JPMA Client Operations Account Maintenance Associate
JPMorganChase
As a Client Data Associate I in Operations, you will manage and verify client information to support KYC and AML compliance. You’ll use digital platforms to optimize workflows, resolve service issues, and maintain the integrity of confidential data. Engaging with stakeholders, you’ll facilitate discussions that drive positive outcomes and operational efficiency. This role is ideal for those interested in financial services and data operations, offering growth in a fast-paced environment, and where your expertise will help support the firm’s regulatory requirements.
Job responsibilities
- Manage and verify client data, ensuring accuracy, completeness, and compliance with KYC and AML standards.
- Support seamless client onboarding processes, proactively resolving service issues to deliver outstanding client experiences.
- Collaborate with cross-functional teams and stakeholders to track exceptions, facilitate discussions, and achieve timely completion of KYC processes.
- Utilize digital platforms and analytical tools to process, analyze, and enhance client data management across products and platforms.
- Identify and implement process improvements to drive operational efficiency and support continuous improvement initiatives.
- Demonstrated ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Advanced analytical and research skills, with proficiency in digital tools and Microsoft Office Suite for data management and reporting.
- Strong communication, problem-solving, and stakeholder management abilities, with a client-focused approach.
- In-depth knowledge of KYC/AML policies and experience supporting regulatory compliance and client onboarding.
- Proven track record of driving operational efficiency and contributing to process improvement initiatives.
- Experience in AML, Compliance, Fraud, KYC, or Operational Risk within financial services.
- Ability to drive data-driven initiatives and foster collaboration among stakeholders, utilizing influence and project management skills.
- Expertise in leveraging AI, machine learning, and process automation to enhance data analysis and streamline workflows.
- Strong adaptability and resilience in dynamic, high-pressure environments, with interpersonal skills to motivate teams and negotiate effective solutions.
- Advanced proficiency in developing quantitative reports and actionable insights to support strategic decision-making and continuous improvement.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Drive KYC accuracy and compliance by managing client data processes and supporting onboarding in a dynamic team environment.