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JPMorgan Chase Bank
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Reference Data Specialist

Reference Data Specialist

JPMorgan Chase Bank

1 - 6 years

3 - 8 Lacs

bengaluru

Posted:1 day ago| Platform:

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Skills Required

quality standards interpersonal skills wealth management process improvement customer service ms office operations financial services client management downstream

Work Mode

Work from Office

Job Type

Full Time

Job Description

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.

As a Reference Data Analyst within the Reference Data Team, you ensure all client requests for account opening, maintece, and closure are actioned and responded to with utmost care and diligence. You facilitate high-quality and timely completion of all client requests, consistently displaying exceptional client service standards to define, analyze, and resolve inquiries and escalations. You closely manage day-to-day operations, proactively and strategically improving processes to ensure the team meets firm-wide quality standards.

Job Responsibilities

Understand and implement custody initiations, covering global custody and sub-custody account opening and maintece activities.
Articulate the firm s requirements and various s t forms to end clients, guiding them through completion.
Partner with clients, service delivery teams, and downstream teams for seamless completion of assigned tasks.
Exhibit the highest standards of customer service to internal and external customers, maintaining confidentiality at all times.
Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices.
Showcase process improvements and implement necessary process changes to enhance operational efficiency.
Manage day-to-day operations and strategically drive team performance to consistently meet quality standards.

Required qualifications, skills, and capabilities

Bachelor s Degree or Graduate Degree.
1+ years experience in the ficial services industry with a de strated track record of delivery and relevant experience in the custody domain.
Technical proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
Outstanding client management, partnership building, leadership, and direct experience dealing with stakeholders using effective communication, organization, prioritization, and interpersonal skills.

Preferred qualifications, skills, and capabilities

Ability to identify risks and issues and successfully navigate through to completion.
Self-reliance and willingness to own complications and creatively find solutions.
Experience fostering and championing a high-performance culture where people are empowered to make isions that affect their work and environment.
De strated capability in process improvement and change implementation.

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JPMorgan Chase Bank

Financial Services

New York

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Reference Data Specialist