Client Onboarding

1 month ago


Mumbai, India JPMorgan Chase Bank, N.A. Full time

The program scope continues to evolve and encompasses cultural, behavioural, procedural and systemic transformation across Client Operations data domain (such as reference, coverage and KYC data).Team offers a unique perspective into the role of data in the client operations industry, partnering with a variety of stakeholders across sub-Lines of Businesses, and the Firm wide Data Management organization.

**Responsibilities**:

- Be responsible for all Onboarding / KYC-related Remediation, Data-related remediation and Delivery
- Serve as the regional liaison for the Global teams in matters relating to data and associated controls ensuring procedure updates and relevant trainings and communications are delivered impacting business and/or process changes
- Track and manage milestones and dependencies to ensure effective understanding and communication between core team and stakeholder community and e nsure projects are all rigorously governed and documented
- Partner with key business stakeholders e.g. business and operational teams, Legal, Compliance, Business Management, Oversight & Control, Audit, Business Initiative Leaders, project teams and Technology on fulfilling responsibilities of the Client Onboarding team and implementing the business strategy and d evelop process flows for strategic initiatives and assisting in the development of operating models
- Conduct GAP analysis; identify key areas of risk or concern and impact to the business and m aintain effective communication with stakeholders and business partners with the purpose of informing interested parties on all key milestones, accomplishments, programs, activities and overall successes

**Required Qualifications, skills and capabilities**:

- Minimum 5 years of experience in financial services/banking industry with a demonstrated track-record of Data Quality Management, Process Analysis, and Process Improvement
- Bachelor's Degree in Computer Science, Engineering, Business or related field or equivalent experience. Advanced technical degree or MBA a plus, but not required
- Experience in Client Onboarding or Client KYC is a plus
- Worked in a Business Analysis, Data Governance, Data Quality or Data Management role in the past preferred
- Experience in root cause problem solving (problem statement synthesis, root cause, impact analysis, solution identification and selection, implementation) a must
- Creation of unique solutions with lens of automation, process and controls

**Preferred Qualifications, skills and capabilities**:

- Experience in Data Processing and Data Cleaning is must
- Microsoft desktop productivity tools (Excel, PowerPoint, Visio, Word, SharePoint) is must
- Experience in Report Automation using Alteryx will be a plus
- Experience in Data Visualization using Tableau will be a plus
- Experience in Process management using Signavio will be a plus
- Lean/Six Sigma experience a plus

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 bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


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