Client Data Analyst

7 days ago

bangalore, 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

As a client account analyst you will be responsible for validating client agreements and related documentation for Collateral Accounts Onboarding. Partnering with the Service delivery team for required Client information. Leading team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records.. Partnering with team-members and managers to communicate areas of concern, escalate areas where training is needed, and will participate in process improvement projects in response to testing results.

Job Responsibilities

Financial services industry knowledge with Client account setups and support operations. Strong understanding of accounting and finance concepts. Analytical mindset with the ability to probe sensitive issues while maintaining the highest levels of integrity and objectivity. Strong oral and written communication skills. Demonstrated decision-making skills; accurate and attentive to detail. Ability to organize and prioritize work; handle multiple tasks concurrently. Productivity and flexibility through shifting priorities and deadlines.

Required Qualifications, Skills and Capabilities

/MBA with minimum 5years of financial services, Demonstrate skill to understand the Standing settlement Instruction. Strong communication skills. Intermediate use of Microsoft Word, Excel, outlook.  Familiarity with OPICS, CCMS, AMS, One Margin. Understanding of the Collateral products is a strong Positive. Knowledge about Alteryx, Xceptor, tableau, Visio, PowerPoint.

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