganChase Logo

JPMorganChase

Client Data Manager

Posted Yesterday
Be an Early Applicant
Hybrid
Bengaluru, Karnataka
Senior level
Hybrid
Bengaluru, Karnataka
Senior level
As a Client Data Manager, you will lead KYC documentation, manage relationships, drive process improvements, and ensure compliance within financial services.
The summary above was generated by AI

Job Description
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.
Job Summary:
As a Client Data Manager within JPMorgan Chase, you will be a key player in maintaining the company's robustness and resilience. Your role will be pivotal in promoting responsible growth of the firm, as you foresee new and upcoming risks and utilize your expert judgement to address real-world issues affecting our company, customers, and communities. You will be immersed in a culture that encourages innovative thinking, challenges the norm, and strives for top-tier performance.
Job Responsibilities

  • Understand and implement KYC standards, guidelines, policies, and procedures. Be a KYC expert in the Corporate and Investment banking domain to conduct end-to-end KYC.
  • Understand the firm's KYC requirements when completing documentation inclusive of Customer Identification Program (CIP), Minimum Due Diligence (MDD), Enhanced Due Diligence (EDD), Local Due Diligence (LDD), Specialized Due Diligence (SpDD), and Product Due Diligence requirements (PDD).
  • Partner with Compliance, Screening, DDR, and AAR teams to resolve KYC exceptions and obtain approvals where necessary.
  • Engage with stakeholders including Middle Office and onshore makers to track exceptions and KYC completion. Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality).
  • Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
  • Drive process improvements and implement process changes as necessary.


Required Qualifications, Capabilities, and skills

  • Bachelor's Degree or Graduate Degree
  • Minimum 6 years' experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance and KYC.
  • Computer skills: Lotus Notes and Microsoft Office Suite including Excel, Word, and PowerPoint
  • Outstanding client management, partnership building, leadership, and direct experience of dealing with stakeholders using Effective communication, organisation, prioritization and interpersonal skills
  • Ability to identify risks, issues and successfully navigate through to completion
  • Self-reliance and willingness to \"own\" complications and creatively find solutions
  • Foster and champion High Performance Culture where people are empowered to make decisions that affect their work/environment


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.

Top Skills

Excel
Lotus Notes
Microsoft Office Suite
PowerPoint
Word

Similar Jobs at JPMorganChase

Yesterday
Hybrid
Bengaluru, Karnataka, IND
Senior level
Senior level
Financial Services
The Client Data Manager leads the team, manages client relationships, ensures compliance with KYC standards, and drives process improvements.
Top Skills: ExcelLotus NotesMicrosoft Office SuitePowerPointWord
3 Days Ago
Hybrid
Bengaluru, Karnataka, IND
Expert/Leader
Expert/Leader
Financial Services
The Client Data Manager role focuses on managing client relationships, overseeing team performance, and ensuring compliance with KYC standards while driving process improvements.
Top Skills: ExcelLotus NotesMicrosoft Office SuitePowerPointWord
5 Days Ago
Hybrid
Bengaluru, Karnataka, IND
Expert/Leader
Expert/Leader
Financial Services
The role involves managing KYC standards, handling confidential client data, and engaging with the Middle office on KYC/AML interactions to ensure compliance with quality standards.
Top Skills: AmlCustomer Identification ProgramEnhanced Due DiligenceKycLocal Due DiligenceMinimum Due DiligenceProduct Due DiligenceSpecialized Due Diligence

What you need to know about the Pune Tech Scene

Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account