Client onboarding associate

3 weeks ago

Bengaluru, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION** Job 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.
- Reporting/MIS
- Project Management.

**Required Qualifications, Skills and Capabilities**:

- Excellent people and resource management skills (e.g. people development, pipeline/skills monitoring, training programs).
- Ability to develop, implement and maintain effective and standard operational processes
- Ability to maintain and improve a strong controlled environment (e.g. necessary controls activities along process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
- Ability to manage relationship with internal clients. Past experience in this area with emphasis on service level deliveries, expectations setting, new products etc. is a must.
- Act as a point of reference for team members and internal clients.
- Ability to monitor and actively prioritize workloads.
- Ability to interpret and analyze system generated reports and other data, co-relate and analyze impact to overall processes and process deliveries and feed results into the decision making process
- Demonstrated problem solving ability through interaction with clients and business partners
- Exceptional verbal and written communications skills. Communication is Paramount
- Excellent analytical skills and attention to detail
- Excellent comprehension and observation skills
- Knowledge of TS & CB Products and Operations will be an added advantage.
- Aptitude to work with numbers and deadlines.
- Proactive approach
- Ability to grasp/learn new products/audits which are currently not in scope.

**Preferred Skills & Experience**:
***
- Graduates with a minimum of 9 years’ experience in a bank, financial services, compliance, risk management or other service sector environment OR Qualified professionals (e.g. CA, ICWA, and MBA) with 5 yrs relevant experience in a Client Service, Operations Sales, Portfolio Management or Implementation function
- Strong Interpersonal skills. Should be able to communicate at all levels.
- Behavioral skills, Leadership, Problem solving and time management
- Excellent business writing and verbal English communication skills
- Proficient use of PC software for document and worksheet preparation/presentation

**ABOUT US**

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they br

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