Position Summary The Account Transitions Team is responsible for the transfer of client assets between the Private Bank and third party financial institutions. The Account Transitions Associate will be responsible for oversight of control activities within the Account Transitions Team and will serve as the primary contact for sensitive and escalated issues. The Associate will need to work quickly and effectively with operations groups, client facing teams and external business partners to achieve rapid resolution on open items while ensuring a positive client experience. The Associate will be required to actively participate in industry-wide working groups to ensure that JPMorgan's Private Bank is keeping pace with industry trends and providing cutting edge client service. In this capacity, the Account Transitions Associate will be tasked with identifying opportunities to improve the end to end transfer process and improving the experience for Private Bank clients by driving strategic enhancements through partnership with operations groups, client facing teams and business management.
Responsibilities
Manage team members responsible for the transfer of client assets.
Identify issues, make recommendations, and implement improvements to the end-to-end transfer processes, enhancing overall client experience
Serve as the primary point of escalation for internal partners, external brokers, banks and investment firms on asset transfer activities
Manage escalated and sensitive client issues, closely partnering with business partners to achieve rapid resolution
Engage with industry working groups to identify upcoming changes (technology or processes) and work with internal Operations and Business leaders to implement enhancements on pace with industry leaders
Participate in business and technology projects impacting the team, which includes UAT and regression testing
Provide reporting on day-to-day activities and project updates to Senior Management
Qualifications
3+ years of relevant experience
Excellent communication skills (verbal and written)
Strong client and control focus
Ability to effectively organize, prioritize and execute multiple tasks simultaneously through collaboration and effective staff management
Working knowledge of the various security types supported by the team: equities, fixed income, mutual funds and alternative investments
Strong analytical and problem solving skills
Ability to develop strong relationships with internal partners and external firms
Ability to make strategic decision/recommendations for process improvements
Resiliency and adaptability to perform in a fast paced environment
Competency in utilizing Microsoft Applications for data analysis and presentation
Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders
Operations Experience (Preferred)
Requirements
Detail Oriented
Client and Control Focus
Strong analytical and problem solving skills
Resiliency and adaptability to perform in a fast paced environment
Ability to effectively organize, prioritize and execute multiple tasks simultaneously through collaboration and effective staff management
Experience in risk management, metrics management, business management or other roles with coordination responsibilities across a diverse set of stakeholders
Excellent communication skills (verbal and written)
Competency in utilizing Microsoft Applications
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
