Cbco-onboarding-associate
1 week ago
CBISO DMT
J.P.
Morgan is a leading global financial services firm, established over 200 years ago:
- We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
- We have assets of $2.6 trillion and operations worldwide
- We operate in more than 100 markets.
- We have more than 243,000 employees globally.
Morgan's Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.
Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.
Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors.
India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses.
Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm's operations regionally and globally.
The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion.
The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
The Commercial Banking Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents.
The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.
Responsibilities:
- People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.
- Maintain effective and standard operational processes
- Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
- Manage relationship with internal clients, anticipate needs, take feedback, run conference calls.
- Act as a point of contact for escalations and high priority requests from internal clients.
- Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters.
- Take responsibility for the quality of work submitted and ensure that the highest standards are maintained.
- Identify/ manage risk and control breakdowns.
- Manage the performance management cycle
- Objective setting, development and career planning, performance appraisal and reward & recognition.
- Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions.
- Improve the departmental competency rating via use of staff training and the skills matrix.
- Develop and maintain written procedures and training materials as necessary.
Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system
:
- Ownership of internal communication and status updates
- Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
- Demonstrate creative problem solving and solid judgment/decision making
- Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
- Diligent awareness of risks in our processes in a timely manner
- Ownership, escalation and resolution of risk issues when they occur in a timely manner
- Manage activities through heavy phone work with clients and business partners
- Recording your observations & escalate wherever necessary
- Identifying items which needs Remediation & Amendments.
- Identifying gaps/exceptions and recommending possible solutions.
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