Apply Now    

AM - GWM Client Onboarding - Change Management, Associate (Westmont, IL / Columbus, OH / Phoenix, AZ)

Job Description

Global Wealth Management Operations Summary
Global Wealth Management Operations supports the JPMorgan Private Bank in JP Morgan’s Asset Management line of business. The Private Bank is the world’s premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. Global Wealth Management Operations provides end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups.

GWM Client Onboarding
The newly formed GWM Client Onboarding team sits within the GWM Operations organization and is centrally in charge of client onboarding responsibilities in coordination with our bankers and business partners. This involves preparing and quality checking all the necessary documents required for Know-Your-Client (KYC) reviews for both new and existing clients.

The individual will be part of the team managing the 24 hour account opening model for select USPB Individual Standard Risk Clients, one of GWM’s key deliverables. Reposnsibilities include managing the communications, operating model, process and reporting. Communcations would include both internal Client Onboarding audiences (Onboarding Management and Virtual Fast Track teams) and external Client Onboarding audiences (Banker ITM, GFCC, JPMS, and Regional COOs). Oversee the processs that includes Guidance: Banker checklist (for Front Office team) and Standard Operating Procedures (for Fast Track team); Screening: providing names to JPS or CLS Corporate; returning evidence of results; Restrictions: Determine process for confirming KYC workflow post account opening. Build MIS to track and report volumes and turnaround times to various audiences (COOs, Ops, Bankers, etc.) and report on CLS (Client List Screening) results.

Responsibilities (includes below but not limited to)

  • Act as an advisor to the stakeholders on the project to achieve goals and overcome obstacles
  • Refine reporting requirements
  • Deliver against strategic vision and objectives for the platform and global consistency
  • Manage the overall development and deployment of the process and reporting
  • Report status updates to Senior Management
  • Partner with Operations Risk & Control team members and RLT representatives to expand the existing current model to a more sustainable one.
  • Effectively manage scope of projects and the expectation of project stakeholders

Qualifications

  • Advanced computer skills: MS Office Suite (PowerPoint, Word, Excel, Access, SharePoint) Excellent time and project management skills
  • Effective in a team setting but is also a self-starter and is able to operate with minimal oversight
  • Competent in data management tools
  • Competent in client data
  • Detail oriented and committed to consistent quality
  • Strong analytical and problem-solving ability
  • Excellent communication and interpersonal skills, including dispute resolution
  • Highly motivated
  • Can quickly adapt to work flow variation and change
  • Forward-looking and creative thinker

Experience

  • Product development/product owner/project management, including both production and development
  • Proven track record of medium-large scale project plan monitoring and execution, including stakeholder communications
  • Awareness of Risk Management principles
  • Capable of direct interface with Senior Management / Senior Leadership
  • Able to simultaneously address multiple requirements and tasks
  • Experienced with managing coordination across organizations

Education
B.S. Degree or equivalent work experience; Masters Degree is preferred
Business or Finance is preferred

Req #: 160007230
Location: Westmont, IL US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Join Now

Privacy Statement

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.


Keep in touch

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.