Job Description
Are you looking to elevate your career within a global leader in financial services? JPMorganChase is seeking a detail-oriented and service-focused Senior Associate for Client Operations – Account Maintenance to join our prestigious Wealth Management division in Metro Manila.
In this role, you will be the backbone of our operational excellence, ensuring that our high-net-worth clients receive seamless service and accurate account management. You will work within a dynamic, fast-paced environment where your attention to detail and ability to navigate complex financial processes will directly influence client satisfaction and firm-wide efficiency. If you are passionate about wealth management and eager to solve complex operational challenges, we invite you to help us shape the future of client service at JPMorganChase.
Responsibilities
- Manage complex account maintenance requests, ensuring accuracy and compliance with internal policies and global regulations.
- Collaborate with cross-functional teams including relationship managers, investment advisors, and legal/compliance departments.
- Perform comprehensive quality assurance reviews on account documentation and data integrity.
- Identify and implement process improvements to increase operational efficiency and mitigate risk.
- Serve as a subject matter expert for account maintenance workflows and systems.
- Ensure timely resolution of client queries, maintaining the highest standard of professional communication.
- Monitor and track key performance indicators (KPIs) to meet operational service-level agreements (SLAs).
- Support audit preparations and regulatory reporting requirements as needed.
Qualifications
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 3-5 years of experience in Wealth Management, Private Banking, or Back-office Operations.
- Strong understanding of KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements.
- Excellent analytical skills with the ability to interpret complex financial data and documentation.
- Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with financial operational systems.
- Exceptional verbal and written communication skills in English.
- Proven ability to work effectively in a high-pressure environment while meeting strict deadlines.
- Strong problem-solving mindset and a proactive approach to process optimization.