Wealth Management US Reconciliation
JPMorgan Chase & Co
Bangalore EastBangalore East, KA, IN
13d ago

Req # : 190029984

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-

asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Individual will be responsible for below

Ensure adherence of operational procedures to complete task in an accurate and timely manner.

Ability to work under pressure and to meet stringent deadlines is essential.

CTQs and benchmarks for the desk are monitored daily.

Query emails from Front Office / Middle Office / Counterparties must be reverted on the same day.

Strong detail and results orientation.

Achieving the daily / weekly and monthly volume targets

Ensuring accuracy on performing BAU related activities / tasks and non disclosure of client information by preserving client confidentiality

Provide solutions and action plans for resolutions of open items.

Track, and analyze outstanding items for pending action.

Detailed and meticulous, high level of accuracy with no tolerance for error.

Minimum Qualifications - Graduate (Bachelor’s Degree in Commerce / other related background)

Minimum Experience - At least 1-3 years of supervisory experience in Accounting / Banking / Cash Product / Securities / Processing experience in financial services environment.

Detail Orientation Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes.

Strong Client Focus.

Analytical - Ready to analyze the process flows and ideate on operational improvements.

Strong team player and must have the capability to build good working relationships with cross functional / geographical teams.

Communication (Spoken Assertiveness & Written) Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries / investigations.

Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization

Control orientated and Risk awareness is essential. Understand Operational Risks to reduce Risk Profile.

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