Client Operations Analyst - Private Banking Account Opening & Maintenance

Client OPS Analyst

If you have an ability to prioritize effectively and multi-task in a fast paced, team-based environment and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team. 

Job Summary

As the team leader in the account opening/maintenance team, you will be responsible for processing opening and maintenance requests across various applications that support Fiduciary, Deposit, Brokerage, Custody, and Investment Management accounts. You will also handle diverse client profile requests, enabling them to conduct business daily. You are expected to work collaboratively within a team environment, supporting various areas within the firm, including Front Office, Finance, Tax, Legal, and other operations teams.

Job Responsibilities

• Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
• Ensure that all requests are completed before cutoff and there is no SLA miss.
• Create subject matter experts in the team.
• Drive projects & initiatives for the team.
• Liaise with onshore partners and investor groups for timely resolution of exceptions/queries.
• Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
• Contribute towards other processes during the cyclical phase of low volumes.

Required qualifications, capabilities and skills

• Bachelor’s Degree in Business Administration or Finance or equivalent work experience of min 5 years
• Ability to prioritize effectively and multi-task in a fast paced, team-based environment  
• Possess strong analytical & problem solving skills 
• Have a detail & control oriented mindset
• Excellent time management and organizational skills  
• Ability to build strong partnerships with key stakeholders, management and colleagues 
• Ability to articulate procedural concepts clearly to varied audiences

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