HomeData Science JobsJPMorgan Chase Bank, N.A. | Hiring | AWM-WM Operations-Asset Specialist-Operations Analyst |...

JPMorgan Chase Bank, N.A. | Hiring | AWM-WM Operations-Asset Specialist-Operations Analyst | BigDataKB.com | 2022-09-09

Job Location: Mumbai

Wealth Management, IPB Fees – OA

Roles & Responsibilities:
The IPB Fees Team is responsible for:

  • Set up of new Fee Schedules
  • Billing of fees
  • Re-pricing of existing Fee schedules
  • Account closures and Waivers
  • Running Control Reports
  • Maintaining fee documents
  • Producing MIS and trend analysis
  • Answering Front-Office queries across EMEA and Asia in a timely and accurate manner
  • Testing effort during projects

As an Operations Analyst, your role will be:

  • Understand process end to end as well as fee policies
  • Process BAU Volumes including Fee Set-ups & Closures
  • Run Control Reports as defined by the Process
  • Ensure Daily Checklists are followed & Signed
  • Ensure daily tasks are completed within SLA
  • Ensure relevant and adequate controls are in place and followed
  • Support the Front-Office with their queries
  • Question existing process and find more efficient solutions
  • Perform UAT testing
  • Escalate any issues immediately as per Escalation Matrix

Essential Skills & Experience

  • MBA / College Degree
  • At least 2 years of experience in Accounting / Banking / Cash Product / Securities / Processing
  • Able to work under pressure and prioritize tasks
  • Focus on quality and controlled environment
  • Attention to detail, methodic, accurate
  • A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
  • Client oriented mindset
  • Excellent written & spoken English communication skills

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.

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