Job Description

As a member of the USPB Client Prefills team, you will play a key role in improving the experience for both internal and external clients/partners. We are looking for Analysts who are eager to work in a fast paced environment, learn about US Private Bank products and services available to affluent clients and provide an excellent client experience. You will assist with the gathering and preparing client documents and establishing accounts. Additionally, you will be responsible for the operational support, governance, and remediation of new and existing client and account data. You will work closely with Client Services, Bankers, Investors, etc. to facilitate client and account maintenance updates across multiple products and platforms.

Key Responsibilities may include, but are not limited to:

• Identify and prefill documentation for distribution to client for review/execution
• Manage and facilitate client due diligence, including coordinating the participation of JPMorgan partners who have account opening responsibilities
• Serve as point of contact for account opening, maintenance and reporting issues for designated clients
• Review and interpret client executed documentation
• Perform account and client level updates based on client or business partner instruction
• Perform authentication to ensure instructions are provided by authorized account holder/contact
• Perform verification for work processed by team members to identify/resolve data issues
• Take ownership to diligently maintain outlined policies and procedures
• Interact with family offices, clients, and/or Front Office partners
• Assist with team projects and initiatives
• Run basic reports (trend analysis, production reports)
• Review metrics and take actions accordingly
• Promote a controlled environment to mitigate risk
• Provide subject matter expertise to assist business partners with complex onboarding/maintenance scenarios

Qualifications

• 4 - 6 years of Relevant experience
• Graduate degree - Preferably in Finance, Banking, Accounting
• Proficiency of MS Office applications
• Foundational knowledge of the financial industry and products applicable to the role

• Strong analytical skills
• Detail oriented and accurate
• Task management and prioritization
• Strong verbal and written communication
• Strong teamwork and leadership skills

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.