Team Leader - Client Account Services (Data Operations)

Client Account Services - Data Operations - Team Leader

Join JPMorgan Chase’s Client Account Services team, where precision in client reference data powers flawless trading and settlements. Collaborate across dynamic product areas to maintain 

As an Team Leader in Client Account Services, you will own the timely and accurate setup and maintenance of client and counterparty static data. You will validate requests, maintain SSIs and confirmation recipients, and ensure downstream linkages across core processing platforms. You will partner closely with stakeholders to uphold rigorous controls, remediate data issues, and support exception monitoring and MIS reporting.

Job Responsibilities 

• Authenticate requests and perform due diligence per documented procedures.
• Open customer records across branches and systems, ensuring correct linkages and downstream impact.
• Ensure 100% accuracy in confirmation recipients and SSI maintenance with zero tolerance for client data breaches.
• Present innovative ideas and implement solutions under supervision of managers and stakeholders.
• Partner effectively and work seamlessly in a collaborative manner across teams.
• Support team and peers to achieve shared objectives and goals.
• Maintain account mapping integrity between various systems.
• Analyze data, research discrepancies, and execute remediation based on assignments.
• Follow procedural guidelines consistently and strengthen control adherence.
• Maintain and update Standard Operating Procedures (SOPs) aligned to process changes.
• Maintain MIS reports, track volumes, and monitor productivity accurately.

Required qualifications, capabilities, and skills

• Demonstrate strong adherence to procedures and controls with analytical, risk, and control orientation.
• Communicate frequently and effectively with internal business partners at varying levels of seniority.
• Apply SSI data governance principles to ensure consistency, accuracy, and compliant operations.
• Understand regulatory requirements within the financial services sector and apply them to static data processes.
• Reconcile records and resolve breaks to uphold data integrity across platforms.
• Analyze complex issues and solve problems with structured, data-driven approaches.
• Present information clearly with strong oral and written communication and influencing skills.

Preferred qualifications, capabilities, and skills 

• Leverage FX Markets and Custody & Fund Services product knowledge to anticipate downstream impacts.
• Manage change effectively and adapt within evolving environments and process transformations.
• Operate autonomously as a self-starter with strong time management and prioritization.
• Utilize Alteryx to streamline data preparation, remediation, and reporting workflows.
• Visualize operational metrics and controls using Tableau dashboards for insights and transparency.
• Apply Xceptor to automate and control data ingestion, validation, and exception handling.
• Employ Saphyre to facilitate account onboarding, documentation, and SSI lifecycle management.

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.

Experience Level

Senior Level