• Manage and verify client data, fund documents and security static data, ensuring accuracy, completeness, and timeliness
• 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 account & security setup
• 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 Custody operations, financial instruments, client onboarding and static data.
• Proven track record of driving operational efficiency and contributing to process improvement initiatives.

• 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.

JPMorganChase, 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. 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.