Job Description

You are a strategic thinker passionate about driving solutions in Trust Onboarding & Client Data Management. You have found the right team.

As Trust Onboarding Specialist Professional within our Wealth Management Trusts & Estates, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

Review account opening forms and supporting documents, updating account/client information, terms, and fees in coordination with the US coverage team
Interpret governing instruments and applicable law to establish account records, including payment and fee schedules
Complete all account opening requirements by following established checklists
Conduct QA/QC checks on new account codings
Validate that appropriate account codings are in place

Required Qualifications, Capabilities And Skills

Hold a Bachelor's degree
Bring 5+ years of financial services experience with exposure to managing client information
Demonstrate technical skills and interest in working with data and systems
Understand how data components work together across processes and systems
Translate information from emails/documents into accurate system data updates
Apply initiative, critical analysis, and sound judgment to problem solving and risk management
Communicate clearly and concisely with strong time management, learning agility, and adaptability
Build strong relationships with colleagues in India and across the Global Trusts & Estates Practice

Preferred Qualifications, Capabilities And Skills

Leverage prior experience working in the Trusts & Estates space

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Trusts & Estates - Associate