Client Data Specialist
JPMorgan Chase · Posted Oct 6
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Operations team focuses on data excellence, driving smarter solutions and elevating client service standards through improved data management and verification. The role sits within financial operations, working with client records, AML and regulatory compliance documentation such as Currency Transaction Reports, and digital data platforms. As a Client Data Specialist, you will review and improve data collection and verification processes, respond to operational requests, and collaborate on process improvements before records reach the client-facing team.
What you will do
- Collect, verify, and report client data to ensure records are accurate and compliant with AML and regulatory requirements.
- Prepare and review Currency Transaction Reports (CTR) and other compliance documentation, identifying and escalating potential issues.
- Respond to operational requests, adjustment reports, and partner correspondence with accuracy and timeliness, handling more complex cases as needed.
- Collaborate with team members to support and implement process improvements, sharing insights and best practices.
- Address service issues using advanced problem-solving and communication skills, escalating unresolved or complex matters appropriately.
- Demonstrate adaptability and initiative in managing assigned tasks, interim projects, and evolving business priorities.
Skills used in this role
What the employer is looking for
- Proven ability to adapt to shifting priorities and manage multiple tasks in a dynamic environment.
- Advanced analytical, critical thinking, and problem-solving skills, with attention to detail.
- Effective communication and collaboration abilities across teams and stakeholders.
- Proficiency in MS Office and digital platforms for data management, analysis, and reporting.
- Dependable, proactive, and committed to delivering accurate, timely support and continuous improvement.
Preferred qualifications
- Interest in anti-money laundering, regulatory compliance, fraud prevention, and operational risk.
- Familiarity with mainframe and PC-based systems.
- Enthusiasm for process improvement and innovation.
- Goal-oriented mindset with a focus on operational excellence.
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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