Trading Services Analyst - Team Leader

Posted 7 Days Ago
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India
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Trading Services Analyst - Team Leader, you will facilitate the accurate closure of customer accounts for international private bank clients, ensuring compliance with policies, enhancing customer satisfaction, and analyzing closure data for improvements.
Summary Generated by Built In

Job Description
Build your career in Trade Lifecycle while working in the world's most innovative bank which values creativity and excellence
Job Summary:
As a Analyst with IPB closure team you will be responsible for supporting the efficient and accurate closure of customer accounts for our international private bank clients. This role involves assisting in the account closure process, ensuring compliance with company policies, and maintaining high levels of customer satisfaction. The ideal candidate will have strong analytical skills, attention to detail, and a customer-centric approach, with a solid understanding of the account lifecycle.
Key Responsibilities:

  • Process Support: Assist in the account closure process, ensuring it is completed accurately and efficiently, with a thorough understanding of the fees and income processes.
  • Customer Interaction: Address customer inquiries and issues related to account closures, ensuring a positive customer experience.
  • Compliance and Risk Management: Ensure all account closures comply with legal and regulatory standards, identifying and mitigating any potential risks.
  • Data Analysis: Analyze data related to account closures to identify trends and areas for improvement.
  • Continuous Improvement: Identify opportunities for process improvements and support the implementation of changes to enhance efficiency and customer experience.
  • Collaboration: Work closely with other departments, such as Customer Service, Legal, and Finance, to ensure seamless account closure processes.


Qualifications:

  • Bachelor's degree in Business Administration, Finance, or a related field.
  • Experience in account management, asset lifecycle, and customer satisfaction.
  • Strong analytical and organizational skills.
  • Excellent communication and interpersonal skills.
  • Knowledge of account/financial products lifecycle, fees, and income processes.
  • Ability to handle sensitive information with confidentiality.
  • Proficiency in relevant software and tools.


Preferred Qualifications:

  • At least 5-7 years' experience in the financial services industry.
  • Knowledge of regulatory requirements related to account closures.


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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Bengaluru, Karnataka
Hyderabad, Telangana
Mumbai, Maharashtra

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