Job Description
Step into the role of Account Specialist IV and become the key liaison for clients with complex financial products. Deliver exceptional service by analyzing intricate data and resolving non-routine issues with your tech-savvy skills. Drive innovation by challenging the status quo and offering value-added solutions. Contribute to team success through mentorship and effective delegation, while using your strategic thinking to align team efforts with business priorities.
As an Account Specialist IV within JPMorganChase, you will play a crucial role in upholding the company's strength and resilience. Your contributions will be instrumental in fostering the firm's growth responsibly, as you anticipate new and emerging risks and apply your expert judgement to tackle real-world challenges impacting our company, customers, and communities. You will be part of a culture that promotes innovative thinking, challenges the status quo, and aims for best-in-class performance.
Job Responsibilities
- Adhere to controls and compliance requirements. Report and analyze, handle queries, and manage projects.
- Ensure timely on & off boarding of client and set up of commercial data to bill OTC & FXPB clients.
- Ensure to complete monthly invoice activity to clients within specific business timelines, account the receipts & Report Month end MIS to finance without any GAP's
- Ensure to closely partner with Stake holders like CAM, Client, CSR's, Tech and other internal group for better collaboration and client experience.
- Work/Align the workaround on issues to Fix the root cause & diligently use the escalation metrics on unresolved issues.
- Get familiar quickly with the entire Billing ecosystem in OTC & FXPB space.
- Execute BAU tasks assigned. Lead process improvement and automation.
- Manage assigned tasks independently with little or no supervision.
- Have a control mindset and be alert to issues and risks that impact the process or the organization.
Required Qualifications, Skills And Capabilities
- Graduate with minimum 1 year of experience in back office operations
- Strong analytical & numerical skills for to understand, Fees & commissions in OTC & FXPB space
- Good computer skills ( MS Excel, Word, PPT, Outlook etc)
- Strong knowledge & understanding of the financial services industry, OTC & FXPB products & how the business work.
- Good communication skills, ability to articulate processes, issues to a wide range of stakeholders without ambiguity
- Strong time management and prioritization skills
- Strong Risk & Control Mindset to ensure process, BAU risks are mitigated
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
