Account Opening

1 week ago

Mumbai, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
Job Responsibilities

Deposit, Brokerage, IM (Investment Management) and SDI (Self Directed Investments) account openings for USPB under JPMorgan Chase Bank, National Association
- Retrieve Client documentation
- Review Client documentation
- Party and role setup
- Powers and Limits setup
- Open account for new clients & existing clients
- Submit transfer instructions

Required Qualifications, Skills and Capabilities
- University degree holder (including MBA / CFA) and / or with 7-8 years of professional experience in a similar capacity
- Excellent stakeholder engagements skills
- Work Allocation and monitoring.
- Escalation management
- Assist and ensure a competitive and transparent work culture.
- Identify, evaluate and deliver process improvement initiatives.
- Manage and lead discussions on exceptional cases.
- PowerPoint and Excel expertise required
- Strong understanding of the needs and sensitivities of client management
- Absolute discretion when dealing with confidential matters
- Detail-oriented and results-focused
- Excellent interpersonal skills, both written and oral
- Exceptional follow-up and follow-through skills
- Able to work under mínimal supervision; adaptable to work in demanding environment

**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 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.

**ABOUT THE TEAM**

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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