Client Data
JPMorgan Chase · Posted Nov 5
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Operations team supports client onboarding and data management, ensuring the firm meets regulatory standards while delivering a strong client experience. The role sits within financial services data operations, working with digital platforms and analytical tools to manage KYC and AML compliance. As a Client Data Associate I, you will verify client information, resolve service issues, collaborate with cross-functional stakeholders, and drive process improvements.
What you will do
- Manage and verify client data, ensuring accuracy, completeness, and compliance with KYC and AML standards.
- Support seamless client onboarding processes, proactively resolving service issues to deliver outstanding client experiences.
- Collaborate with cross-functional teams and stakeholders to track exceptions, facilitate discussions, and achieve timely completion of KYC processes.
- Utilize digital platforms and analytical tools to process, analyze, and enhance client data management across products and platforms.
- Identify and implement process improvements to drive operational efficiency and support continuous improvement initiatives.
Skills used in this role
What the employer is looking for
- Demonstrated ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Advanced analytical and research skills, with proficiency in digital tools and Microsoft Office Suite for data management and reporting.
- Strong communication, problem-solving, and stakeholder management abilities, with a client-focused approach.
- In-depth knowledge of KYC/AML policies and experience supporting regulatory compliance and client onboarding.
- Proven track record of driving operational efficiency and contributing to process improvement initiatives.
Preferred qualifications
- Experience in AML, Compliance, Fraud, KYC, or Operational Risk within financial services.
- Ability to drive data-driven initiatives and foster collaboration among stakeholders, utilizing influence and project management skills.
- Expertise in leveraging AI, machine learning, and process automation to enhance data analysis and streamline workflows.
- Strong adaptability and resilience in dynamic, high-pressure environments, with interpersonal skills to motivate teams and negotiate effective solutions.
- Advanced proficiency in developing quantitative reports and actionable insights to support strategic decision-making and continuous improvement.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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