Wealth Management, Client Transitions Coordinator at JPMorgan Chase Bank, N.A. in Newark, Delaware

Job Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Team

Private Banking Operations supports JPMorgan Wealth Management, the world's premier service provider for ultra-high-net-worth individuals. Our goal is to help affluent individuals across the globe optimize their wealth, after taxes and across generations. The 400+ members of the Operations teams provide end-to-end support for all aspects of the client banking experience, working closely with sales, service, and product specialty groups.

As part of the Client Information (CI) Team, the GWM Client Transitions Team partners with key stakeholders across the various lines of business to coordinate approvals and execution for line of business transfers while supporting the day to day operations of the business

The Client Information (CI) Team is comprised of highly dedicated individuals who are responsible for all aspects of creating and maintaining client and account level data. The group includes the Account Opening, Account Maintenance, Client Transitions, Client Exits, Headsheets, Reference Data, MOL, Fails Processing teams and Data Management and Remediation Teams. The teams interact with a variety of internal groups including, but not limited to the Client Onboarding Team (COB), SDI Middle Office, Client Services, Fiduciary and Technology Support in an effort to match client's investing experience and objectives with the many investing opportunities available within the firm.

The Role

This role requires the ability to deal with complex business challenges, tight deadlines, and competing priorities. The GWM Client Transfer Coordinator will skillfully communicate with global business managers and use reference data knowledge as well as keen analytical skills to review incoming information and action appropriately. The candidate must develop and implement solutions that strengthen business operation models, enhance the client experience, and improve efficiency and controls.

Responsibilities

• Analyze and interpret daily inquiries related to Line of Business Transfers
• Communicate with global managers to obtain necessary approvals
• Follow up with pending transfers as needed
• Serve as subject matter expert and point of contact for Line of Business Transfers
• Generate and socialize metrics to business partners and Sr. Management
• Proactively identify risks, gaps and opportunities for improvement and take action to mitigate accordingly, adjusting business processes and procedures as needed
• Create and maintain procedure documents to drive a control-centric environment

Experience Required

• Bachelor's Degree in Business Administration or Finance or equivalent work experience
• Project experience preferred

Skills

• Ability to effectively prioritize and multi-task in fast paced, team-based environment
• Strong analytical and problem solving skills
• Detail and control oriented
• Excellent time management and organizational skills
• Ability to build strong partnerships with key stakeholders, management and colleagues
• Enthusiastic, self-motivated, effective under pressure and willing to take personal accountability
• Strong communication skills with the ability to present complex issues to key stakeholders
• Familiarity with WorkHub, Connect, CIS and Party Central preferred

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.

Equal Opportunity Employer/Disability/Veterans

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