Reference Data Specialist
7 days ago
JOB DESCRIPTION
J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.
As a Reference Data Specialist in J.P. Morgan Wealth Management, you execute assigned operational tasks within the group, supporting client onboarding and maintenance. You ensure timely and accurate updates of client information in global systems and applications. You contribute to team goals by managing workflows, resolving queries, and supporting business-as-usual projects.
Job Responsibilities
- Execute assigned tasks such as setting up client records, maintaining work logs, and investigating exceptions
- Add and update client information accurately in functional applications and global systems
- Manage workflow and handle requests from internal teams and departments
- Ensure work is processed within established timeframes and meets required controls and targets
- Interact with lines of business and internal clients via telephone and email
- Respond promptly to mailbox queries and resolve client issues on priority
- Work on business-as-usual projects and process back-up tasks, identifying improvements in work practices
Required qualifications, skills, and capabilities
- Strong English written and verbal communication skills
- Graduate with up to one year of experience in a bank operations environment
- Demonstrated analytical skills, attention to detail, and organizational abilities
- Proficiency in MS Office suite, especially MS Excel
Preferred qualifications, skills, and capabilities
- Knowledge of cash and trade products
- High level of client centricity and solution orientation
- Strong interpersonal skills, assertiveness, and adaptability to a fast-paced and changing environment
- Ability to adapt to a fast-paced and changing environment
- Willingness to work in WHEM Shift (7:30 PM to 4:30 AM)
ABOUT US
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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