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Job Description You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Project Management Associate within the national branch team, you will coordinate the escheatment process outreach, manage cases for terminated advisors, handle rejected money movements, track and ensure compliance with penny stock procedures, and conduct EVP escalations resolutions. You will also serve as a backup for other critical processes, engaging directly with Advisors and Field Leaders to perform key tasks as part of the national branch book of work. You will work with market directors and regional directors to resolve queries, manage mailboxes, and report critical tasks for control requirements. You will influence partners to promote process improvement and collaborate with global teams to meet reporting and control task requirements. Job Responsibilities Perform key tasks assigned as part of national branch book of work Work with market directors and regional directors to resolve queries Ensure mailbox management and reporting of critical tasks for control requirements Influence internal and external partners and promote process improvement Collaborate with global teams and SME's to ensure adhoc requirements are met for reporting requirements and control task Update accounts to add or remove assigned restriction code Perform other need based remediation, reporting, reconciliation activities which support the field leaders Required Qualifications, Capabilities, And Skills Minimum 5 years’ experience with transaction processing, query resolution, stakeholder reporting and MIS Customer service experience and strong understanding of operational controls Experience working with multiple global stakeholders in a banking or financial services function Strong problem-solving skills and relationship management skills Strong written and verbal communication skills Hands on experience working with large data Preferred Qualifications, Capabilities, And Skills Bachelor’s degree required, CFA/CMA/CA/MBA (Operations) an advantage Excellent communication (verbal and written) skills Proficiency in Microsoft Office (especially Excel and PowerPoint) Experience in using Data extraction and Data analysis About Us JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. Show more Show less
