Senior Account Specialist - Cash Management and Financial Operations

Account Specialist - Cash Processing

Step into the role of Account Specialist IV and become the key liaison for clients with complex financial products. Deliver exceptional service by analyzing intricate data and resolving non-routine issues with your tech-savvy skills. Drive innovation by challenging the status quo and offering value-added solutions. Contribute to team success through mentorship and effective delegation, while using your strategic thinking to align team efforts with business priorities.

As an Account Specialist IV within JPMorganChase, you will Perform day to day Cash Management. This would involve Cash processing along with Funding (FX management, Liquidity processing & Time deposits). Asist the team with daily deliverables and queries while also being able to pitch in with approvals. Identify the areas of risk and ensure relevant controls are in place. Work with minimal direction/independently, keeping management informed of progress and escalating issues. Able to investigate and resolve issues and ensure deadlines are met in a timely manner.
Job responsibilities 

• Perform day to day Cash Management. This would involve Cash processing along with Funding (FX management, Liquidity processing & Time deposits).
• Asist the team with daily deliverables and queries while also being able to pitch in with approvals.
• Identify the areas of risk and ensure relevant controls are in place.
• Work with minimal direction/independently, keeping management informed of progress and escalating issues.
• Investigate and resolve issues and ensure deadlines are met in a timely manner
• Work with stakeholders in middle office teams and trading desks and ensure that deliverables are completed.
• Identify areas of risk and highlight to management and stakeholders.

Required qualifications, capabilities, and skills 

• Asset management experience ,Any relevant Cash Management experience
• Bachelor’s degree required with Excellent communication and presentations skills across various stakeholders and senior management
• Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
• Excellent analytical and logical thinking to understand and analyze complex business processes
• Strong organizational and prioritization skills, detail oriented, and strong interpersonal skill
• Good knowledge of various financial products.
• Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes.

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