As a Reference Data Specialist IV, you will manage client account onboarding and maintenance, ensuring accuracy and compliance across data and processes while supporting regulatory initiatives and stakeholder collaboration.
Job Description
Join a dynamic team within Banking Operations, supporting client account onboarding, maintenance, and regulatory remediation initiatives.
Job Summary
As an Analyst in Client Account Services within Banking Operations, you will play a key role in account onboarding and maintenance, working with client and account data across various products and remediation projects. You will ensure the accuracy and compliance of account data, review systems of record, and contribute to regulatory and control-driven initiatives. Your work will support the broader team by providing updates, maintaining product knowledge, and applying a control-focused approach to all activities.
Job Responsibilities
Required Qualifications, Skills and Capabilities
Preferred Qualifications, Skills and Capabilities
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.
Join a dynamic team within Banking Operations, supporting client account onboarding, maintenance, and regulatory remediation initiatives.
Job Summary
As an Analyst in Client Account Services within Banking Operations, you will play a key role in account onboarding and maintenance, working with client and account data across various products and remediation projects. You will ensure the accuracy and compliance of account data, review systems of record, and contribute to regulatory and control-driven initiatives. Your work will support the broader team by providing updates, maintaining product knowledge, and applying a control-focused approach to all activities.
Job Responsibilities
- Execute account onboarding and maintenance activities with precision and timeliness.
- Act with urgency and demonstrate strong attention to detail in all tasks.
- Drive for results by maintaining personal accountability and meeting commitments.
- Escalate issues promptly, focusing on effective resolution and risk mitigation.
- Prioritize and sequence work thoughtfully, considering time and resource impacts.
- Respond and remain accessible to both internal and external stakeholders.
- Collaborate with colleagues to ensure client needs are anticipated and exceeded.
Required Qualifications, Skills and Capabilities
- Bachelor's degree in a related field.
- Operational business knowledge of processes, data, and technology platforms.
- Ability to solve basic problems and apply knowledge of role-related risks.
- Strong communication skills with the ability to frame persuasive work product communications.
Preferred Qualifications, Skills and Capabilities
- Experience in account data management or client onboarding within financial services.
- Familiarity with regulatory requirements and remediation projects.
- Demonstrated ability to proactively seek advice and effectively prioritize work.
- Knowledge of the Firm's HR practices and policies. d analytical 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.
Top Skills
Data Management
Financial Services
Regulatory Compliance
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