Client Reporting Analyst

2 weeks ago

Mumbai, India JPMorgan Chase & Co. Full time
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.
Job Summary:
The Client Reporting (CR) teams are comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. The teams in Client Reporting are comprised of: Statements (Quality & Corrections), Factsheet Oversight, Checkbook and Audit Confirmations. The team interacts with a variety of internal groups including, but not limited to, the Client Onboarding, Investors, Bankers, Middle Office, Client Services and Fiduciary in an effort to assist with client requests, inquiries and/or issues. This primary responsibility of this role will be supporting Audit Confirmations team.
Job Responsibilities:
Coordinate with third party vendors for production of monthly and quarterly performance reports, as well as facilitate distribution of reports to clients
Liaise with internal stakeholders in order to investigate and resolve issues that may occur throughout BAU production of fact sheets
Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
Assist with additional Client Reporting tasks including: Testing, Quality and Control checks, RCSAs ad hoc request, etc.
Prepare, review and revise Standard Operating Procedures as needed and recommend improvements to remediate risks and enhance controls
Anticipate challenges and implement solutions to ensure a positive client experience
Manage operations with minimal or no supervision.
Ensure accurate and timely completion of operational procedures.
Understand, follow and demonstrate compliance with all Risk and Control regulations.
Identify, evaluate and deliver process improvement initiatives.
Ensure that documentation is maintained up to date.
Monitoring and chasing queries to ensure timely completion based on deadlines/urgency/escalations.
Taking process trainings for new joiners.
Required qualifications, capabilities and skills:
Strong analytical and problem solving skills
Excellent team player
Escalate potential issues or concerns to management team
Strong client focus
Outstanding attention to detail
Highly motivated with ability to work independently and in a team environment
Excellent verbal and written communication skills
Ability to develop & maintain relationships with business partners
Commitment to quality and control
Ability to think creatively and recommend/implement process improvements
Strong organizational skills to successfully manage multiple tasks at one time
Strong background in use of computer systems (PC and Mainframe)

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