Client Reporting - Operations Analyst

About this job role

The Client Reporting (CR) team is comprised of highly dedicated and client experience-focused individuals who are responsible for all aspects of the client reporting for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. The teams in Client Reporting are comprised of: Statements (Quality & Corrections), Checkbook Processing, Factsheet Oversight, and Audit Confirmations. The team interacts with a variety of internal groups including, but not limited to, Client Onboarding, Investors, Bankers, Middle Office, Client Services, and Fiduciary to assist with client requests, inquiries, and/or issues.

The Check-book (Cheque book) Processing team processes check-book requests for the clients as per instructions received from the front office.

Qualifications

• Graduates/Post Graduates.
• Strong analytical and problem-solving skills
• Excellent team player
• Escalate potential issues or concerns to the management team
• Candidate should possess basic knowledge on different product types such as LLC, Foundation and Trust, etc.
• Highly motivated with the ability to work independently and in a team environment
• Excellent verbal and written communication skills
• Ability to develop & maintain relationships with business partners
• Commitment to quality and control
• Ability to think creatively and recommend/implement process improvements
• Strong organizational skills to successfully manage multiple tasks at one time
• Knowledge of Private Bank products/services 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 based on 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. By applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.