Client Data Specialist IV

2 months ago


Bengaluru, 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 Data Analyst within our Collateral Client Onboarding team, you will be responsible for validating client agreements and related documentation for Collateral Accounts Onboarding. You will partner with the Service delivery team for required Client information and lead a team performing functions across Onboarding, Quality checks, indexing legal documents to an electronic imaging systems and maintaining client records. This role provides an opportunity to enhance your skills in financial services, collateral and custody account setup, and compliance.

Job Responsibilities

Demonstrated decision-making skills; accurate and attentive to detail. Demonstrate knowledge in OPICS, CCMS, AMS, One Margin. Understand collateral products is a strong Positive. 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

Required qualifications, capabilities and skills:

/MBA with minimum 2 years of financial services,  Financial services industry knowledge with Client account setups and support operations. Strong understanding of accounting and finance concepts. Demonstrate skill to understand the Standing settlement Instruction. Ability to organize and prioritize work; handle multiple tasks concurrently. Productivity and flexibility through shifting priorities and deadlines. Intermediate use of Microsoft Word, Excel, outlook.  Familiarity with OPICS, CCMS, AMS, One Margin.

  • Bengaluru, India JPMorgan Chase & Co. Full time

    As a KYC Operations Specialist , you will be responsible for ascertaining that all KYC and AML policies are adhered to, you will also be responsible for conducting reviews of client’s KYC documentation stored in internal repositories and publicly available information. You will be performing the necessary screening against relevant search engines and...


  • Bengaluru, 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 SummaryAs a Client Data Analyst within our Collateral Client Onboarding team, you will be responsible for validating client agreements and related documentation for Collateral Accounts Onboarding. You will partner with the...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    Short Description:If you are passionate about our mission, we want you to make a difference here by providing subject matter expertise to our clients with transaction management. You will be responsible for ensuring that all aspects of transaction management for clients are completed on time and exceptions and client inquiries are resolved.Job DescriptionAs...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    Job DescriptionAs a Document Management Specialist in Digital Document Services, you'll provide operational support within our Corporate Investment Bank. You will also provide subject matter expertise to the clients.Job responsibilitiesExecute tasks assigned in a timely mannerResponsible for ensuring that all aspects of transaction management for clients are...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    Job DescriptionAs a Document Management Specialist in Digital Document Services, you'll provide operational support within our Corporate Investment Bank. You will also provide subject matter expertise to the clients.Job responsibilitiesExecute tasks assigned in a timely mannerResponsible for ensuring that all aspects of transaction management for clients are...


  • Bengaluru, India ReSource Pro Full time

    Client Specialist, SDU, IndiaI. Basic InformationJob Title: Client SpecialistReport to: AM - Service DeliveryDepartment: Service Delivery UnitLocation: Bangalore, IndiaII. Purpose of the PositionProcesses complex tasks, implements new tasks and/or manages existing tasks without supervision. Provides guidance, instruction and direction to the team of client...


  • Bengaluru, India JPMorgan Chase & Co. Full time

    Short Description: If you are passionate about our mission, we want you to make a difference here by providing subject matter expertise to our clients with transaction management. You will be responsible for ensuring that all aspects of transaction management for clients are completed on time and exceptions and client inquiries are resolved. Job...


  • Bengaluru, India NTT DATA Full time

    Job DescriptionNTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project...


  • Bengaluru, India NTT DATA Full time

    Job DescriptionNTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project...


  • Bengaluru, India NTT DATA Full time

    Job Description NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project...


  • Bengaluru, India NTT DATA Full time

    Job Description NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project...


  • Bengaluru, India NTT DATA Full time

    Job Description NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project...

  • Engineer IV, Software

    2 weeks ago


    Bengaluru, India Omnicell, Inc Full time

    Engineer IV, Software - .NETThe Engineer IV, Software is an experienced professional who participates in leading, creating and extending Omnicell products. This person is a highly skilled developer who can apply industry and corporate best practices to produce quality applications. This person applies their practical and theoretical knowledge from Computer...


  • Bengaluru, India NTT DATA Services Full time

    NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project Specialist with a...


  • Bengaluru, India Australia and New Zealand Banking Group Limited (ANZ) Full time

    Client onboarding specialist Client onboarding specialist Req ID: Department: Insto Ops Onboarding Division: Institutional Location: Bengaluru Job Advertising InstructionsPlease note that although this position primarily involves serving as a Client Onboarding Specialist for Institutional Clients, internally, the role will be designated as "Ops Senior...

  • Client Manager

    3 weeks ago


    Bengaluru, India NTT DATA Full time

    Title: Client Manager- Specializing in Enterprise Sales (System Integrators/ Data Center/ Cyber Security Background)Location: BangaloreWork format: Full time work from office.Job Description:A Client Manager is a quota-bearing sales persona and the primary purpose of the role is to take full ownership of named client accounts, retain these clients and find...


  • Bengaluru, India NTT DATA Full time

    Job Description NTT is a leading global IT solutions and services organisation that brings together people, data and things to create a better and more sustainable future.In today’s ‘iNTTerconnected’ world, connections matter more now than ever. By bringing together talented people, world-class technology partners and emerging innovators, we help our...


  • Bengaluru, India NTT DATA Full time

    Job Description NTT is a leading global IT solutions and services organisation that brings together people, data and things to create a better and more sustainable future.In today’s ‘iNTTerconnected’ world, connections matter more now than ever. By bringing together talented people, world-class technology partners and emerging innovators, we help our...


  • Bengaluru, India NTT DATA Services Full time

    NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project Specialist with a...


  • Bengaluru, India NTT DATA Services Full time

    NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Support Project Specialist to join our team in Bangalore, Karnataka, India."Seeking a Support Project Specialist with a...