Data Operation Associate

You are a strategic thinker passionate about driving solutions in Client Service. You have found the right team.

As a Client Service Associate within our Banking OPS team, you will open and maintain Account Reference Data for JPMorgan’s clients, leveraging payment products. You will set up clients with ACH Transaction Blocking and Co ID creation and maintenance services. You will also manage access entitlements for new profiles, products/accounts, and tokens for Treasury Service Clients on JPM Access. This role offers the opportunity to engage in data analysis and remediation through strategic uplift and digital solutions, while managing multiple client relationships to support the use of our complex payments products and services.

Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex Payments products and services.

Job Responsibilities

• Ensure all transactions are correctly processed, assigned, and highlight risks or incorrect downstream impacts promptly.
• Complete all tasks according to agreed timelines.
• Prioritize workloads and meet critical deadlines, demonstrating strong risk and control awareness.
• Apply operational subject matter expertise in client onboarding, asset services, client services, payment services, and reconciliation.
• Partner with Sales, Product, Client Service, Operations, and other internal teams to deliver successful projects and enhance client experience.
• Document procedures and process flows, and perform routine reviews for timely and accurate updates.
• Review and interpret client-executed documentation, acting as the point of contact for account opening status and reporting issues.
• Respond promptly and accurately to requests and inquiries from the Front Office and Client Service group.
• Liaise with onshore partners and client services groups to resolve exceptions and queries efficiently.
• Think creatively to recommend and implement process improvements.
• Foster a culture of continuous improvement by analyzing processes and identifying opportunities for automation or tactical solutions.

Required qualifications, capabilities, and skills

• Strong Customer-facing / relationship management experience in similar area
• Excellent verbal and written communication skills, including executive communication skills.
• Ability to develop and mobilize internal network, key stakeholders, and associated resources.
• Keen interest in the Banking digital technology transformation agenda
• Strong problem-solving, control, and project management skill
• Strong organizational skills: ability to manage multiple priorities whilst meeting deadlines.
• Ability to work effectively under pressure.
• Ability to work without direct supervision.
• Attention to details and sense of ownership.
• Effective issue resolution and escalation skills

Preferred qualifications, capabilities, and skills

• Comprehensive knowledge of Treasury Services and/or Custom Card products
• Bachelors Degree or Business Administration Degree
• Passion for learning new operating models, technologies, and industry trend.
• Experience in client onboarding, account opening, documentation analysis or related field.
• Accelerated skills in Microsoft Office, particularly advanced Excel proficiency preferred.
• Experience on continuous improvement initiatives on operational efficiency
• Knowledge with tech tools like Alteryx, Tableau, Xceptor is preferred.