Project Management
3 weeks ago
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As a Project Management professional in our Consumer & Community Banking, you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:
Managing Account controls process in terms of reassigning ineligible managed accounts, tracking & fixing incorrect transitions of rep code account. Owning and managing the Rep Reassignment mailbox which has requests from the branch based advisors to migrate clients to JPMID and migrate accounts back to advisors; this entails reviewing , approving, and processing requests to move accounts Organize monthly mailing list for all the clients migrated from the sub lines of business Coordinate with various team leaders to ensure BAU team changes are properly tracked and are sent to operations and technology teams to further update client reporting Support the specialized teams within the business (Centralized Resolution Team and Liaison teams) with reporting by assigning new restriction leads for the CRT team and tracking the production of the CRT and Liaison teams. Partner with the finance and workforce planning team to generate various reports like Daily Migration calling data, Weekly WAR report, JPMID Total Volume report, Net New Money Inflow/Outflows report, etc. Participate in maintaining a sound control environment by engaging with team leaders on key control metrics and reports to remediate gapsRequired qualifications, capabilities, and skills:
Excellent excel skills with strong ability to interpret data Understanding of advisor, banker and wealth management core functions Strong ability to communicate with the global stakeholder at senior levels for escalation resolution and reporting requirements Strong ability to perform various task based reports and activities for controls process to support audit, internal assessments, exams and controls related programs Independently lead and drive initiatives to completion and manage risks/issues with multiple sub tasks for national branch Excellent organizational skills, time management skills, sharp analytical and problem-solving skills Attention to detail and ability to work independentlyPreferred qualifications, capabilities, and skills:
Strong interpersonal and relationship building skills Demonstrate problem solving and decision-making skills Ability to perform in a fast-paced environment with tight deadline-
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